How to configure Add Formula options

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Overview

This guide is structured to provide a step-by-step walkthrough for using add formula within your reports.  We will talk about how to the add formula option, how to configure them, and how to edit them. Lastly, a use case application will be given to have the user understand where this option can be applied.

This documentation is ideal for users who need to perform complex data analysis, generate more insightful reports, or simply wish to tailor reporting metrics to better suit their business needs.

Reminder that if you click and insert the pre-built formulas it will automatically set the data type correctly. But if you manually type in a formula you do want to make sure you set it correct (to a num for example if you added a function that will return a number).

Configuring Add Formula

1. Go to the report field and select the field you wish to configure.

2. Click on the click the three dots button.

3. Select Add Formula option

Adding Formulas

1. Select Data Type from the drop-down menu. By default, the shown data type is dependent on what data the selected report field has.

Note: There will be cases where you want to change the data type and not insert any formula at all. For example, if you have numbers that are really currencies and want to show the currency symbol and display it like currency, you add formula, set the data type to CUR. If you have a date that includes the time portion, you add formula and set to DPO to display the Date Part Only.

Here is an in-depth article about the different data types within Yurbi.

2. Under Formula field, Select Function Type by inputting @.

3. Select corresponding Function. 

3. Click Save

4. Click Save & Apply

5. You can see below the report field the newly configured formula for that field.

Editing Add Formula

1. Click on the click the three dots button.

2. Select Add Formula option

3. Configure based on your needs.

To erase a part of the formula, simply use backspace until the value of the selected part is gone or highlight the part you want to delete and press delete or backspace.

To erase everything, click Clear.

After configuring, Click Save & Apply

Remember to save your report once you are done configuring.

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And there you have it! You now know how to configure an add formula option and apply it to the report you are building!