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Text Content

MOST COMMONLY USED CUSTOM SCORECARD FORMULAS

--------------------------------------------------------------------------------

RELATED ARTICLE- HOW TO USE CUSTOM SCORECARD FORMULAS

SIMPLE CUSTOM OPERATORS


DETAILS

Custom formulas can be used for a variety of purposes. One example might be for
a supervisor to track their direct reports. If each direct report has its own
Sales measurable, such as Sales Tom and Sales Eileen, these 2 separate
measurables can be summed for a 'Sales Total' measurable that may be owned by
the supervisor. The first example below would be created and owned by the
supervisor. Changes to the Sales Tom and Sales Eileen measurables would
automatically adjust on the 'Sales Total' measurable.




PARENTHESES AND COMBINING




REUSING MEASURABLES 




WEEKLY OFFSETS


DETAILS

This is helpful if you wanted to display a running total or average for a set
amount of weeks. To access the offset option, on your ‘Items Sold’ measurable,
inside the formula, click the small triangle to the right of the words ‘Items
Sold’. The below formula would display a running average of the Items Sold
measurable for the past 3 weeks.




YEAR OVER YEAR RATIO


DETAILS:

Note that this is dividing the current week's value by the value from 52 weeks
ago. See the above formula for details on offsetting the week.




ROUNDING THE RESULT


DETAILS

Sometimes a formula will have an excess number of digits when there is only a
need to show just a few numbers after the decimal. Use the ROUNDK ( A ; B )
expression to shorten the results of a formula. The ‘A’ portion is the formula,
the ‘B’ is the maximum number of spaces a number can display after the decimal
point.



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Last updated on July 22, 2021
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