Using a formula visualization

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1. Overview

This walkthrough shows you how to use the Formula Visualization control and display the result in a Data Label control.

For example, suppose you have a Bar Chart on your dashboard that shows the List Price of each product, and you want to display the Average List Price on a Data Label control.

A bar chart
A bar chart

Related video: Working with Formulas

2. Add the Formula Visualization Control

1. Click an empty spot on the dashboard to show the Data Visualization menu on the toolbar.

2. Click the Data Visualization menu and select Formula Visualization.

Select Formula Visualization from the toolbar
Select Formula Visualization from the toolbar

Tip
You can also use the mouse right click to add a new Formula Visualization control.

Select Formula Visualization from right-click menu
Select Formula Visualization from right-click menu

3. Enter the formula function

1. On the formula bar, type the first letter of the formula function and select the appropriate entry from the list of available functions.

Select AVG function
Select AVG function

2. Type (

Type open bracket
Type open bracket

3. Type a dollar sign character ($) and from the menu, select the control from the list the available Data Visualization controls.

Select chart1
Select chart1

4. Type a period character (.) and then from the menu, select the MetricSet from the list the available Metric Sets.

Select MetricSet1
Select MetricSet1

5. Type a period character (.) and then from the menu, select the measure from the list of available measures.

Select list_price
Select list_price

6. Type ) to complete the formula and press Enter.

Type closing bracket
Type closing bracket

Note
Some formulas require parameters. Check the specific syntax of the formula you're using from the List of formulas page.

Tip
You can also click on the data point (e.g. click on the bar in the Bar Chart) to auto-populate the measure, in lieu of Steps 3 to 5 above.

4. Result

Regardless of the type of Data Visualization you're using, the result of the Formula Visualization is displayed by default on a tabular format by default.  

Script Measure column shows the result of the formula
Script Measure column shows the result of the formula

Note
In Dundas BI Version 2 or later, formula results are no longer named Script Measure. Instead, you'll see a more descriptive name that includes the name of the input measure and the formula function name (e.g., list_price AVG Expression).

5. Remove unwanted information

1. Right-click on the Data Visualization and select the Data Binding Panel.

Select Data Binding Panel
Select Data Binding Panel

2. Delete the unwanted ROW(S) and MEASURE(S).

Remove the unwanted rows and measures
Remove the unwanted rows and measures

3. Change the header of the Script Measure column.

Note: You can skip this step if you'll display the result as a Data Label.

First, click the measure's edit icon.

Edit the script measure
Edit the script measure

Next, update the Caption.

Update the caption
Update the caption

The result:

6. Revisualize to a Data Label Control

To display the average in a Data Label control, you can do the following:

1. Right-click on the Data Visualization and select the Re-Visualize.

Select Re-Visualize
Select Re-Visualize

2. Select Data Label.

Select Data Label
Select Data Label

Here is the result:

7. See also

 

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri