Adding complex formulas

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1. Overview

This article will guide you on how to add complex formulas when adding a formula. This could be used when having different conditions on a particular measure or data point.

To better understand on how to use the formula in Dundas BI, please see the video about the formulas here, and a clear description of adding the formulas here.

2. Setting Up

To get started, we will use AdventureWorks2012 with Sales.SalesTerritory, using Name as measure and SalesYTD as our measure.

AdventureWorks2012 Table
AdventureWorks2012 Table

3. Adding a complex formula

To add a formula, on the menu bar, click on the table, go to Modify Data > Add Formula.

Add Formula
Add Formula

Once the formula bar has opened, click on the advanced button on the right of the formula bar

Advanced Formula
Advanced Formula

The formula bar will expand. You could type your conditions for your table or chart.

Adding the Complex Formula
Adding the Complex Formula

Once you have your conditions set, click Apply, and you will see a new measure called "Script Measure".

Apply the Complex Formula
Apply the Complex Formula

Table with the Script Measure
Table with the Script Measure

4. Changing Script Measure Column

To change the name of the column "Script Measure", open the Data Binding Panel, and click on the Edit icon for the Script Measure.

Data Binding Panel to Edit Column
Data Binding Panel to Edit Column

In the "Configure metric set element" box, under Caption, change the name of "Script Element" to the name you want to place.

Edit Caption of Column
Edit Caption of Column

Under the "Metric Set Default Values", you could change the aggregators and format, and add symbols to the column.

Metric Set Default Values
Metric Set Default Values

Select submit, and you will see the change to the table.

Table with New Caption
Table with New Caption

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
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North America: 1.800.463.1492
International: 1.416.467.5100

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