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The Formula Editor creates Dimensions & KPIs to be used in any components.

This is why you will find a linkage to the Formula in every component's settings, that offers dynamic content.

 

The Formula Editor can configure Dimensions and KPIs seperately.

 

 

 

 

To add any Dimension or KPI, you will find a small  icon above every dimension and KPI.

This will open the following Overview:

 

 

The Formula Editor can edit Dimensions and KPIs. This overview can be used to select dimensions or KPIs according to table columns and pre-defined dimensions/KPIs.

Start choosing between Dimensions and KPIs, using the buttons in the upper right corner:

 

Let's have a closer look at the overview section:

In this section on the left, you can choose a table from your data source. 

Standard Process KPIs

For KPIs, Standard Process KPIs will be available too, and offers some basic Dimensions (such as "Number of Activities per Case" or "Time between <Activity A> and <Activity B>").

If you choose on of them, no further columns will be shown.

 

Click on one entry of this table list, to see its columns in the second column:

After choosing a column, a third area Choose Function might appear (depending on the data type of your selected column). For example, if you would like to select Year of Credit Applications as a Dimension, you might choose the EventTime column from the Cases table.

If you are choosing a KPI, a third column will appear after choosing a column. This is where we actually set our KPI.

Please note hovewer, that the shown KPI depends on the datatype of your selected column.

 

 

 

 

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