When you build your own widget in a report, you need to specify what data you want to appear. You have three data types to choose from:
Financial data - anything from your chart of accounts
Non-financial data - any Drivers you've added to the organisation
A formula - either prebuilt by Futrli, or built by you
How do I create a formula?
As you build or edit a widget, click the Row/Chart formulas dropdown.
Click Create formula.
In the Row formula builder window:
Enter a name for the formula
Select a formula group
Select how you want the data to display, for example, as currency
Select a variance analysis
Write your formula.
When you're done, click Save.
Your formulas appear within the Organisation formulas dropdown, which you can drag and drop to your Rows or Y-Axis.
