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Use a formula in a report

How to create a formula within a report custom widget.

Updated over a week ago

If you want to use a formula when you build your own widget, you can either select an existing formula from the Choose data option, or Create a formula from scratch.

'Choose data' and 'Create formula options when building a formula'.

Choose data

When choosing an existing formula, you can either select a prebuilt formula from the Formula library, or select a custom formula from the Organisation formulas.

Selecting existing formulas.

Create a formula

  1. As you build or edit a widget, click Create formula.​

  2. 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

  3. Write your formula.

    Formula builder with an example of a formula: @Income-@Wedding Sales


  4. When you're done, click Save.

Your formula will automatically appear within your widget selection and show under the organisation formulas for any future report or forecast.

New formula appearing to select.

📌 TIP: For tips on writing formulas, use our guide, Create a formula based prediction.

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