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Use a formula in a report or dashboard

Add an existing formula or create a new formula in a Futrli report or dashboard widget.

Written by Futrli Support

When you build a custom widget, you can use an existing formula or create a new one.

Use an existing formula

  1. Create or edit a report or dashboard.

  2. Select the widget.

  3. From Builder, select Choose data.

  4. Expand Formulas.

You can choose from:

  • Formula library: Pre-built formulas

  • Organisation formulas: Custom formulas


Create a new formula

  1. Create or edit a report or dashboard.

  2. Select the widget.

  3. From Builder, select Create formula.

  4. Complete the required fields:

    • Formula name

    • Formula group

    • Display as

    • Variance analysis

  5. Enter your formula, then select Save.

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