If you want to display a formula on a report, you need to use the Builder to create your own widget. You can then select an existing formula from the option Choose data, or Create a formula from scratch.
Choose data
When choosing data, go to the Formulas section, and click Expand all to see all the formulas available. There are two types of formulas:
Prebuilt formulas from the Formula library
Custom formulas from the Organisation formulas
Create a formula
As you build or edit a widget, 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 as, for example, as currency
Select a Variance analysis
Write your formula.
When you're done, click Save.
Your formula will automatically appear within your data selection in the Builder section:
It will now be available under the Organisation formulas whenever you select data in any new report or forecast.
📌 TIP: For tips on writing formulas, use our guide, Create a formula-based prediction.