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Softdial Reporter™ 5 - Widget Settings

Formulas Tab

Available only on Static reports of type Detail, the Formulas tab allows the creation of formulas, which create new columns by acting upon values from one or more aggregation columns.

  1. From the Widget Settings menu, select Edit Widget. The widget Settings dialogue opens.
  2. Click the Formulas tab

    Formulas tab

    Fig. 1 - Formulas tab

Formulas can also be set on Static reports of Summary type, via the Summaries Tab.

The following actions are available for formulas:

ClosedAdd
  1. Click Add button. The Set Formula dialogue opens.

    Set Formula

    Fig. 2 - Set Formula

  2. Enter a name (mandatory before saving). This will be used as the column header.
  3. Build a formula by adding either integers or aggregate fields in the form: <integer/ field> <operator> <integer/ field> (<operator> <integer/ field> etc)

Items are added only to the end of the chain.

ClosedTo add an integer
  1. In the blank field below the math operator buttons:

    Math operators

    Fig. 3 - Math operators

    ...type an integer

  2. Commit, by
    1. clicking in the blank area below the formula chain, or
    2. clicking a math operator button.

    The integer will be validated.

ClosedTo add an aggregate field
  1. Click Add item
  2. Click Add Aggregation
  3. From the Aggregate Field drop-down:

    Aggregate Field

    ...select a field.

ClosedTo change an item in the chain
  1. Click on the item within the chain
  2. Depending on the type of item, ether
    • Reselect from the Aggregate Field drop-down
    • Click a different operator button
    • Type a different integer
ClosedTo insert/ delete

Items cannot be inserted into the chain, only added to the end.

To delete...

  • an item within the chain - click on the step and click Back button. A consecutive operator must also be deleted, as items of the same type cannot be consecutive
  • the last item in the chain - simply click Back button
  • the entire chain, click Clear
ClosedRendering the output values

The resulting values may be formatted in a number of ways. From the Render as: drop-down:

Render as

...select one of the following rendering methods for the value. The examples show how a value of 100/3 is rendered for each method:

Method Result renders as... Example  
Raw Unformatted 33.33333333333334 Larger numbers are expressed as exponential e.g. 1.234e+7
Integer A rounded whole number (without decimal point) 33
Float A number with decimal point, rounded to 1 decimal place 33.3
Percentage A float * 100, to 1 decimal place, followed by % 3333.3%
Duration A number of seconds, in the form HH:MM:SS 00:00:33  
ClosedRules for creating formulas
  1. Brackets cannot be added, so formula execution follows standard math rules (perform any division/ multiplication first , then addition/ subtraction). For example:
    • 10 + 8 / 2 = 10 + (8 / 2) = 14
    • 10 / 2 + 8 = (10 / 2) + 8 = 13
  2. A formula cannot have consecutive fields, numbers or operators
  3. A formula cannot start or end with an operator
  4. Formula columns cannot be used within other formula columns
ClosedEdit

In the Formulas tab, on the right of any formula, click Edit Edit formula. The Set Formula dialogue appears, loaded with the existing formula chain.

ClosedDuplicate

In the Formulas tab, on the right of any formula, click Duplicate Duplicate formula. A duplicate formula appears at the bottom of the list.

ClosedRemove

In the Formulas tab, on the right of any formula, click Remove Remove formula. The formula is removed, and the indicator in the tab is amended.

 

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