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How to create a formula

  1. Go to Formulas > + New formula.

  2. Give your formula a title. You'll be able to find the formula by its title in the formula list, on dashboards, in reports, and other places where formulas are used.

  3. Click + New component. You can add as many components as needed.

  4. Choose what your component should do. To calculate data from a data source, choose Data function (top-left corner). You can also use an existing formula, create a group (parentheses), add a date function, or enter a static number.

  5. If you chose Data function, the next step is to select a Lookup function. This will tell Plecto how to calculate your data.

  1. (Optional) Click + Add filter to get specific data. For example, to only see the number of outgoing calls.

  2. (Optional) Repeat steps 3 – 6 if needed. Feel free to combine data from different data sources.

  3. Check the Number format. If you expect to see text, percentage, date, duration, or other formats on a widget, make sure to choose the matching number format.

  4. (Optional) Add conditional colors. For example, if you add 0 (red) – 50 (yellow) – 100 (green), the widget will show your data in red between 0 and 49, yellow between 50 and 99, and green when you reach 100 and more.

  5. (Optional) Add a prefix of suffix.

  6. Click Save to finish.

What are the different functions?

Lookup functions tell Plecto how to calculate your data:

  • Sum of sums all the values from a specific field in a data source. For example, if you want to calculate the total value, you should use this function.

  • Number of calculates how many registrations there are in the data source.

  • Number of unique calculates how many unique registrations there are in a specific field in a data source. For example, if there are 2000 registrations of the products you've sold, but you only sell 3 different kinds of products, the formula will return 3.

  • First will find the very first (oldest) registrations in your data source.

  • Last will find the latest (newest) registrations in your data source.

  • Min will find the smallest value in a specific field.

  • Max will find the highest value in a specific field.

  • Avg will calculate the average value from a specific field.