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Formula Examples

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This section contains a list of examples to demonstrate the common uses of various parameters and built-in functions in formulas. For illustrated examples that demonstrate how formulas work in a scorecard, go to How Formulas Work in Practice.

 

To calculate the value for an element with the element symbol "Mea1", with series "Alarm Value" (series symbol ALA):

 

MEA1.ALA()

 

To calculate a doubled value for an element with the element symbol "Mea1", with series "Alarm Value" (series symbol ALA):

MEA1.ALA()*2

 

To calculate the value for an element by taking the sum of the series "Actual Value" (series symbol "ACT") of the three elements Mea5, Mea6, and Mea7:

SUM(MEA5.ACT(), MEA6.ACT(),MEA7.ACT())

 

To calculate the range value for an element with the element symbol "Mea2", with series "Actual Value" (series symbol ACT):

RANGE(MEA2.ACT())

 

To calculate the range value from the previous period of an element with the element symbol "Mea2", with series "Actual Value" (series symbol "ACT"):

RANGE(MEA2.ACT(-1))

 

To calculate the range value from the latest period of an element with the element symbol "Mea2", with series "Actual Value" (series symbol "ACT"), :

RANGE(MEA2.ACT(latest))

 

To get a value of the default series of an element with the element symbol "Mea1"

MEA1._DEFAULT()

 

To get the values of the default series from every child element:

SUM(?._DEFAULT())

 

The average of all the sub-elements of the current element, with the default series:

AVERAGE(?._DEFAULT())

 

To calculate the average of the latest range values of all the sub-elements of the current element:

AVERAGE(RANGE(?._DEFAULT(latest)))

 

To calculate the average of the latest values of all the sub-element's series "Actual Value" (series symbol ACT), while ignoring null values:

AVERAGE_(?.ACT(latest))

 

To calculate the maximum of the latest values of all the sub-element's series "Target Value" (series symbol TAR):

MAX(?.TAR(latest))

 

To calculate the value of an element by taking average of the series "Forecasted Value" (series symbol "FOR") of the element "Mea1" from the past three periods:

AVERAGE(MEA1.FOR(-1), MEA1.FOR(-2), MEA1.FOR(-3))

 

To take the maximum value of all the child elements' series "Target Value" (series symbol TAR) and sum it with the series "Actual Value" (series symbol "ACT") of the element symbol "Mea1" and the series "Actual Value" (series symbol "ACT") of the element symbol "Mea2":

SUM(MEA1.ACT(),MEA2.ACT(), MAX(?.TAR()))

 

To get an average from the latest values of the series "Actual Value" (series symbol ACT) and the previous period's value for the element symbol "Mea32", with series "Actual Value" (series symbol "ACT"):

AVERAGE(?.ACT(latest),MEA32.ACT(-1))

 

To calculate weighted averages: In the Value settings, define a specific series for each measure that contains the weighting coefficients. Define the symbol of the series to be e.g. WW. Now in a parent element you can calculate the weighted average of all the subelements with the formula:

 

SUM(?.ACT()*?.WW())/SUM(?.WW())

 

 

See Also

For details on how to define a formula for an element, see Formula Window.

For information about calculating the values of the functions, see Calculation.

For a listing of the built-in functions that can be used in formulas, see Built-in Functions.

For information about the arithmetic and logical operators, see Operators.

 

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