• Business Intelligence and Reports Business Intelligence Pages
  • Business Intelligence and Reports Business Intelligence-Search Page
  • Business Intelligence and Reports Business Intelligence-Results Page
  • Business Intelligence and Reports Business Intelligence-Formulas Page
  • Business Intelligence and Reports Business Intelligence-Criteria Page
  • Business Intelligence and Reports Business Intelligence-Filters Page
  • Business Intelligence and Reports Business Intelligence-Preview Page
• Using Business Intelligence
  • Masking Payment Methods
  • Creating a BI Query
  • Working with BI Criteria
    • Searching for BI Criteria
    • Adding Criteria to a BI Query
    • Example - Customer Query
    • Using Relative Dates and Times with a BI Query
    • Deleting BI Criteria
  • Working with BI Filters
    • Searching for a BI Filter
    • Adding a Filter to a BI Query
    • Example Session Filter - Filtering Customers by Create User
    • Example Filter - Filtering Performances by Venue and Date Range
    • Deleting a BI Filter
  • Working with BI Formulas
    • Creating a BI Formula
    • Modifying a BI Formula
    • Deleting a BI Formula
  • Working with Result Members
    • Adding New Result Members to a BI Query
    • Sorting, Grouping or Totalling Result Members
    • Sorting Results by Data Not Included as a Result Member
    • Defining an Aggregate Function
    • Creating a Pivot Extract (Display Types)
      • Example Pivot Extract -- Customers with Same Last Name in Same City
      • Example Pivot Extract -- Sales by Postal Code
    • Deleting Result Members
  • Running a BI Query
  • AudienceView Charting
    • Creating an AudienceView Chart
    • Example Chart BIs
    • Modifying the Chart Output
    • AudienceView Charting Options
    • Working with AudienceView Charts
    • Saving an AudienceView Chart
    • Printing an AudienceView Chart
    • Emailing an AudienceView Chart
  • Saving a BI Query
  • Saving a BI Query to a Folder (Custom Searches)
  • Scheduling a BI Query
    • Configuration of the Business Intelligence Scheduler
    • Scheduling Business Intelligence Queries
    • Defining the Number of Concurrently Scheduled Queries
  • Creating a Customer Correspondence Extract
  • Joining BI Queries
  • Copying a Saved Query
  • Deleting a Saved Query

The Business Intelligence|Formulas page allows you to perform calculations tha can be exported via a BI query and then imported into specific fields using the dataloader.

The following sections describe how to work with BI formulas:

• Creating a BI Formula: Describes how to create a new BI formula.
• Modifying a BI Formula: Describes how to modify a BI formula.
• Deleting a BI Formula: Describes how to delete a BI formula.

For information regarding the dataloader, refer to Utilities Dataloader.