To add a formula to an existing BI query, complete the following:
- Open the Business Intelligence and Reports application from the AudienceView Desktop
- Select the Business Intelligence tab.
The Business Intelligence|Search page appears.
- Search for and select the business intelligence (BI) query that you want to work with. For more information, refer to the Business Intelligence-Search Page and Performing Searches.
The Business Intelligence|Results page appears.
- Select the Formulas tab.
The Business Intelligence|Formulas page appears.
- Click 'Add Formula'
A new formula row appears.
- Enter a name for the formula in the 'Name' field.
- Enter the formula that you want to use in the 'Formula' field.
- The formula:
- can only contain numbers, result members and math symbols (i.e. +, -, *, /, (, ), <, >, <=, => and =).
- must be structurally reasonable (e.g. opening and closing brackets).
- may include = operator that allows direct assignment of an ouput value that may be alphanumeric.
- Click 'Add Member' to use a result member as part of the calculation (e.g. seat).
The New Result Member window appears.
| Information If a function has been applied against a result member, that function will be performed before the formula is calculated. |
| Information You cannot use a result member that returns a GUID. This applies to most ID result members. |
- Search for and select the result member that you want to insert into your formula.
Result members that begin with an asterisk (*) are other formulas that have been created. Formulas can be used in other formulas.
| Information If the same member appears multiple times in the Result Members, the first definition of the aggregate member is the one used in the formula. |
- Complete the remainder of the formula, including mathematical symbols.
- Enter a number in the 'Order' field. This is the order in which multiple formulas will be calculated.
- For every formula that you want to add, repeat the process from Step 5.
- To verify the formula's results, select the Results tab.
The Business Intelligence|Results page appears.
- Click 'Add One'
The New Result Member window appears.
- Search for and select the formula that you just created.
Formula names are prefaced with an asterisk (*).
- Click 'OK'.
- Select the Preview tab.
The Business Intelligence|Preview page appears.
- The formula and the returned results appear. Ensure that the formula returns the appropriate results.
- Select the Results tab.
The Business Intelligence|Results page appears.
- Click 'Apply'
A window confirms that the application updated the Business Intelligence query.
- Click 'OK'.