Formulas are at the core of Plecto. Every number that is displayed on a dashboard comes from a formula. With them, you can express a wide range of calculations that should be made on your data.
Formulas are saved as plain text, however, for it to work correctly it must follow a very specific syntax. You can think of it as a programming language. The language is similar to that of Excel or other spreadsheet software.
Your data in Excel are rows in a spreadsheet and you can filter and manipulate this data based on it's columns. Similarly, in Plecto, registrations are the rows and fields are the columns.
You would like to track the activity of your employees. In this case, you would like to count the total number of sales that your employees have done in a chosen time period.
This following example will show you how to create simple formulas directly from the dashboard or from the formula editor page.
How to create a formula directly from the dashboard:
How to create a formula with the simple formula editor:
You would like to count the number of answered calls that your employees have done this current year or quarter. The GIF below shows the data available in the data source 'Calls'. We can now create a filter on answered calls:
NB. Remember to reflect the fields in your data source; 'Disposition' might be called something different in your set of data - maybe 'Status'. So it is always a good idea to cross check with your data when you edit a formula.
Now you would like to show the actual number vs. a target. The following will show you how to add a target value (in this case a static number) for e.g. the sales value.