The calculation formulas for Actual and Base values, for the preloaded components, are predefined. See Business Performance Director calculation reference for the relevant information.
If you want to change a formula or add a formula for a new component, do as follows:
- Access the Edit component properties window for the applicable component.
- Click the Edit button for the Component formula.
- You access the Edit formula window for the selected component. Define the following information:
- Variables type
- Select from the following on which to base the formula:
- Business information warehouse balances
- Other components (KPI’s) that are defined in the Business Performance Director
- Constants (entered on the main window’s input area. E.g., From/To periods)
- Balance value type
- This controls how the balances, retrieved from the Business Information Warehouse database, will be calculated. The selection you make applies to the entire formula. Pull down the list and select from the following:
- Period results = Total values from selected periods
- Average balance = Total values from selected periods / number of periods
- Closing balance = Opening balance plus total value for selected periods
- Show formula
- Choose how you want the formula to be displayed in the lower portion of the window. Select from Edited or Unedited (internal code) format.
Use the online calculator to change or create the formula:
The calculator is a pallet of components and operations that can be used to construct the formula. Select from the list of variables and operations on the calculator to build your formula. Every time you click on a variable or operation, it will be added to your formula and displayed in the lower portion of the window. To undo the latest selection, click the red C button on the calculator. When ready, click OK to save the formula.
Related topics
- About the Business Performance Director in DC1 Analyser
- Maintain component groups in Business Performance Director
- Maintain components (KPI’s) in Business Performance Director
- Maintain ROI formulas in Business Performance Director
- Maintain the industry standard, company target and actual/base values in Business Performance Director
- Retrieve data from BIW in Business Performance Director
- Connect and view documents in Business Performance Director
- Run a calculation and analyse the data in Business Performance Director
- Scenario using Business Performance Director
- Overview of balance structure in DC1