Formula KPI widget allows you to display the results of formulas that you have set up. You can use this widget to have a quick visual representation of your formulas.
This is how the formula KPI will be displayed in the PDF report:
This guide will teach you:
1. Add a Formula KPI widget to the page
To add the widget to the page, all you have to do is click on it and drag and drop it on the page.
If you would like to create columns and split your content in more widgets, then first you would need to select the number of columns you want.
You can find all the different column formats at the layout widgets.
Then you can drag and drop the column widget on your page and add the widget in the column.
Once you add the widget a pop-up window will open where you can setup your formula KPIs.
2. Setup the widget
Click Add KPI, then from the dropdown select the formulas which you want to display.
Click Add KPI to add as many formulas as you want to display.
3. Additional settings
Select the widget and then at the right of the screen click on the gear button. The widget list will be replaced by the additional settings.
Here you can find the following settings:
This is the ID of the widget.
You can name your widget in order to identify it easier.
You can add your widget logic rules to ensure that your content will be visible only when the conditions are true.
When you click the Edit rule button a new pop-up window will appear.
Select from the dropdown menu the option you want, and then fill in all the required fields. Once you add everything you can click the Submit button.
Your content will not be displayed on the page anymore, instead of the content you will be able to see the widget logic rules.
If you would like to edit your content again just click on the rule and the widget will expand. To edit the rule you would have to click on the Edit rule at the settings.
This is the window where you can delete the rule by clicking on the Delete rule button.
Add margins to create space around elements and move them in your page. By default the margins are set to 0, but you can change that anytime and add the margin you prefer.
4. Additional buttons
When you click on your widget, 4 blue buttons appear.
The Arrow allows you to move between the different layers of the page. For example, if you add a widget in a column then you have 3 layers: the page, the column, and the widget. The arrow allows you to quickly select a different layer.
The second icon, the four arrow sign, allows you to move your widget up or down to the page.
The third icon, the page, allows you to copy this widget, and the forth icon, the bin, to delete it.
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