Renewed Renewed Report Builder: Formula KPI

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:
Formula KPI- Formula KPI example

This guide will teach you:

  1. Add a Formula KPI widget to the page
  2. Setup the widget 
  3. Additional settings
  4. Additional buttons

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. 

Formula KPI- add a Formula KPI to 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.

Formula KPI- layout widgets

Then you can drag and drop the column widget on your page and add the widget in the column.

Formula KPI- add a Formula KPI to a 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. 

Formula KPI- select a formula from the dropdown

Click Add KPI to add as many formulas as you want to display.

Formula KPI- add KPIs

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.

Formula KPI- additional settings

Here you can find the following settings:

  1. ID
  2. Name
  3. Rules
  4. Margins

1. ID

This is the ID of the widget.

Formula KPI- id

2. Name

You can name your widget in order to identify it easier.

Formula KPI- name

3. Rules

You can add your widget logic rules to ensure that your content will be visible only when the conditions are true. 

Formula KPI- rules

When you click the Edit rule button a new pop-up window will appear.

Formula KPI- add logic rules

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.

Formula KPI- 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.

Formula KPI- 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.

Formula KPI- edit rule

This is the window where you can delete the rule by clicking on the Delete rule button.

Formula KPI- delete rule

4. Margins

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.

Formula KPI- margins

4. Additional buttons

When you click on your widget, 4 blue buttons appear.

Formula KPI- additional buttons

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. 

Formula KPI- additional buttons

The third icon, the page, allows you to copy this widget, and the forth icon, the bin, to delete it.

What's next?

  • Renewed Report Builder-PDF step by step example: Check out our step by step guide to create an attractive and stylish PDF. It includes videos but also very detailed instructions.
  • Renewed Report Builder-Table: The Table widget allows you to display results clearly and concisely to your respondents. It is an easy and fast way of displaying any data in rows and columns. Rather than writing your data in text, you can make it more understandable and easy to read with this widget.
  • Renewed Report Builder-Text widget: The Report Builder text widget allows you to write and display your content in your report. You can use it to give further information about questions, give feedback or explain a particular answer. This is an absolutely essential building block of your PDF report.
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