Custom formulas for filtering
One might want to use this technique when monitoring multiple accounts for risk conditions, and filter a view to just those accounts that meet the condition.
- Have both the Account Summary and the new Formulas widget open
- Create a new formula by hitting the + button in the toolbar, the Formula dialog will open.
- Give your formula a name
- Use the prefix "account." for different account values and simple math operators to construct a formula
- In this example, we are creating a filter to show accounts with a negative balance
- To use the formula as a filter, check the "Condition" box
- Save the formula
- Go to the filters menu in the Account Summary view and choose the filter you just created
Custom formulas for custom columns
One might want to use this technique to create a column to display some risk algorithm that indicates when accounts might be getting into trouble.
- From the task menu, or from the +Column tab in the Column manager dialog, create a new formula, the formula dialog will open.
- Give your formula a name
- Use the prefix "account." for different account values and simple math operators to construct a formula
- In this example, we are creating a column showing purchasing power minus margin, shown as a percentage
- Save the formula
- Because we started the formula from the +Column tab, once the formula was saved it was added to the "In window" tab