Create a formula indicator to use the historic data of other indicators and
analytical functions to produce a computed score.
Formulas are often used to:
Role required: pa_admin, pa_power_user, or admin
- Calculate ratios and percentages
- Combine data from different applications
- Build predictive indicators based on historic performance
fields of a formula indicator are similar to an automated indicator except for
the condition. Formulas can consist of other indicators, constants, and time
series, or any combination of these.
In the Formula section of the Indicators form, click the Browse for
an indicator link.
Select an Indicator to display.
Note: You cannot delete any indicators, such as automated indicators, that are
used in a formula. You must change or delete the formula indicator before
you can delete any indicators used in the formula.
Select a Breakdown and breakdown
Element to filter the indicator data.
You can select an additional breakdown and breakdown element to further filter
Select a Default time series to use when aggregating the
Select the Apply time series to result check box.
When selected, the indicator calculates the formula first, then applies the
time series calculation to the result. For example, when calculating the
weekly average incident resolution time using the formula
to resolve incidents / total incidents resolved, the formula
first calculates the average incident resolution time for each day, then the
average of those times. Each day is given equal weight, leading to an
When cleared, the indicator applies the time series to each component
individually before calculating the score. Using the average incident
resolution time example, clearing the check box results in a weighted
average. The formula first calculates the weekly sum of the total time to
resolve incidents and the weekly total number of incidents, then uses those
values to calculate the weekly average time to resolution.
Clear the Allow breakdowns check box to prevent
breakdowns from applying to this formula component.
The Formula field is automatically populated
based on your selections.
Modify the Formula as needed. Enter any operators or
numbers to include in the formula. Use valid operator symbols, such as +, -, /,
%, >, <.
For example, if you want to calculate the average age of open incidents based
on summed age of open incidents and number of open incidents, you could use
this formula: [[Summed age of open incidents]] / [[Open incidents]] / 24
Formulas support multi-level breakdowns. For indicators that have
Collect breakdown matrix enabled, it is possible
to drill down to the second level in the detailed scorecard on the
Breakdowns tab. For example, Closed incidents by
Category, and then by Priority, or vice versa.