Creating custom calculations is simple in Wink V2 using the Formula Column feature. This functionality allows you to apply custom formulas to your reports and dashboards.
Video Walkthrough
For a visual walkthrough, watch the attached Loom video: How to Add a Formula Column to a Report/Dashboard in Wink V2 It demonstrates the process step by step for easy reference.
Follow these steps to add formula column:
On a Report
On your report, click “Edit” located on the right-hand side.
In the Layout section, click the “+” next to “Columns”.
A new window will appear. Click on “Formula” on the right-hand side to create a custom formula.
CUSTOM FORMULA CREATION
- Column Name - Enter the desired name for the new column.
- Description - Provide a brief description to help you and others understand what this column represents.
- Formula - This is where you will enter the custom formula. You can refer to the "Formula Quick Guide - Full Reference" for a list of available functions and syntax to use in your formula. The guide is accessible via a link below the description.
After entering your formula, click “Add Column”.
The new column will be added to the end of your columns by default.
You can drag the column to rearrange it within the “Columns” section if needed.
Don’t forget to click “Save” to apply your changes.
The formula column will be added to your report immediately.
On a Dashboard
There are two methods for adding a formula column to a dashboard.
Method 1: Add Formula Column via Widget
Click “Edit” on the right-hand side of the dashlet you want to update.
Move your mouse to the upper-right corner of the widget, then click the three dots and choose “Edit”.
In the Layout section, click the “+” next to “Columns”.
A new window will appear. Click on “Formula” to add a custom formula.
CUSTOM FORMULA CREATION
- Column Name: Enter the desired name of the column.
- Description: Add a brief description.
- Formula - Enter the custom formula. Use the "Formula Quick Guide - Full Reference" for a list of functions.
Once done, click “Add Column”.
The formula column will appear at the end of the columns.
Drag it to reorder if needed.
Click “Save” to apply your changes.
Method 2: Add Formula Column via Data Source
You can also edit the Data Source directly and add a Formula Column. This way you can have a better view on what is happening on the backend.
On the top right corner, click on “Raw Data”
Click “Edit” to modify the source.
In the Layout section, click the “+” next to “Columns”.
Select “Formula” on the right-hand side to add a custom formula.
CUSTOM FORMULA CREATION
- Column Name: Enter a name for your new column.
- Description: Provide a description.
- Formula - Enter your custom formula using the available functions from the "Formula Quick Guide - Full Reference"
Once you’ve entered the formula, click “Add Column”.
The new column will be visible in the “Columns” section. Select it and click “Add Column”.
You can drag to rearrange, change Setup, and customize the column as needed.
Don’t forget to click “Save Changes” to save your updates.
Congratulations!
You’ve successfully added a formula column to your report or dashboard in Wink V2. This allows you to create custom calculations that are directly integrated into your data views.
Note: On a dashboard, the formula you add will only apply to the specific dashlet you edited. If you are using the same data source across multiple dashlets, you will need to add the formula to each dashlet individually.
Additionally, I’ve attached a Loom video on How to Add a Formula Column to a Report/Dashboard in Wink V2, which walks you through the step-by-step process for easy visual reference.