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Formulate
How To's and Knowledge Base Article for Formulate
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    • advanced visualizations calculations Community Discover Discover Advanced Formulate Learning Hub Model Present Publish Pyramid 2023 Tips&Tricks use case video
  • Learning Hub Guide: Data Concepts and Integrating Calculations in Pyramid

    Dive Deeper into the Basic Principles of Calculations with the Learning Hub Calculations are a key feature of the Pyramid Platform, offering powerful functionality across its modules.…

    • Sandra_Caballer
    • updated 4 mths ago
    • 119
    • 2
    • Formulate
  • How to use KPIs and Gauges in a Dynamic Way

    How to use KPIs and Gauges in a Dynamic Way The Use Case Working with a customer, I recently ran into an interesting use case that required dynamic band values in a KPI and a gauge view.…

    • Customer Solutions Architect
    • Moshe_Yossef
    • 7 mths ago
    • 88
    • 4
    • Formulate
  • How to create a parameter driven list and search across multiple attributes

    How to creating a parameter driven list and search across multiple attributes Imagine we have a long list of Values in a table. Now we want to filter out all lines that contain certain values but…

    • Pyramid Specialist, Trainer and Level 3 Certification
    • Richard_Osbourn
    • 1 yr ago
    • 154
    • 3
    • Formulate
  • Tip of the Day - Dynamic dimensions and measures

    How to create dynamic dimensions and measures that can be exchanged This tip & trick has been provided by @Michael Daun who created this solution while working on a project What to we want to achieve…

    • Lead Consultant Advanced Analytics
    • Michael_Daun
    • 1 yr ago
    • 355
    • 6
    • Formulate
  • Pyramid Data Tip of the Day - Metadata Tooltips and Clickthrough

    Video of the Day – Metadata Tooltips and Clickthrough Our video of the day looks at metadata tooltips and click through in the Formulate app. When working in the Formulate script editor,…

    • Ruby_Mitchell
    • 1 yr ago
    • 1reply
    • 59
    • 1
    • Last replyMichael DaunPartner Certified Level 21 yr ago
    • Formulate
  • How to add a Custom Visual

    How to add a Custom Visual Pyramid offers a broad spectrum of standard visualizations that are available to users in the Discover App. In order to include additional visualizations,…

    • Partner
    • Calvin
    • 1 yr ago
    • 142
    • 5
    • Formulate
  • How to find the "1st Month of the Year of the Previous Month" in a list

    How to find the "1st Month of the Year of the Previous Month" in a list In this question the user was asking how to find the first month of the year, but the basis for this search would not be the…

    • imbarmarinescubar_pyram
    • 1 yr ago
    • 94
    • 1
    • Formulate
  • Tips & Tricks: How to identify duplicated elements

    How to identify duplicated elements? A recent Question on the Community asked what would be a good way to identify duplicates. E.g. where an Element has been assigned a Status twice where it only…

    • VP Product Management
    • Ian_Macdonald
    • 1 yr ago
    • 63
    • 2
    • Formulate
  • How to build Aggregates with Context Calculations

    How to build Aggregates with Context Calculations Working with the more advanced functionalities of Discover can be seen as daunting, but don’t be afraid.…

    • Partner
    • Calvin
    • updated 1 yr ago
    • 77
    • 2
    • Formulate
  • How to use Measure Lists and Parameters

    How to use Measure Lists and Parameters Working with the more advanced functionalities of Discover can be seen as daunting, but don’t be afraid. Use the Tips & Tricks series to give you a quick way…

    • Let me connect you
    • Community_chris
    • updated 1 yr ago
    • 146
    • 1
    • Formulate
  • How to build a Tree Map Chart with Measure

    How to build a Tree Map Chart with Measure Tree Maps are a powerful visualization if well used and understood. Using Grouping and Measures we are able to create very insightful Tree Map Charts.…

    • Partner
    • Calvin
    • updated 1 yr ago
    • 120
    • 1
    • Formulate
  • How to cluster outliers and add regression lines

    How to cluster outliers and add regression lines Working with the more advanced functionalities of Discover can be seen as daunting, but don’t be afraid.…

    • Partner
    • Calvin
    • updated 1 yr ago
    • 55
    • 1
    • Formulate
  • How to build logical categorizations (Bins)

    How to build logical categorizations (Bins) Working with the more advanced functionalities of Discover can be seen as daunting, but don’t be afraid. Use the Tips & Tricks series to give you a quick…

    • Partner
    • Calvin
    • updated 1 yr ago
    • 69
    • 2
    • Formulate
  • How to use the List Builder to create a Word Cloud

    How to use the List Builder to create a Word Cloud Working with the more advanced functionalities of Discover can be seen as daunting, but don’t be afraid.…

    • Partner
    • Calvin
    • updated 1 yr ago
    • 70
    • 1
    • Formulate
  • How to: Creating a Custom Column to create a new attribute

    How to: Creating a Custom Column to create a new attribute In this usage of Custom Column, a new feature for Pyramid 2023, we will create a new column that represents the Domain of an email address…

    • Global Architect
    • Mark_Oldfield.1
    • updated 1 yr ago
    • 321
    • 1
    • Formulate
  • How to add subtotals for % Values to sum up to 100% in the category

    Question: How to add subtotals for % to sum up to 100% for the category In a recent internal discussion we came across this question and wanted to share the solution to a broader audience.…

    • VP Product Management
    • Ian_Macdonald
    • 1 yr ago
    • 1reply
    • 179
    • 5
    • Last replyLuke DyerCustomer1 yr ago
    • Formulate
  • How to: Display Daily Data in a Calendar View

    How to: Display Daily Data in a Calendar View When you are working with Daily Data it will sometimes make sense to display the information in a Calendar view.…

    • Customer Solutions Architect
    • Moshe_Yossef
    • updated 1 yr ago
    • 287
    • 8
    • Formulate
  • How to add conditional formats (coloring) to elements for particular columns

    Question: How to apply conditional Formatting to certain Columns In a recent Question in the Q&A Section by @Aaron Yohannan we got the question how to apply conditional formatting to certain columns.…

    • Pyramid Specialist, Trainer and Level 3 Certification
    • Richard_Osbourn
    • updated 2 yrs ago
    • 114
    • Formulate
  • How to create a Switch List. From Tips & Tricks August 22

    Sneak: How to create a Switch List The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use…

    • Always here - happy to connect, and help!
    • Angelie_Janssen.1
    • updated 2 yrs ago
    • 107
    • Formulate
  • How to create a custom sorted list for use in filtering. From Tips&Tricks 4/21

    Sneak: Scrollable panel layout + Select/Deselect in Sub-Totals + Custom Sorted Lists + Member Color Lock The Tips&Tricks Series is produced by the Customer Success Team.…

    • Always here - happy to connect, and help!
    • Angelie_Janssen.1
    • updated 2 yrs ago
    • 50
    • 1
    • Formulate
  • How to add a Custom Visual from the Marketplace. From Tips & Tricks Vol 3/21

    Sneak: How to add a Custom Visual from Marketplace The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to…

    • Always here - happy to connect, and help!
    • Angelie_Janssen.1
    • updated 2 yrs ago
    • 40
    • Formulate
  • How to create a Rank Calculation. From Tips & Tricks - Vol 2/21

    Sneak: How to create a Rank Calculation The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more…

    • Always here - happy to connect, and help!
    • Angelie_Janssen.1
    • updated 2 yrs ago
    • 54
    • Formulate
  • How to build Dynamic Today, current month, Previous Month etc. in Pyramid Formulate

    How to build Dynamic Today, current month, Previous Month etc. in Formulate Get Dynamic Dates Using Formulate Wizard. To make the access on the latest information,…

    • Customer Solutions Architect
    • Moshe_Yossef
    • updated 2 yrs ago
    • 331
    • 1
    • Formulate
  • Tips & Tricks Vol 3/21 - Discover - Formulate - Present - Publish

    Sneak: Add and show Top 10 filter + MiniMap to navigate grids + List of all objects + Custom Visuals Marketplace Tips & Tricks created by the Pyramid Customer Success Team The Tips&Tricks Series is…

    • Always here - happy to connect, and help!
    • Angelie_Janssen.1
    • updated 6 mths ago
    • 27
    • Formulate
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