Academy

Join the Intrafocus Academy

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategy & KPI Resources

A library of resources for anyone interested in strategic planning and KPI management

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

Spider Impact KPI Software

Intrafocus is the only EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact - Video Guides

From getting started all the way through to integrating into back-end systems.

Spider Impact - Documentation

Everything you need to know to set up Spider Impact, configure and import data

My5 KPIs - On your PC, Mac & Phone

Keep your key performance indicators to hand with the My5 KPIs universal application

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

Dataset Equations: Fields and Filters

You are here:
Estimated reading time: 3 min

Calculated dataset fields

You can build dataset fields that are calculations based on other dataset fields. This includes fields in other datasets. To do this, we’ll click the “Add” button in the Fields panel on the Datasets Edit tab.

This opens the Add Field dialog. We’ll choose Calculated for the type and we’ll click “Set Equation”.

Now we can build the field’s equation by choosing dataset fields on the bottom, clicking the “add” button to add them to the equation panel above, and by typing text directly in the equation panel.

In this example, we’ve got a Customers dataset and we’re building a calculated field to track the customer’s name. The equation says to use the “Company” field for the customer name if it’s not empty. If there’s no company specified, use a combination of the point of contact first and last names.

Once we build the calculated field, it is listed with all of our other fields in the Fields panel.

Here’s our new customer name field on the Records tab.

For information about all of the functionality that equations support, please see the Equations article.

 

 

Filter equations

Dataset filters are used throughout Impact. For example, here we’re on the Datasets Explore tab seeing all 29,085 total records. We’ll add a filter by clicking on the “add” button in the Active Filters panel.

The “is any” filter allows you to choose specific field values. In this example we’re showing records where the Sales Employee is “Delphine Calmes”. You can also click the “add equation” button.

This opens a dialog where you can build an equation to match field values against. In this nonsense example, we’re matching records where the sales employee field matches the sales department field with “ test” added to the end.

Here’s what our filter looks like when we’re done.

You can write equations against more than just text. In this example we’re adding an “after” filter to the Sale Date field.

On the next step of the wizard we’ll change the date to calculated and click the Set Equation button.

We can build an equation to compare the Sale Date against another date field, but instead we’re going match all dates in the past year.

Here’s our new filter in action, showing only 6,595 matching records.

Was this article helpful?
Dislike 0
Views: 8