Adding Formulas to a Dataset to Create a Custom Datapoint or Column

IntelliBoard Pro allows users with Visual Builder Permissions to edit and create reports by adding columns, filters, and formatting. Custom datapoints and columns can be creating by adding formulas.

To add a formula to a report:

Open the report you wish to add a formula in “My Datasets” tab. Check the report is either a user built report or a clone of an original “IB” report to have access to editing capabilities.
Click the “Edit” button in the top right corner of the report. The visual builder menu will pop up on the right side of the report.
In the “Layout” tab of the menu, scroll down to the “Columns” section and click “Add Column.”
At the top of the categories list is “Add Formula.” Click this option to open a DOS prompt window.
Type in the custom formula. The formula format is the same as an Excel formula. Available data points are listed in the categories to the right of the DOS window.
Once complete, click “Save” in the top right of the DOS window.
A pop up window will appear. Fill out the required fields: Formula Title (Column Header), Formula Description, and Type and click the “Submit” button.
The new datapoint/column will appear in the report.
Click “Save” in the top right of the report.

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Create Conditional Formatting to Highlight Important Data

SQL Building

Frequently Asked Questions:

An example data story: let's say we have courses in the LMS that are self-paced, maybe they are corporate training and the employee is required to complete the course within a designated time period, but because the course has a continuous enrollment there is no official end date in the LMS.

For this example we want to know when the course should be completed by. Our new datapoint/column will show us 90 days past the enrollment date. Let's start with a report that has some basic column information: User Name, Course Name, and Enrollment Start Date.

Follow the steps above to open the Formula building DOS window. Since the data point that we want to create is a specified period past the available data point “Enrollment Start Date,” let’s choose that data point from the list of available options: Enrollment Category>Enrollment Start Date.

You will see this datapoint added to the DOS prompt window. Now, we want to know when the course should be completed by—90 days past the enrollment date.

The formula is as follows: [Enrollment Start Date]+60*60*24*90

Here we need to tell the computer what the “90” means. So, the formula is specifying 60 seconds in a minute x 60 minutes in a hour x 24 hours in a day x 90 days.

Once you completed typing the formula, click "Save" in the top right of the prompt window. You will see a pop-up box asking you to name the column, let's call it Enrollment Ends. You will also be asked for a description--we recommend rewriting the formula here for future reference.

Click the "Save" button at the top right of the report--that's it you're done! You created a custom datapoint/column. Give it a try and see what custom datapoints you can come up with.