Common Formulate Workspace

This section covers the various features that are common to multiple Formulate modules.

General

  • Formulate Panels: Common panels in the Formulate workspaces.
  • Properties Panels: Panels that are used to inject hierarchies, elements, and measure into custom business logic.
  • Functional Selection: Built-in reference functions that enable users to define a function for selecting the appropriate element without to choosing a specific, hard-coded value.
  • Internal Parameters: View and edit internal parameters that may be deployed inside any logic item.

Quick Navigation

  • Quick Discovery: Open saved custom business logic (such as a Formula or KPI) as a new discovery.
  • Quick Logic: Create a new List, Formula, KPI, Parameter, or Column using the current data model. A new Formulate tab opens.

Scripting and AI

Script Editor

  • Script Editor: Edit your logic manually using a specialized text editor.

Chatbot

  • Chatbot Calculations: Use the Chatbot to create calculations (formulas, lists, or columns) using natural language prompts.