Formulate (2020.20)

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Course Description

This eLearning training focuses on the Formulate module within Pyramid. You will receive expert insight around this application that is critical for harnessing the potential of Pyramid’s advanced data analysis. If you are using the 2023 version of Pyramid, there are new features that are not covered in this course. Here you can access feature videos that highlight key new enhancements included in the Pyramid 2023 release.

This training is based on Pyramid 2020.20, for the best experience please download the dedicated training model used throughout these walkthroughs, you can find the Formulate training model here.

Please adjust your screen zoom setting when you open a walkthrough to see it in full screen mode.

This course will cover the following learning objectives:


  • Formula using PQL
  • % of Parent calculations
  • Year to date (YTD) and Prior YTD formulas

Parameters and Lists

  • Top 10 products
  • Last N months trend chart
  • Last N weeks trend with Linear regression
  • Parameter date range
  • Moving average
  • % total using Measure parameters
  • Sales variance
  • Top products pie chart

Gauges, KPIs and Themes

  • Quick KPIs
  • KPI Grid Visual
  • Formulate KPIs
  • KPIs and Parameters

Dynamic Captions and Custom Visuals

  • Dynamic captions
  • Data source-driven color logic
  • Custom visualizations
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