Formulate (2023)

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Price

Free

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Course Description

This e-Learning training focuses on the Formulate module within Pyramid.

Formulate allows advanced pro end-users to build custom KPIs, member lists, formulas, scripts, and more, using the Pyramid Query Language (PQL) or MDX. These can then be used in visualizations and queries to customize content or inject formulas and values into data.

In this course, you will receive expert insights around this application; critical for harnessing the potential of Pyramid’s advanced data analysis.

This training is based on Pyramid 2023. You can complete the course on the Pyramid Explore sever; simply sign-up for access. Or you can install this Training Model (2023) onto your own Pyramid environment.

Course Content

UNIT 1: CALCULATIONS
Walkthrough 1: Overview of Formulate and Total Sales formula
Walkthrough 2: % of Parent calculations
Walkthrough 3: Year to date (YTD) and Prior YTD formulas
UNIT 2: PARAMETERS AND LISTS
Walkthrough 4: Top 10 products
Walkthrough 5: Last N Months trend
Walkthrough 6: Last N Weeks trend with Linear regression
Walkthrough 7: Parameter Date Range
Walkthrough 8: Moving Average
Walkthrough 9: % Total using Measure parameters
UNIT 3: GAUGES, KPIS AND THEMES
Walkthrough 10: Sales Variance
Walkthrough 11: Top products pie chart
Walkthrough 12: Quick KPIs
Walkthrough 13: Grid KPIs
Walkthrough 14: Formulate KPIs
Walkthrough 15: KPIs and Parameters
UNIT 4: DYNAMIC CAPTIONS, CUSTOM VISUALS AND CUSTOM COLUMNS
Walkthrough 16: Dynamic captions
Walkthrough 17: Data source-driven color logic
Walkthrough 18: Custom visualizations
Walkthrough 19: Custom columns
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