Freeform Calculator

Calculate, combine, and visualize metrics from your freeform recorders. Create powerful data insights by aggregating multiple sources, tracking progress towards goals, and analyzing distribution patterns.

Setting Up a Calculator

1. Name Your Calculator:
   Choose a descriptive and unique name for your calculator within your dashboard, such as "Q1 Sales Target", "Team Performance", or "Resource Distribution".

2. Choose Visualization Type:

• Number View: Display your data with a large, clear numerical format that automatically handles large numbers. The view shows calculation type and timespan, while listing individual source values below for reference.

• Progress View: Track progress using either a circular gauge that shows percentage completion in ring format with color-coded indicators and current value against target, or opt for a space-efficient compact progress bar that displays the percentage of target achieved in a linear format.

• Distribution View: Visualize data distribution through either a donut chart featuring proportional segments with the total value in center and color-coded sections per source, or use a horizontal stacked bar that offers a compact alternative with easy source comparison.

3. Select Data Sources:
   Add one or more recorders as input sources to combine multiple metrics for comprehensive analysis. Use tag filtering to ensure precise calculations from your source data.

4. Configure Calculations:

• Basic Functions: Access essential calculations including the most recent entry (Last Value), total of all values (Sum), mean calculation across entries (Average), lowest recorded value (Minimum), and highest recorded value (Maximum).

• Advanced Options: Enable custom calculations for complex formulas, set target values for progress tracking, and specify grand calculation methods when working with multiple sources.

• Custom Calculations: Create custom formulas using recorder references and mathematical operations:
  - Each recorder is automatically assigned a reference (e.g., s1, s2)
- Combine references using standard mathematical operators (+, -, *, /)
- Example: s1 + s2 adds values from two recorders
  - Support for complex formulas like `(s1 + s2) * s3 - 150.

5. Define Time Range:

• All Time: Complete historical data

• Custom Range: Specific time period

• Real-time updates as new data is recorded

6. Customize Display Settings:

• Select from seven theme colors

• Toggle between standard and compact views

• Enable/disable source value display

• Set up change notifications

Advanced Features

• Tag Filtering:
  -Filter entries using hashtags
  -Combine multiple tags (e.g., "#sales #q1")
  -Include only relevant data points
  -Create focused calculations

  
  

• Collaboration Tools:
  -Share calculators with team members
  -Real-time sync across devices
  -Get notifications for data updates
  -Track changes automatically

  
  

• Data Management:
  -Automatic calculations
  -Secure data storage
  -Offline functionality
  -Instant sync when connected

Best Practices

1. Naming and Organization

• Use clear, descriptive names

• Group related calculators

• Maintain consistent naming conventions

2. Effective Visualization

Choose appropriate display types:

• Number View: Simple metrics

• Progress View: Goal tracking

• Distribution View: Source comparison

3. Data Accuracy

• Regular data validation

• Appropriate time range selection

• Careful tag management

4. Team Collaboration

• Clear sharing permissions

• Consistent update schedules

• Active notification management

Tips for Success

• Combine complementary metrics

• Use tags for detailed analysis

• Set realistic target values

• Monitor changes regularly

• Keep calculations focused and relevant

Security and Privacy

• End-to-end data encryption

• Secure cloud synchronization

• Private dashboard controls

• Automatic backup system