Formulas in the Results Program

When configuring that a Results Program considers a formula in the calculation of the Score, the Results Program's score will be calculated taking into account the result of the contracted metrics and a formula.

In this formula, information such as trigger indicator values, block results and the program's Score value can be used.

The Results Program's score

The Program's score can be used in the formula through the name: “Rating”.

Trigger and Formula

The trigger is a variable that can be used in the formula. This guarantees flexibility, as we do not directly use indicators. In this way, we can use different indicators linked to the same trigger, in different panels. In addition to the triggers themselves, we can also use blocks that function as triggers when referenced in the formula. With this, we can change the behavior of the formula without changing it.

Configuring Triggers and Formula

To learn how to configure the Triggers and formula, click here.

Supported functions

The following functions can be used in a formula:

1. HasTrigger([Trigger], [Measure]): Accepts 2 parameters: Trigger and the measure corresponding to the indicator related to this trigger.
   • Example of Measures: Actual, Target, Performance. Returns true or false, indicating whether the trigger and the informed measure exist in the panel.
2. GetTrigger([Trigger], [Measure]): Accepts 2 parameters: Trigger and the measure corresponding to the indicator related to this trigger.
   • Example of Measures: Actual, Target, Performance. Returns the indicator measure value related to this trigger.
3. HasBlockValue([Block], [Measure]): Accepts 2 parameters: Block and the measure corresponding to the block related to this this trigger.
   • Example of Measures: Score, Performance, Contribution. Returns true or false, indicating whether the block and the informed measure exist in the panel.
4. GetBlockValue([Block], [Measure]): Accepts 2 parameters: Block and the measure corresponding to the block related to this this trigger.
   • Example of Measures: Score, Performance, Contribution. Returns the indicator measure value related to this block.
5. If([Condition], [Value if true], [Value if false]): Accepts 3 parameters: Condition, value to be used if the condition is true and value if the condition is false.
   • Returns the value according to the condition.

Trigger precedence

The HasTrigger and GetTrigger functions search for indicators by their Triggers in the following order:

1. The individual Trigger KPIs (defined in each panel).
2. In the Results Program configuration (The default Trigger KPIs).

If a value for the Trigger and the required Measure is not found, the "HasTrigger" and HasBlockValue functions will return false and the "GetTrigger" and "GetBlockValue" functions will return null.

Values ​​of the Indicators and Blocks that can be used in the Formula:

1. Actual
2. Target
3. UpperTarget 
4. BottomTarget 
5. Forecast
6. Projected
7. Performance (Indicator or Block)
8. Contribution (Indicator or Block Contribution in the Dashboard - Score). To use this variable in the case of an indicator, it is necessary to hire the indicator in the program and define it as a trigger. This variable is widely used in scenarios, such as: if trigger “x” does not have its target hit, the contribution of indicator “y” in the results program will be disregarded.
9. Weight (Indicator or Block Weight on the Panel). To use this variable in the case of an indicator, it is necessary to hire the indicator in the program and define it as a trigger.
10. Score (Indicator or Block Score on the Dashboard). To use this variable in the case of an indicator, it is necessary to hire the indicator in the program and define it as a trigger.

In addition, the Rating, which is the Results Program Score, can be used. This variable is not an indicator measure, so it CAN'T be used inside HasTrigger and GetTrigger functions.

To use the Contribution, Weight and Score of the Indicator in the panel read the section: 'Using Indicator Values ​​of the Dashboard'.

Using panel indicator values

To use panel indicator values ​​in the formula, it is necessary to hire this indicator in the panel and associate this indicator with a trigger, so it is possible to use the contribution, grade and weight values.

The image below demonstrates a program that has the formula GetTrigger("Panel Indicator","Contribution") * 2, what the user wants is to use the contribution of the panel indicator "Expenses (Millions)", for this he hired the indicator in the panel and associated it to the 'Dashboard Indicator' trigger, making it possible to access the contribution of “Expenses (Millions)” through the 'Dashboard Indicator' trigger.

Formula Example

Rating * (1 + If(HasTrigger("Agenda Compliance","Performance"),

If(GetTrigger("Agenda Compliance","Performance") <= 0.699,

  -0.1,

If(GetTrigger("Agenda Compliance","Performance") <= 0.9 && GetTrigger("Agenda Compliance","Performance") >= 0.7, -0.7,

  If(GetTrigger("Agenda Compliance","Performance") <= 0.99, -0.05, 0))), 0)) * GetTrigger("Bonus","Actual")

• The first If checks if the performance measure for the agenda compliance trigger exists in the panel, if it does not exist, the value used in the calculation will be 0, if it exists, a new If is executed;
• The other If checks if the performance of agenda compliance is less or equal to 0.6999, if this condition is true, the value used in the calculation will be -0.1, otherwise, the formula checks if this performance is between 0, 7 and 0.9, if it is, the value used in the calculation will be -0.07, otherwise, the formula checks if the performance is less or equal to 0.99, if it is, the value used in the calculation will be -0, 05, otherwise the value used in the calculation will be 0.
• The value of this expression is added to the value 1, this result is multiplied by the previously calculated panel score. This can cause the previously calculated grade to be decreased if the performance of the Staff Compliance trigger is below 100. Then, the new grade is multiplied by the Real of the indicator related to the Bonus trigger, this last case is probably a bonus reference (value).

Example Scenario:

Given that a panel exists under the following conditions:

• This panel has grade 3
• This panel has the Agenda Compliance trigger
• The performance of this trigger is 0.8
• This panel has the Bonus trigger and theperformance of this trigger is 1.5
• When the formula is executed, the panel grade should become 4.185