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Go back to view or edit a formula that was previously added to a search or Dashboard Tile.
You can always go back and view or edit a formula that was added to a search, by clicking the edit icon next to its name in the Columns listing. Anyone with edit privileges on a Dashboard Tile can also edit any formulas it contains. To view or edit an existing formula in a Dashboard Tile:
  1. Navigate to the Dashboard that contains the Dashboard Tile with the formula, click the More menu icon, and select Edit.
  2. Scroll to the bottom of the Columns listing. You’ll see a data source called Formulas.
  3. Expand Formulas to see a list of all the formulas in this Dashboard Tile.
  4. Click the edit icon next to the formula name.
  5. View or edit your formula in the Formula Builder.
    NoteFormula elements are color coded by type and can include the formula operators and functions (blue), the names of columns (purple), and/or constants (black).
  6. If you edited your formula, click Save to save your changes. Otherwise, click Cancel.

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Last modified on September 23, 2026