Custom Formulas

Create Custom Formulas for Reports & Dashboards

Turn raw database values into useful business metrics with custom formulas in Ubiq. Create calculated fields, transform values, and build the metrics your reports and dashboards need without changing the underlying source data.

Create calculated metrics from existing data.
Apply formulas while building reports and visualizations.
Keep business calculations close to your reporting workflow.

Create Your First Report Explore Report Builder

report builder with a custom formula editor open, a formula being created from two or more database fields, and the resulting calculated metric displayed in a chart or table.

Calculated Metrics

Create the Metrics Your Business Actually Uses

Database tables often store the individual values you need, while business reporting requires calculations built from those values. Custom formulas let you derive useful metrics directly while creating reports, instead of adding a new database column for every reporting requirement.

Build calculations from your existing data

Combine fields and calculations to create metrics that better represent how your business measures performance. Use formulas to derive values for reporting and then visualize the results in tables, charts, and dashboards.

This complements Ubiq's drag-and-drop reporting workflow by giving you more control when the metric you need is not stored directly in your database.

calculated field followed by the calculated result appearing as a new metric in a report

Flexible Reporting

Transform Data Without Modifying Your Source Database

Reporting requirements change frequently. Custom formulas allow report creators to perform reporting-specific calculations without asking developers to alter database schemas or create additional stored fields for every new metric.

Calculate new values

Derive reporting metrics from fields already available in your database.

Keep source data unchanged

Create reporting calculations without adding columns or modifying the underlying data model.

Use results in visualizations

Turn calculated values into meaningful tables, charts, and dashboard metrics.

Report Building

Use Formulas Alongside Visual Report Building

Start with Ubiq's visual report builder, select the data you want to analyze, and add calculations when your report needs a derived value. This keeps routine reporting accessible while still supporting more specific business logic.

When you need direct control over a query, you can also use the SQL query editor. Together, visual report building, formulas, and SQL provide different ways to work with data depending on the complexity of the analysis.

report builder workflow: choose fields → define a formula → preview calculated results → create a visualization

Dashboards & Analytics

Turn Calculated Values Into Dashboard Metrics

A formula becomes more useful when its result is easy to monitor. Add reports containing calculated metrics to your business dashboards so teams can track important measures alongside other operational data.

Custom calculations also strengthen your broader analytics workflow by helping turn stored data into metrics that are easier to compare, visualize, and interpret.

dashboard containing several visualizations, with one chart or KPI clearly based on a custom calculated metric

Reporting Workflow

Custom Formulas Across Your Reporting Workflow

Use calculations as part of a connected reporting workflow—from preparing metrics to exploring, presenting, filtering, and distributing the resulting reports.