Prerequisites : This feature is available for users with a functional administrator role.
Log in to Io-base and click the button at the top right of your screen, highlighted below :
The Io-base administration page opens.
Go to the Referentials/Formulas management menu.
You have the possibility to export and import your formulas.
Export formulas
To export formulas, click on the
button, at the top-right of your screen.
Then, click on Export formulas.
A pop-up window with a drop-down list opens.
In the drop-down list, select the database for which you want to export the calculated metrics.
By default, a file name is generated as [database name]_[today’s date]. You can modify it if you wish.
Then, click on OK .
An Excel file containing all the formulas (calculated metrics) within the selected database will be downloaded.
File's structure
The file contains a sheet (named after the selected database) with several columns:
ID: Formula identifier
Name: Formula name
Description: Formula description
Formula: Expression of the formula
Periodicity: Calculation frequency of the formula
Timezone: Time zone applied to the formula
SourceValidityInSeconds: The formula won’t execute if the data is older than this value
ResultType: Result type (REAL, INT, BOOLEAN)
Unit: Unit of the calculated metric
Enabled: Indicates whether the formula is active (TRUE) or inactive (FALSE).
Import formulas
You have the possibility to import formulas from an excel file.
Import Rules
When a file is imported, the following rules apply:
Import does not allow the deletion of metrics. If there are missing rows in the file compared to the referential, nothing will happen. To delete calculated metrics (formulas), go to the Referentials / Metrics Management menu.
Import allows modification of the following:
Description
Formula expression
Calculation periodicity
Time zone
Data validity in seconds
Result type
Unit
Enable/disable a formula
Creating Formulas via Import
Import also enables you to create calculated metrics (formulas).
Warning! To create metrics via import, leave the first column “ID” empty.
Then, you can fill in the other columns as desired. However, be cautious not to use Excel-like formulas during data entry.
Note: The metric name should not contain special characters (only underscores (“_”) and periods (“.”) are accepted).
Below, highlighted in red, is a valid entry for creating a metric via import for the “main” database.
Note : The creation of metrics via the importation is not available for Google Sheet.
Therefore, prefer using Excel for this functionality.