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Intro

​Each KPI can have a formula applied​​ to help manipulate it's actual or score. Below is a list of the available formula that can be set and their syntax. 

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1) Actual adjusting formulas

​​The in-built formulas include divide, multiply, add, subtract, percentage, min, max and average. These each take two parameters which are the names of KPIs in the current team. The result will be set as the KPI actual. e.g. =cloud.kippy.percentage("Actual Test Effort","Planned Test Effort")
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The use formula takes one parameters e.g. =cloud.kippy.use("Actual Test Effort") and will set the actual to the value of that KPI.

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The abs formula takes no parameters e.g. =cloud.kippy.abs()  and will set the actual to the positive value if a negative

value is entered (e.g. -1 => 1, 0=>0, 1=>1).  

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The copy function can be used to make the Actual the same as the Actual for another KPI from the same or different Team e.g. copy the ‘items sold’ KPI from the Sales team with =cloud.kippy.copy ("Sales","Items Sold")

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2) Referencing other teams​

KPi's on different teams can be referred to by prefixing the KPI name with the name of the Team and a full-stop e.g. =cloud.kippy.percentage("Actual Test Effort","Sales.Planned Test Effort") will get the Planned Test Effort from the Sales team.​

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The children formula can be used to sum the actual of all KPIs with the name kpiName in the current team’s direct sub-teams (i.e. one level below) e.g. =cloud.kippy.children.sum("kpiName")

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If the kpiName is not provided, then the name of the current KPI will be used e.g. =cloud.kippy.children.sum()

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3) Absolute values

KPI names can be replaced with absolute number values e.g.

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=cloud.kippy.divide("Monthly spend", 28)

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4) Variables

In the Tools | Formulas screen, variables can be added for each month with a value e.g. for February 2025, you could add a variable 'days of month' with a value of 28. 

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The variable can then be used in place of a KPI parameter name in any of the formulas e.g. to find the average daily spend, instead of setting the KPI formula as:

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=cloud.kippy.divide("Monthly spend", 28)

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it could be set as:

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=cloud.kippy.divide("Monthly spend", "days of month")

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The metric can then be set for each month (manually or via an API). 

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NOTE: Variables are system-wide but are scoped to each month. 

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5) Score adjusting formulas

Scores can also be manipulated with the following functions:

 

Restrict score to maximum of 100
=cloud.kippy.score.top()     


Restrict score to a maximum value e.g. 110
=cloud.kippy.score.top(110)    

Restrict score to minimum of 0

=cloud.kippy.score.bottom()     

 

Restrict score to a minimum value e.g. 10

=cloud.kippy.score.bottom (10)  

 

Restrict score to be within the range specified

=cloud.kippy.score.range ( 20, 80 )    
 

Absolute value e.g. -5 will be 5

=cloud.kippy.score.positive()    

 

Absolute value multiplied by -1
=cloud.kippy.score.negative()    

 

Set score as 0, 80 or 100 if below, between or above the two parameters
=cloud.kippy.score.mid(20,90)    

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6) System-wide score adjustments

System-wide score adjustments can also be set in Tools | Settings | Config.

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Upper and lower limits can be set for all KPI scores. 
 

Also, the banding for the red, amber, green can be adjusted holistically.

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7) Validation​

Formulas that do not pass validation will be shown as Red on the Maintain screen. 

Hover over the formula box for information about why the formula is invalid. 

The reasons may include:

- unsupported formula name

- referencing a non-existent KPI

- referencing a non-existent Team

- the wrong number of parameters for the formula

- spurious characters pasted in to the formulas e.g. Microsoft curly-quotes, single-quotes, etc. from Microsoft Excel.

 

Summary

Consider trying and testing new formulas in a test kippy instance.

Monitor formulas to ensure they are running as expected, especially KPI names are modified, or formulas are modified and there are already historical actuals.

For more advanced actual manipulation, use APIs and Adapters to implement complex and conditional logic. 

Contact support@kippy.me for any questions or to have additional formulas supported. 

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