Configure Edit Formulas

Dayforce Implementation Guide
Version
R2025.1.1
Configure Edit Formulas

When a value produced by the planning calculations is changed, either by user input or by the calculation process of Dayforce, the edit formulas determine what part of the formulas associated with the change is altered to compensate.

Before You Begin: If you don’t set up an edit formula, Dayforce automatically adds the ApplyRatio.<KPI> edit formula (where <KPI> is the name of the KPI you’re using) to your KPI metadata.

To configure an edit formula:

  1. Go to Plan Setup > KPI Metadata and click the Edit Formulas tab.
  2. In the sidebar, select a KPI metadata set and then click Add.
  3. In the KPI drop-down list, select the KPI that the edit formula acts on if the data contained in the KPI is changed. The drop-down list contains all of the KPIs that are configured for your organization.
  4. In the Forma Column drop-down list, select the forma column that the edit formula acts on.
  5. In the Zone drop-down list, select which zone the edit formula applies to.
  6. In the Predecessors field, enter any KPIs that roll up into the edit formula’s KPI. Input the predecessor KPIs by their number, in brackets. For example, {1} denotes KPI 1. Use arithmetical operators to denote the relationship between them:
  7. Predecessors field showing {44}+{24}.
  8. In the screenshot above, KPIs 44 and 24 are added together to roll up into the selected KPI. See KPI Metadata Formula Library.
  9. Configure the appropriate Zone Reverse Formula, Zone Variables to Change, Location Reverse Formula, and Location Variables to Change for the Daily and Weekly settings.
  10. Values might be calculated differently for zones and locations, based on daily and weekly needs:
    • Reverse Formula: Input the formula that Dayforce looks to when the specified KPI is altered. This should be the formula used to calculate the KPI specified in the Variables to Change setting below.
    • Variables to Change: Determines which of the related KPI variables involved should be changed when the configured KPI value is altered.
  11. Click Save.

Example

An administrator wants to set up a KPI edit formula so that daily KPI values are derived from weekly KPI values in Plan, even if the daily or weekly values are zero.

To configure the rule for this example:

  1. Go to Plan Setup > KPI Metadata and click the Edit Formulas tab.
  2. Select a KPI metadata set and then click Add.
  3. In the KPI drop-down list, select the KPI that you want to apply the edit formula to.
  4. In the Forma Column drop-down list, click Adj. Forecast.
  5. In the Zone drop-down list, select the zone which the edit formula applies to.
  6. In the Location Reverse Formula field, enter the following formula (where <KPI> is the name of the KPI that you selected in the KPI drop-down list):
  7. if({<KPI>}>0,{ApplyRatio.<KPI>},{Weekly.<KPI>})~if({<KPI>}>0,{ApplyRatio.<KPI>},{weeklyof.<KPI>.-1.2}}
  8. In the Location Variables to Change field, enter the following formula (where <KPI> is the name of the KPI you selected in the KPI drop-down list):
  9. {predecessor.<KPI>}~{weeklyof.<KPI>.1.2}

When configured, you can enter a weekly KPI value in the Manager Adjust column in Plan and Dayforce distributes daily values based on the number that you specify.