Calculated fields let you automatically display dynamic indicators directly on your companies in Sidely. They are especially useful for tracking field KPIs such as DN (numeric distribution), product availability, or information from forms.
In this example, we will create a DNO (%) calculated field, then add it to a custom category visible in the company display on the map.
Create a calculated field
1. Go to company fields
From the Sidely settings:
Open Settings
Go to Field settings
Click Company fields
Then scroll down to the Calculated fields section.
2. Add a new calculated field
Click the + button to create a new calculated field.
An editing window opens automatically.
3. Fill in the field information
Complete the main information:
Field name: DNO (%)
Field period: Static or Dynamic depending on your needs (for a DN kept up to date based on forms, choose Dynamic)
Configure the data filters
In the Data filters section, fill in the following:
Forms taken into account
Form template(s) taken into account
Form creator
Product categories
Brands
Products
Product tags
Company
User
Data period
4. Configure the calculation formula
On the right side of the screen:
Choose the "Product present" field and select it
⚠️ To calculate the DNO (mandatory DN):
The Product present criterion (without picking = is empty) must be required in your configuration.
Click the gear icon
Totals display: select Average of values to get a value in %
Then select Picking in the list below
Add the filter:
picking is empty
Then click Save, then Save again at the top right of the page.
Your calculated field is now created.
FAQ
1. What is a calculated field used for?
A calculated field lets you automatically display dynamic indicators based on your forms or your field data.
2. Can I create several custom categories?
Yes, you can organize your fields into several categories according to your needs.
3. What is the difference between an additional field and a calculated field?
An additional field is filled in manually, while a calculated field updates automatically according to defined rules.
4. Can I change the category after creation?
Yes, categories and fields can be edited at any time.