If you can write a spreadsheet formula, you can do this.
Year-to-date, growth versus last year, running totals, rankings — the numbers every business meeting asks for, written the way you'd write them in a spreadsheet, checked as you type.
How do BI formulas work in Klayara?
A BI formula is a calculation, such as margin, year-to-date revenue or days sales outstanding, that a dashboard works out from your data. In Klayara you write it the way you would in a spreadsheet, using 138 functions in twelve families, and it is checked as you type. Save it once to the workspace metric catalog and every chart uses the same definition.
The running total, climbing month by month — written in one line.
The numbers every meeting asks for.
- Year-to-date — where are we against the year?
- Versus last year — one toggle, change and % worked out
- Running totals — cumulative anything, by any group
- Rankings — top 10 with an automatic “Others” bucket
- Moving averages — smooth the noise, keep the trend
- Percent of total — every slice as a share of the whole
From everyday to advanced, all in the box.
One definition of the truth
Saved calculations live in a shared catalog. Define “Revenue” once and it means exactly the same thing on every dashboard, in every chart, for every person. The three-versions-of-the-same-number meeting is over.
Checked before it charts
Formulas are checked as you type, with problems pointed out in place. If a column a formula depends on changes later, the affected calculations are flagged — never quietly wrong.
Do I need to know SQL?
No. If you can write a spreadsheet formula, you can write a Klayara formula. Most dashboards need no formulas at all — and when you want one, the editor suggests functions and checks your work as you type.
What kinds of calculations are built in?
138 functions across maths, text, dates, logic and statistics — plus the business classics: year-to-date, growth versus last year, running totals, rankings, moving averages and percent of total.
Can we define a metric once and reuse it everywhere?
Yes. Saved calculations live in a shared catalog — define “Revenue” or “Active customers” one time and every dashboard, chart and person uses the same definition. No more three versions of the same number.
Can AI write a formula for me?
Yes, on Growth and Enterprise. Describe the calculation — "revenue minus cost as a share of revenue" — and the formula assistant writes it with Klayara’s 138 functions. It also fixes a formula with a mistake and explains any formula in plain words. It sees column names and types, never the data in your tables.
What happens if a formula is wrong?
It tells you before it charts. Formulas are checked as you type, with the problem pointed out in place. And before anyone renames or deletes a column, Klayara shows every chart, formula, rule and filter that uses it, so nothing quietly breaks.
Can we compare this period to the last one?
With a single toggle. Any chart can show the previous period alongside, with the change and the percentage worked out for you — or use the year-over-year functions in a saved metric.
Does year-to-date follow our financial year?
Yes. Year-to-date and quarter-to-date follow the financial year you set, such as April to March, so finance sees the same YTD figure it reports to the board. Month and week to date, month-on-month, quarter-on-quarter, period shifts and rolling windows are built in as well.
Can we calculate share of total and running totals?
Yes. Built-in functions cover running totals, ranks within a group, percentiles, the value from the previous row, and each item’s share of its group or of the grand total — including the total before the reader’s filters, which many management packs need.
Can a formula reveal data a user isn’t allowed to see?
No. Authors cannot use a column they are not allowed to see in a formula, and get no hint that it exists. Every chart built on a formula still applies each reader’s own row and column rules, the same as downloads and scheduled reports.
Go deeper
Semantic layer · AI formula assistant · Chart types · Data exploration
Bring your hardest metric.
The one nobody can agree how to calculate — tell us what it should mean, and we'll define it in Klayara together, once and for all.
Prefer to see plans first? See pricing