Using JRNI
Appointments
Calendar overview
Creating appointment bookings
Locating bookings and customers
Blocking out time on the calendar
Rescheduling and canceling bookings
Adding attendees to existing and upcoming bookings
Changing the staff member or resource on an upcoming booking
Creating pre and post appointment questions
Using Check In for appointments
Creating and managing bookings via Call Center
Parent and Child level overview
Locations overview
Personal Booking Links
Resolving conflicting shift patterns
Staff
Creating staff members
Editing and removing staff members
Creating availability for multi-location staff
Creating and managing staff availability
Configuring availability by method
Services
Creating and editing Services
Configuring the reservation workflow
Categories
Creating service schedules
Resources
Analytics
Analytics overview
Using the Basic Dashboard
Using the HQ Dashboard
Using the Appointment Dashboard
Using the Event Dashboard
Using the Conversion Dashboard
Using the Capacity Dashboard
Exploring the library of Dashboards and Reports
Sending, scheduling, and downloading Reports/Dashboards
Creating and modifying a Dashboard
Creating your own Reports
Setting up KPI targets and alerts
Filtering Dashboard and Report data
Using Table Calculations
Drilling down into your data
Google Analytics - New Customer Journeys
Using the lead time dashboard
Booking journeys
Appointment automation
Virtual Queuing
Overview of JRNI Virtual Queuing
Setting up a virtual queue
Overview of the Concierge page
Setting up and managing a display board
Managing live queues via the Concierge page
How customers can join a live queue
Events
Branding
How to translate your content
Account Settings & Administration
How to reset or update your JRNI password
Understanding user roles and permissions
Creating and managing user access
Connectors & API
Calendar
Video
CRM
Salesforce
Guide to Salesforce Integration with JRNI
Set up the data sync
Map customers, appointments and events
Link JRNI staff to Salesforce users
Standard and Custom object mapping
Use Studio inside Salesforce
Manage user permissions and profiles
Set up a booking journey in Salesforce
Add BookingBug updates to Chatter
Integrating with Yext for JRNI Appointments
Release notes
V7.23.0 (July 31 2023)
V7.22.0 (July 24 2023)
V7.21.0 (July 18 2023)
V7.20.0 (July 5 2023)
V7.19.0 (June 29 2023)
V7.18.0 (June 26 2023)
V7.17.0 (June 14 2023)
V7.16.0 (June 8 2023)
V7.15.0 (June 1 2023)
V7.14.0 (June 7 2022)
V7.11.0 (April 24 2023)
V7.10.0 (April 20 2023)
V7.9.0 (April 12 2023)
V7.8.0 (April 5 2023)
V7.7.0 (March 30 2023)
V7.6.0 (March 29 2023)
V7.5.1 (March 20 2023)
V7.5.0 (March 16 2023)
V7.4.0 (March 11 2023)
V7.3.0 (March 9 2023)
V7.2.0 (March 8 2023)
V7.1.0 (March 6 2023)
V7.0.0 (February 9 2023)
Table of Contents
- All Categories
- Using JRNI
- Analytics
- Using Table Calculations
Using Table Calculations
Updated
by Tara
With JRNI Analytics Plus, you can use Table Calculations to create your own metrics, and gather even more meaningful insights from your data. In the example below, we’ll create a simple calculation to display a percentage.
Table Calculations will appear in green on your report.
Table Calculations operate from the existing fields (dimensions/measures) added to a report. These will need to be in place before you can create a calculation. Check out “Creating your own reports” to learn more about adding your dimensions and measures.
Creating a Table Calculation
- Navigate to the Explore page of a report.
- From the Data section of the report, click the Calculations button.
- Enter a title to describe the purpose of your calculation (this will display as a label on your report).
- From the editor box, you can begin to locate and select the fields you wish to use for your calculation:
- We recommend typing the “$” symbol, so that the editor will suggest a list of fields already in use on your report (marked with a black dot), including any Totals used.
- Or, type a blank space to see the full list of fields that are available.
- As part of your formula, you’ll need to insert an “operator” to tell your calculation what you want to do with the fields you have chosen. For example:
- Mathematical (such as +, -, *, and /)
- Comparison (such as =, >, and <=)
- Logical (such as AND, OR, and NOT)
- Optionally, use the Format dropdown on the right to select a predefined format for your calculation (e.g percentage) or create a “custom” one.
- Click Save Table Calculations to add it to your report.
In the example above, you’ll see we have used the “$” symbol to narrow down to the fields used on our existing report, used a mathematical operator (the forward slash) between our two chosen fields to perform a division, and then used a predefined format to display a percentage.
You can add as many calculations as you like by using the Add Table Calculation button.
Removing, Hiding or Editing Table Calculations
- Navigate to the Explore page of a report you wish to edit.
- From the Data section, locate a table calculation (will appear in green columns).
- Click the cog/gear icon.
- Select whether you wish to Remove, Edit (this is particularly useful to inspect existing calculations made by others), or Hide the calculation.
Still have questions?
If you have further questions about using Table Calculations or using JRNI Analytics Plus, please contact JRNI Customer Support, who will be happy to help.