Creating User Defined Fields to add to Custom Price Pages

Telemet Orion users can construct their own ‘User Formulas’ which will then be available to add as custom columns on Telemet Orion Pages. These formulas can contain most data fields, user defined Global Values, and even other User Formulas.  Most standard mathematical operations can be used.

For example, let’s say you want to capture a Cash Margin position on your holdings Page.  You may create a User Formula like the one below to allow for a negative Market Value and then add it as a Custom Column on your page.

To Create a New User Formula:

1.      Tools > User Formulas > New

2.      Enter a name for the formula

3.      Click in the Formula box, then click on Insert, choose what to insert into the formula, then choose OK

·         Field: Double-click on the folder that contains the field you want to insert, pick your desired field and choose OK

·         Another Formula: Select an existing User Formula and choose OK

·         Global Value: Choose an existing Global Value and choose OK (Please note that new Global Values can be created in this dialog as well. See Help Topic on Global Values for details)

·         Total on Field: Select the type of Total and whether it should be applied to a page or a Group. Choose OK and Select the Field that will be totaled.

·         Total on Formula: Select the type of Total and whether it should be applied to a page or a Group. Choose OK and Select the User Formula that will be totaled.

4.      Add other Fields, Global Values, etc as needed to the formula

5.      Add any mathematical symbols needed using the standard keys your keyboard, parentheses and brackets can be used as well

6.      Click on the Check button to test the mathematical validity of the formula, then click on OK to complete the User Formula

To Add a User Formula to a Page:

1.      Options > Columns

2.      Scroll down in the Columns box and double-click on User Formulas

3.      Click on the name of the User Formula you want to add as a column. You will see the name move into the Selected Columns box in the right-side window.

4.      If necessary, adjust the position of the column by clicking on it once to select it and then using the up and down arrow buttons below the box

5.      Choose OK to add the column and view the result on the Page