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Creating a Formula

PreviousFormula Field Editor NextRecord Level Option

Last updated 2 years ago

Check out the given walk through on the complete flow of Formula creation.

The user can select two level options to create the Formula Field.

Record Level: This option allows the user to save the Formula field as Dimension or Measure using the Save as drop-down menu.
Summary Level: This option saves the created Formula Field as a Measure only.

Please Note:

Click the Delete icon to remove the selected Formula Field.
If the name already exists for the formula, it will show a message, "Name already exists".

Click the Formula Field Editor icon to open the Create Formula window.