Create a Summary Level Formula Field

A Summary Level Formula Field is a calculated field evaluated after aggregation (on grouped/aggregated results).

Use a Summary Level Formula field to derive metrics such as ratios of totals, aggregated deltas, or post-aggregation KPIs.

Note:

• Summary-level formulas are always saved as Measures.

• The summary-level formula field is not available for spaces where the MongoDB server is configured in Admin Settings.

Prerequisites:

• You are on the report’s Design page (Design canvas).

• The connected Data Store supports summary-level calculations.

Create a Summary Level Formula

1. Open the Formula editor

   • On the Design page, click Create Calculated Field (calculator icon).

   • The Create Calculated Field window opens with the FORMULA tab selected by default.

2. Define metadata

   • Formula Name: Enter a name for the new field (e.g., Conv_Rate, YoY_Growth).

   • Level: Choose Summary Level from the drop-down.

   • Save as: Select Measure (only option for Summary Level).

3. Build the expression

   • Fields: From the Fields panel, click to insert aggregated fields (e.g., Total_Orders, Total_Clicks).

   • Operators: From Operators, select the required operator(s) (e.g., +, -, *, /).

   • Formula Expression: Compose the expression using inserted fields and operators.

     • Example: Total_Orders / Total_Visits (for conversion rate)

4. Save

   • Click Save.

   • A notification confirms the Formula Field is created.

• The new Summary Level Formula Field appears under the field list as a Measure.

Use the Summary Formula in a View

1. Add to the View

   • Add the newly created Formula Field to the top field panel (New UI) or drag it to the canvas (Old UI) along with existing columns.

2. Render the View

   • Click GO (New UI) or place fields (Old UI).

   • The summary metric is computed post-aggregation and displayed in the View.

3. Validate and Save

   • Verify the values reflect the intended aggregation logic.

   • Click Save View to persist changes to the report.

Option Reference

Option	Description
Formula Name	Title for the new metric (appears in field list and labels).
Level	Must be Summary Level for post-aggregation calculations.
Save as	Measure (required; Summary Level cannot be saved as a Dimension).
Fields	Insert aggregated fields available from the Data Store.
Operators	Arithmetic and comparison operators to build expressions.
Formula Expression	Expression evaluated after grouping/aggregation, producing a single metric per group.

Examples (Illustrative)

• Conversion Rate: Total_Orders / Total_Visits

• Average Order Value (post-agg): Total_Revenue / Total_Orders

• Share of Category: Category_Revenue / Total_Revenue

Tip: If you need per-row computations (e.g., Price * Qty), use a Record Level Formula Field instead.

Notes & Constraints

• Measure-only: Summary Level formulas are always saved as Measures; they cannot be saved as Dimensions.

• Availability: The Summary Level option is not listed when MongoDB is configured in Admin Settings.

• Aggregation context: The result reflects the current grouping, filters, and drill state in the View.

Troubleshooting

• Summary Level missing: Verify your space is not configured with MongoDB in Admin Settings.

• Unexpected values: Check grouping/filters; summary formulas compute after aggregation.

• Field not shown: Ensure you clicked Save in the Formula editor; refresh the field list if needed.

• Wrong chart behavior: Confirm the field is a Measure (it will be, by design) and assigned to the correct axis if necessary.

Best Practices

• Use clear, concise names (e.g., CR, AOV, Gross_Margin_Pct) and document formula intent in the Description (if available).

• Prefer Summary Level for ratios of totals or post-agg comparisons; use Record Level for row-wise derivations.

• Validate with a small, filtered subset to confirm logic before applying across the full dataset.