Record Level Option

Check-out the walk-through on how to create a formula field at the record level.

The Record Level Formula Field created with the Elastic Search Data Store configuration
The Record Level Formula Field created with the MongoDB Data Store configuration

Please Note: You can read the Data Store Settings configuration option provided under the Admin Panel Options.

  • Navigate to the Design tab after selecting a Data Store to design a new view.

  • Click the Formula Field Editor icon.

Accessing the Formula Field Editor icon on the Design page
  • The user gets redirected to the Create Formula window.

  • Navigate to the FORMULA tab (opens by default).

  • Formula Name: Give a title to the formula field.

  • Save as: Select an option from the drop-down menu to decide the type of the Formula Field.

    • Dimension

    • Measure

  • Fields: All fields from the selected Data Store list in this window. The users can select the required fields by tapping on them.

  • Operators: All the available operations list in this window. The users can select the required operations to add and complete the formula.

  • Functions: All the available functions list in this window. The users can select the required functions to apply them to the chosen field.

  • Click the SAVE option to save the formula.

The Create Formula window
  • The newly created formula field gets added to the selected Data Store.

Please Note: The Formula Fields that are created with the Record Level option can be saved as either Dimension or Measure. Based on the selected option for the Save as, the displayed Fields may vary in the right-side panel.

The following image displays how the fields get changed when a new Formula Field is created at the Record Level:

Please Note: Double click on the Functions or Operators from the Formula Field Editor where the MongoDB server is configured in the Admin Settings as it generates one expression. The tan function does not support the MongoDB server.

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