# Record Level Option

{% hint style="success" %}
*Check-out the walk-through on how to create a formula field at the record level.*&#x20;
{% endhint %}

<figure><img src="/files/8PTippqmlXGKT4NZMSRJ" alt=""><figcaption><p>The Record Level Formula Field created with the Elastic Search Data Store configuration</p></figcaption></figure>

<figure><img src="/files/lQGhd52P0QdiYsBiRPXs" alt=""><figcaption><p>The Record Level Formula Field created with the MongoDB Data Store configuration</p></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note</mark>: You can read the* [*<mark style="color:blue;">**Data Store Settings**</mark>*](/bdb-documentation/core-platform/platform-administration/admin-panel-options/configurations/data-store-settings.md) *configuration option provided under the* [*<mark style="color:blue;">**Admin Panel Options**</mark>*](/bdb-documentation/core-platform/platform-administration/admin-panel-options.md)*.*
{% endhint %}

* 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](/files/wPCZQSeBZYrXaRNC1V8P)

* The user gets redirected to the ***Create*** ***Formula*** window.&#x20;
* Navigate to the ***FORMULA*** tab (opens by default)<mark style="color:purple;">.</mark>
* **Formula Name**: Give a title to the formula field<mark style="color:purple;">.</mark>
* **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.     &#x20;

![The Create Formula window](/files/RIeoEDk5WjUKXtiui6bT)

* The newly created formula field gets added to the selected Data Store.

&#x20;   ![](/files/a8voZsVxKReY6rWUk0Ma)

{% hint style="info" %} <mark style="color:green;">Please Note:</mark> *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.*
{% endhint %}

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

<figure><img src="/files/LDkAyEd7fWoTGhQ4lPRH" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> 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.*
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.bdb.ai/bdb-documentation/data-visualization/self-service/design/formula-field-editor/creating-a-formula/record-level-option.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
