Self-Service Visualization
  • What is a Report?
  • Creating a new Report
    • Accessing the Report Module
    • Create New Report
      • Creating a new Report with an Existing Data Store
        • Creating and Updating Instance
      • Creating a new Report by Uploading a File
        • Creating a new Report by Uploading a CSV File
        • Creating a new Report by Uploading an Excel File
      • Creating a new Report with Data Preparation
        • Create a Report with Data Preparation - Inside the Report UI
        • Create a Report with Data Preparation- Partly from Data Center
    • Designing a View
    • Saving Multiple Views
  • Design Canvas
    • Dimension Profiling
    • View Summary
    • Series Properties
      • Customized Category Color for Dimension
      • Series Properties for Measure
    • Create Calculated Field
      • Creating a Formula
        • Record Level Option
        • Summary Level Option
      • Creating Range
    • Order by and Limit
    • Adding a Slicer
  • Chart Gallery
    • Mixed chart
    • Area chart
    • Bar chart
    • Bubble chart
    • Column Stack chart
    • Line chart
    • Pie chart
    • Scattered Plot chart
    • TreeMap chart
    • Circumplex chart
    • Pareto chart
    • Semi Gauge
    • KPI Tile
    • KPI Tile: Comparative Tile
    • KPI Tile: Sparkline
    • Map
    • Data Grid
    • Metric Summary
    • Dissolution/Decomposition chart
    • Spider chart
    • Waterfall chart
    • Funnel chart
    • Inverted Funnel chart
    • Heat Map chart
    • Geo chart
    • Sankey chart
    • Word Cloud
  • Report Final Screen
    • Tab
    • Search
    • Create New ML View
    • Shared Views
    • Live Refresh
    • Export
      • Export Properties
    • Alert Center
    • Change Theme
    • Data Store Information
    • Options Assigned to a View
      • Analyse
        • Timeline Play
        • Data Drills
          • Drill Into
          • Drill Through
      • Edit
      • Duplicate
      • Remove
  • Applying Filters
    • View Specific Filter
      • Dimension-based View Filter
      • Measure-based View Filter
      • Date-based View Filter
    • Global Filter
      • Exclude from the Global Filter
      • Saving a Global Filter
      • Custom View Filter
      • LOV Settings
  • Interactions
Powered by GitBook
On this page
  1. Design Canvas
  2. Create Calculated Field
  3. Creating a Formula

Record Level Option

PreviousCreating a FormulaNextSummary Level Option

Last updated 1 year ago

How to access the Formula Field option?

The users can access the icon to of the Create Calculated Fields from the right-side panel of the Design page.

Please Note: The user can set the database settings using the option provided under the Configuration part of the Administration module.

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

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

  • Select a Dimension and get it to the top panel.

  • Click the GO option.

  • The data of the selected column gets displayed.

  • Click the Create Calculated field icon.

  • The user gets redirected to the Create Calculated Field window.

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

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

  • Level: The user can create the calculated field at two levels.

    • Record Level

    • Summary Level

  • Type: 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.

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

  • Formula Expression: Based on the selected combination of Fields with Operators or Functions the Formula Expression gets entered in this space.

  • Click the Save option to save the formula field or calculated field.

Please Note: The users can select the required operator to add and complete the formula for a Measure column.

  • A notification message appears to ensure that the Formula Field gets created.

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

  • Select a the formula column name to get it in the top panel.

  • Click the GO option.

  • The column data gets displayed in the Upper case.

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 Type, the displayed Fields may vary in the right-side panel.

  • 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.

Data Store Settings
Creating Record Level Formula Field
Accessing the Create Calculated Field option on the Design page
Creating a Formula Expression