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On this page
  1. Design Canvas
  2. Create Calculated Field
  3. Creating a Formula

Summary Level Option

PreviousRecord Level OptionNextCreating Range

Last updated 1 year ago

Check out the given illustration on how to create a Formula Field at the Summary level.

The user can also create a formula field choosing the Summary Level as a level option from the Formula field editor window.

  • Navigate to the Design page of the report.

  • Select the required fields to top bar. E.g., in the given image Offered CTC and Previous CTC are displayed for each employee.

  • Click the GO option.

  • The data appears for the selected fields. Select the Data Grid charting element to view the data.

  • Click the Create Calculated Field icon.

  • The Create Calculated Field window appears.

  • Navigate to the Formula tab (It is the default tab).

  • Give a name to the new field.

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

  • Select a Save as option (It allows only Measure as the Save As option).

  • Select fields using the Fields tab.

  • Select an Operator from the Operators column.

  • Enter a Formula Expression using the Fields and Operators.

  • Click the Save option.

  • A notification message appears to ensure that the Formula field has been created and gets added to the Data Store.

  • A new Formula Field gets created and added to the list of dimensions and measures.

  • Add the Formula Field to the top bar.

  • Click the GO option.

  • The Formula Field data gets displayed in the current View for the users to validate the Formula.

Please Note:

  • The Summary level Formula Field only gets saved as a Measure. It can't be saved as a Dimension to the Data Store.

  • Summary Level will not be listed for the space where the MongoDB server is configured in the Admin Settings.

Creating a Summary Level Formula Field