> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/self-service-visualization-4/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.bdb.ai/self-service-visualization-4/design-canvas/create-calculated-field/creating-a-formula/record-level-option.md).

# Record Level Option

<details>

<summary>How to access the Formula Field option?</summary>

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

</details>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The user can set the database settings using the* [***Data Store Settings*** ](https://docs.bdb.ai/administrative-settings-3/admin-panel-options/configurations/data-store-settings)*option provided under the **Configuration** part of the **Administration** module.*
{% endhint %}

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

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fq1Y2nC9XDrWcLwg1gpYr%2Fuploads%2FDGDWJamXKt2nXmrFYJ8W%2FFormula%20Field_Record%20Level.mp4?alt=media&token=a48026dd-2c4d-4720-8ca0-86fd5b6da00a>" %}
***Creating Record Level Formula Field***
{% endembed %}

* 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.***

<figure><img src="/files/4iu9wwI83MxvWp5PpsFm" alt=""><figcaption><p><em><strong>Accessing the Create Calculated Field option on the Design page</strong></em></p></figcaption></figure>

* 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.

<figure><img src="/files/817zS65Ub8TGozs20luJ" alt=""><figcaption><p><em><strong>Creating a Formula Expression</strong></em></p></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark> The users can select the required operator to add and complete the formula for a Measure column.*&#x20;
{% endhint %}

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

<figure><img src="/files/yltwozzysW5TUNb0olRF" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="/files/mYtVGVwcXGUTiZ19epHI" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
*<mark style="color:green;">Please Note:</mark>*&#x20;

* *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.*
  {% endhint %}


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