> For the complete documentation index, see [llms.txt](https://docs.bdb.ai/self-service-visualization/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/design-workspace/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" %}
*The user can set the Database settings using the **Data Store Settings** option provided under the **Configuration** part of the Administration module.*
{% endhint %}

## Record Level Option

{% hint style="info" %}
*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%2Fb3U3HdVsN1h9bZt2fgoH%2Fuploads%2Fhg6uCWWPVW0v8H7DpdXS%2F2023-03-03-10-52-191.mp4?alt=media&token=5b850a79-5feb-4992-8b9e-8ae5df3f248a>" %}
The Record Level Formula Field created with the Elastic Search Data Store configuration
{% endembed %}

* Navigate to the ***Design*** tab after selecting a Data Store to design a new view.
* Click on the ***Create Calculated field icon*** as shown in the image below.

<figure><img src="https://2340960528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb3U3HdVsN1h9bZt2fgoH%2Fuploads%2F2jY77fRnlEiVWNxuPhhD%2Fimage.png?alt=media&amp;token=e505a0d3-d6da-4dc5-8e9b-afa24e5d59f3" alt=""><figcaption><p>Accessing the Create Calculated Field option on the Design page.</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.
* **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.
* ***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="https://2340960528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb3U3HdVsN1h9bZt2fgoH%2Fuploads%2Fi7YkJHV885BWRbtQtJnl%2Fimage.png?alt=media&amp;token=67c5b2ba-20c1-4ce7-9711-e57d4d62e73f" alt=""><figcaption><p>Creating a Formula Expression.</p></figcaption></figure>

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

<figure><img src="https://2340960528-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fb3U3HdVsN1h9bZt2fgoH%2Fuploads%2FCWc3fkGipC3H7gYh0lLA%2Fimage.png?alt=media&amp;token=f152b2f6-1887-4f34-b84e-0eff8dff45af" 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 %}
