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To create a formula in a search:
1. Start a new search, or choose an existing Chart to edit.
2. Open the Data panel from the upper-right corner if it is not open, navigate to the Category or A to Z view, click + Add, and select Formula. If the new chart experience is off in your environment, select the more options icon in the upper-right side of the table, and select Add formula.
- Category View Icon
- A to Z View
3. Name and enter your formula in the Formula Editor. The new Formula Editor supports multi-line wrapping of long formulas. To continue the formula on a new line, press Enter or return on your keyboard. The Editor displays suggestions after you enter at least one character.
Formula elements are color-coded by type and can include the formula operators and functions (blue), the names of columns (purple), the names of Parameters (green), and/or constants (black).
4. You can see a list of formula functions or operators with examples by selecting the help icon ? in the upper-right corner. Use the search bar to search for specific functions. Expand a category, such as Comparison, and select a formula operator for a definition and example.
5. To change what your formula returns, use the Advanced settings. Select the settings icon in the upper-right corner. Depending on your formula, you may be able to change the following aspects:
- Data type: Determines the type of data that the formula generates. For example, use
date
for anadd_days
formula. - Measure or attribute: Determines if the output of the formula is a measure or an attribute. For example, choose
attribute
for a formula that generates age groups, and choosemeasure
for a formula that generates profit. - Aggregation: Determines the default aggregation of the formula output. For example, choose
min
to see minimum profit.
6. Select Save. Name your formula, if you did not already name it.