Adding Formulas to Searches

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You can add a formula directly within a search. Some common reasons for using a formula in a search are to perform mathematical functions, check for and replace null values, or add conditional logic.


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 - Category View  Icon                 Alphabetical view - 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 an add_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 choose measure 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.



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