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Add a Formula to a Search

Overview

Explains what the feature is or what its benefits are to the user or customer.

Feature

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 if...then...else logic.

To create a formula in a search:
  1. Start a new search, or choose an existing answer.
  2. If the answer shows a chart, switch to Data View.
    File:02_Administration/Administrator_Guide_3.1/070/020/010/switch_to_data_view.png

    Switch to Data View

  3. Click the formula icon in the upper right hand side of the table.
    File:02_Administration/Administrator_Guide_3.1/070/020/010/create_formula_in_answer.png

    Create a new formula in an answer

  4. Type your formula in the Formula Builder.

    Use the Formula Builder

  5. You can see a list of formula operators with examples by clicking on Formula Assistant.
    File:02_Administration/Administrator_Guide_3.1/070/020/010/formula_assistant.png

    Examples in the Formula Assistant

  6. If you want to change what your formula returns, use the Advanced settings.
    Depending on your formula, you may be able to change:
    • Data type
    • ATTRIBUTE or MEASURE
    • Aggregation type

    Advanced settings in the Formula Builder

  7. Name the formlua by clicking on its title and typing the new name. Click Save.
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