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Add a Formula to a Search


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


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.

    Switch to Data View

  3. Click the formula icon in the upper right hand side of the table.

    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.

    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
    • 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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