Common reasons for using a formula include performing mathematical functions, checking for and replacing null values, or adding conditional logic to your results.
Runtime filters do not function within a formula for a chart.
Adding a Formula to a Chart
To create a formula while building a chart, follow these steps:
Build a new chart, or choose an existing chart from a board to edit.
Open the data panel if it is not already open, click the + Add button under the search bar, and select Formula.
Name and enter your formula in the Formula Editor. The Editor supports multi-line wrapping for long formulas. To continue a formula on a new line, press Enter or return on your keyboard. The Editor will display suggestions after you enter at least one character.
Formula elements are color-coded by type: operators and functions
(blue), column names (purple), parameter names (green), and constants (black).
You can view a list of formula operators with examples by selecting the help icon (?) in the upper-right corner. Use the search bar to find specific operators.
To change the output of your formula, use the advanced settings. Depending on your logic, you can adjust:
Data type: Determines the type of data generated. This is automatically determined by the system and cannot be customized.
Measure or attribute: Defines if the output is a measure or an attribute (e.g., choose Attribute for app key, or Measure for amount).
Aggregation: Determines the default aggregation (e.g., choose minimum to see minimum giving amount).
Select Save. Ensure you have named your formula before finishing.