Adding custom fields and table calculations

You can create custom fields when you create a report to gain deeper insights specific to your needs. Go to the All Fields tab and select Add next to Custom Fields.

Custom dimensions

Custom dimensions allow you to create new dimension fields by performing operations on existing fields.

To create a custom dimension:

1. Enter an expression by typing a formula or function within the text editor.
2. Select the preferred Format of the field. 
3. Enter a Name for the dimension field and an optional Description. 
4. Select Save to add the custom dimension to the data table. 

Custom measures

Custom measures allow you to compute new values by performing operations on existing fields.

To create a custom measure: 

1. Select a field to measure. 
2. Enter a Name for the custom measure.  
3. Optional: choose a field to filter by and specify the filter value. Or, enter an expression for a custom filter.
4. Go to the Field details tab and select the preferred Format of the field. You can add an optional Description. 
5. Select Save to add the custom measure to the data table. 

Table calculations

Table calculations make it easy to create ad hoc metrics in a new column. You can create formulas using values that are in use in the data table. They are similar to formulas found in spreadsheet tools such as Excel. For example, you can add fields like “Requested Amount” and “Paid Amount” and then compute the difference, expressed as a percentage. 

Go to the All Fields tab, select Add next to Custom Fields and then Table Calculation. You can also select Add Calculation at the top of the Data table. 

To create a table calculation: 

1. Choose a type from the Calculation dropdown. A description of each type is displayed next to the selected value.  
2. If it is not a Custom Expression, choose the Source Column.
   • If the type is Custom Expression, enter an expression by typing a formula or function within the text editor.
3. Select the preferred format of the field. 
4. Enter a Name for the calculation and an optional Description. 
5. Select Save to add the calculation to the data table.