Prerequisites

• Access the menu Registration > Analysis Panel (AN003) .
• License Manager.
• The analysis dashboard was created and the query was successfully executed.
• Access to a view created from a query , a view created from a portal , or a view created from an analytics dashboard .
• Knowledge of SQL is required to create the function that makes up the field.

Presentation

The calculated field is a feature available both in the dashboard setup and in the view editor, and it aims to create custom fields from existing data. 

It allows you to apply basic mathematical operations, use constants, functions and expressions of the DBMS, enabling everything from simple calculations to more elaborate formulas, such as percentages of the total, accumulated values ​​or differences between fields. 

By creating a calculated field, the user can enrich their analyses without needing to alter the original database, making the views more flexible and aligned with business needs. 

Here's how to configure a calculated field:

Configuring calculated field

During the setup of the analysis panel, the Calculated Field section becomes available in the Query Construction step , after the query is executed. In the view editor, this functionality can be accessed directly in the sections that allow adding dimension and measurement fields.

1. Access the menu Registration > Analysis Panel (AN003) .

2. Search for the analytics panel where you want to include a calculated field.

3. In the third quadrant of the screen, select a view created from the data collected by the dashboard query and click the button in the sidebar toolbar.

4. Click on the option that allows you to add another dimension or measurement field.

5. Click the Create calculated field button.

6. On the screen that will open, enter a name for the calculated field.

7. In the Formula field , enter the formula that will be used to calculate the information displayed in the query result . The following can be used in the formula:

• Mathematical operators (addition, subtraction, multiplication, division).
• Other fields, which are displayed in the panel, are in the Field List section .
• Constants, which are presented in the panel, in the Constants section .
• Functions and instructions supported by the database.

8. Click the CASE button if you want to use a check that will allow a value to be displayed only under a specific condition. Clicking this button will display the conditional structure. Replace the following information in the formula:

• [CONDITION] : state the condition that will be checked.
• [RETURN_IF_TRUE] : Specify the field, constant, or operation that will be used as the result if the condition is met.
• [RETURN_IF_FALSE] : Specify the field, constant, or operation that will be used as the result if the condition is not met.

9. After entering the formula, at the bottom of the screen, the system will indicate whether the formula is "OK"; otherwise, it will report the error found. If the formula is correct, click the Apply button .

10. Save the view data.

Conclusion

After the calculated field is created, the result obtained will be displayed in the Query Result, in a new column, when the field is created in the Query Construction step of the analysis panel, or directly in the view's chart, according to the display configuration made in the view.