Prerequisites
Accessing formulas in Insights <2021.10
- A user needs designer permissions and will need to navigate to the Insights Portal.

- Then navigate to an existing dashboard or create a new dashboard.

- Then edit a widget or create a new widget.

- Then, the designer will have to click on the plus next to the values

- Click the fx button to create a new formula

- Here, you will see the functions tab

- Commonly used functions are highlighted for comparison in the table below.
Accessing formulas in Insights 2022.10
- A user needs designer permissions and can navigate to an existing dashboard or create one from scratch.

- Then, the user must edit the dashboard.

- Then select add tile and then choose visualization.


- Then select an explore.

- Create a new custom formula using the Add New Measure, Add New Dimension, or Table Calculation option.

Comparison
Common Formulas | Insights <2021.10 | Insights 2022.10 |
---|---|---|
Sum- Adds the numbers in a list | ![]() In the functions tab, search for the Sum function and then select the function. ![]() | First click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Sum and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. ![]() Note: See more details here |
Round- Returns the rounded number | ![]() Search for the round function then select it from the tab. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Type Round and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Now - Returns the current time period | ![]() Search for the Now function and then select it from the Functions tab. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Now. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Median - calculates the median | ![]() Search for the Median function in the Functions tab. Then click the function to bring the median function into the formula editor. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Median and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Max | ![]() Search for the Max function and click it to add it to the formula editor. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Max and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
If - Executes a numeric expression based on a condition | ![]() In the Functions tab, search for if and then select the function. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type IF and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Floor- Returns the number rounded down to the nearest multiple of “1” | ![]() Search for the Floor function and then click it to bring into the formula. | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Floor and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Filter field in formula | ![]() (Field, filtered field) to filter a field inside a formula, add the field next to the original field, click it, select Rename, and then choose the filter. ![]() | To add a filter, click on the Filter button next to the field name.![]() Then you will see the filter at the top of the visualization. ![]() |
Day Difference- Returns difference between start and end time | ![]() Search for day difference in the Functions tab then select the day difference function. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type diff_days and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Count- counts number of unique values | ![]() Example: Count(ProcessName) In the Functions tab type Count and select the function. Then navigate to the Data Browser tab, and click processname inside of the function. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Type Count_Distinct and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. ![]() Optionally, select the three dots next to a field and click Count. Note: See more details here |
Count All - returns actual item count of list of items, including duplicates | ![]() Example: DUPCount(ProcessName) In the Functions tab, search for Count All, and then select the statistical function. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then click Type Count and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. ![]() Optionally, select the three dots next to a field and click Count. ![]() Note: See more details here |
Case- Executes the result expression based on the condition. If no condition is met, the else condition is returned | ![]() Search for the Case function and then select it from the Functions tab. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Case and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Average- Calculates the mean | ![]() Search for Average in the Functions tab, then select it. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Type mean and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
ALL | ![]() | Not available |
Ceiling- Rounds up to 1’s digit | ![]() In the Functions tab, search for Ceiling, and then choose that function to bring into the formula editor. ![]() | First, click the Add button next to the custom fields.![]() Select Table Calculation. ![]() Then type Ceiling and enter the necessary parameters. ![]() Choose a name for the table calculation and click Save. Note: See more details here |
Updated 3 months ago