Moving functions

The new formula editor is part of the new Answer experience. The new Answer experience is on by default. If you have the new Answer experience on, the new version of the Formula Editor appears when you add a formula to a search, but not when you add a formula to a Worksheet. You can turn the new Answer experience on or off individually from the Experience manager panel in your profile. If that option is not available, contact your administrator.

Moving formulas can be used to smooth out any irregularities in your data to easily recognize trends. The larger the interval you set, the more the peaks and valleys are smoothed out. While the smaller the interval, the closer the moving averages are to the actual data points.

Each of the moving formula accepts a measure, two integers to define the window, and one or more optional attributes.

formula (measure,integer,integer,[attribute,attribute,...])

Only the measure and integer values are required. If you supply both required and optional values, the formula returns the aggregate of the measure over the given window. You should experiment with only a measure and integers, leaving out the attribute, and then adding it back in. This will help you decide which output best meets your use case.

The time window is (current - Num1...Current + Num2), including both endpoints. For example, 1,1 has a window size of 3. To see periods in the past, use a negative number for the second endpoint, as in the example moving_average(sales, 1, -1, date).

For more information on how the time windows work, see this chart:

Moving formula time window chart

The moving formulas are the following:

  • moving_average, for example moving_average (revenue, 2, 1, customer region)

    Takes a measure, two integers to define the window to aggregate over, and one or more attributes. Returns the average of the measure over the given window. The attributes are the ordering columns used to compute the moving average.

  • moving_max, for example moving_max (complaints, 1, 2, store name)

    Takes a measure, two integers to define the window to aggregate over, and one or more attributes. Returns the maximum of the measure over the given window. The attributes are the ordering columns used to compute the moving maximum.

  • moving_min, for example moving_min (defects, 3, 1, product)

    Takes a measure, two integers to define the window to aggregate over, and one or more attributes. Returns the minimum of the measure over the given window. The attributes are the ordering columns used to compute the moving minimum.

  • moving_sum, for example moving_sum (revenue, 1, 1, order date)

    Takes a measure, two integers to define the window to aggregate over, and one or more attributes. Returns the sum of the measure over the given window. The attributes are the ordering columns used to compute the moving sum.

Calculate a moving average

This example demonstrates using the moving_average formula. To use the moving function in a search:

  1. Start a new search, or edit an existing Answer.

  2. Open the Data panel from the upper right corner if it is not open, and click the + icon next to Formulas. If the new Answer experience is off in your environment, click the More options icon More options menu icon in the upper-right side of the table, and select Add formula.

    Click + to add a formula
  3. Enter the moving_average formula, providing a measure, a window, and one or more attributes.

    The example returns the average of revenue, within the commit date window size of 3. The window includes the previous, current, and next rows. The attributes are the ordering columns used to compute the moving average. The window is (current - Num1…​Current + Num2) with both end points being included in the window. For example, "1,1" will have a window size of 3. To see periods in the past, use a negative number for the second endpoint, as in the example "moving_average(revenue, 1, -1, date)".

    Moving average formula example
  4. Name the formula by entering a title in the top field, and then click Save.

    The formula appears in the search bar and in the table as its own column.

    Moving average formula column in the table

    A box displaying the moving average within the entire table will appear at the bottom.

  5. To use a different aggregation type, click the current aggregation type in the bottom of the box and select another type.