Formula operators

Learn how to use formula operators for conditional calculations.

Formula operators allow you to apply if/then/else conditions in your formulas. You can leverage operators in your formulas to have them return true, false, or a predetermined value.

Formula operators

The operators include:

and

Returns true when both conditions are true, otherwise returns false.

Examples
(1 = 1) and (3 > 2) = true
lastname = 'smith' and state ='texas'
Not available for row-level security (RLS) formulas.
if…​then…​else

Conditional operator. Allows for multiple clauses.

Examples
if (cost > 500) then 'flag' else 'approve'
if ( item type in {'shirts', 'jackets', 'sweatshirts', 'sweaters'}) then 'tops' else if ( item type in {'shorts', 'pants'}) then 'bottoms' else 'all other apparel'
ifnull

Returns the first value if it is not null, otherwise returns the second value.

Example
ifnull (cost, 'unknown')
in

Takes a column name and a list of values. It checks each column value against the list of values in the formula, and returns true if the column value matches one of the values in the formula.

Example
state in { 'texas' , 'california' }
isnull

Returns true if the value is null.

Example
isnull (phone)
not

Returns true if the condition is false, otherwise returns false.

Examples
not (3 > 2) = false
not (state = 'texas')
not in

Takes a column name and a list of values. It checks each column value against the list of values in the formula, and returns true if the column value does not match any of the values in the formula.

Example
state not in { 'texas' , 'california' }
or

Returns true when either condition is true, otherwise returns false.

Examples
(1 = 5) or (3 > 2) = true
state = 'california' or state ='oregon'

Calculate the conditional sum

Calculating the conditional sum is useful when you want to see, for example, the total revenue for a product by region.

Conditional sum formulas follow this syntax: if (some condition) then (measure) else 0. You can also use a sum_if formula. You can use this syntax to limit your search in cases when you don’t want to add a column filter. For example: if ( product = shoes ) then revenue else 0

The following example shows you how to figure out the number of customers who bought both products, in this case an iPad and Galaxy tablet. You can then find out the revenue generated by both products.

  1. Create the following formula in the Formula Builder:

    ipadcount = sum ( if ( product = 'ipad' ) then 1 else 0 ) > 0

    This formula will provide you with the number of iPads that were bought.

  2. You can then create another formula that looks like this:

    galaxycount = sum ( if ( product = 'galaxy' then 1 else 0 ) > 0

    And this formula will provide you with the number of Galaxy tablets that were bought.

  3. Using nested formulas, you can combine these two formulas.

    For example: f1 = ipadcount + galaxycount

  4. Now, you can search using the f1 formula to find out the revenue generated by both products.

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