Add a formula to a search

The formula editor redesign is part of the new answer experience. The new answer experience is in Beta and off by default, but the option to turn it on or off individually is on by default. If you have the new answer experience on, your user interface and experience may be different from the experience described in this article. 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.

Learn how to add a formula to a search.

You can add a formula directly within a search. Some common reasons for using a formula in a search are to perform mathematical functions, check for and replace null values, or add conditional logic.

To create a formula in a search, follow these steps:

  1. Start a new search, or choose an existing answer from a pinboard to edit.

  2. If the answer shows a chart, switch to Table View.

    Switch to table view
  3. In the upper-right side of the table, click the more options icon more options menu icon and select Add formula.

    Create a new formula in an answer
  4. Name and enter your formula in the Formula Builder.

    Use the Formula Builder
    Formula elements are color coded by type and can include the formula operators and functions (blue), the names of columns (purple), and/or constants (black).
  5. You can see a list of formula operators with examples by clicking Formula Assistant. Expand a category, such as Operators, and click on a formula operator for a definition and example.

    Formula Assistant
  6. If you want to change what your formula returns, use the Advanced settings. Depending on your formula, you may be able to change the following aspects:

    • Data type: Determines the type of data that the formula generates. For example, use date for an add_days formula.

    • Measure or attribute: Determines if the output of the formula is a measure or an attribute. For example, choose attribute for a formula that generates age groups, and choose measure for a formula that generates profit.

    • Aggregation: Determines the default aggregation of the formula output. For example, choose min to see minimum profit.

    Advanced settings in the Formula Builder
  7. Click Save. Name your formula, if you did not already name it.


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