This topic provides an overview to working with formulas in Insights+ along with important tips and examples.
Formulas are custom calculations performed on one or more fields in your data. They offer an important way to analyse results and express business logic. Insights formula capabilities are designed around several principles;
- Create complex business calculations without IT or technical knowledge.
- Easily combine fields from different data sources together.
- Customize formulas to reflect specific criteria and conditions.
- Work with raw data without the need to summarize data sets before creating formulas.
- Instantly recalculate formulas based on any filter, variable or level of granularity.
The table below provides a reference to the main formula functions available in Insights.
| Goal | Function | Types and Syntax |
|---|---|---|
| Perform calculation based on criteria | Measured value | Value Filters: ≠ , =, >, <, between Text Filters: Contains, Doesn't Contain, Doesn't End With, Doesn't Start With, Ends With, Start With, Equals, Not Equal List Filter: Include, Exclude Ranking Filters: Top, Bottom Ranking Time Filter: Date and Calendar |
| Combine data/apply simple mathematics | Aggregate functions | Operator: +,-,*,/ Aggregate: Sum() Average: Avg() Count: Count(), DupCount() Range: Max()/Min() |
| Summarize data | Statistical function | Central Tendency: Median(), Model, Largest() Std Deviation and Variance: Stdev(), Stdevp(), Varp(), Var() Quartile and Percentile: Quartile(), Percentile() |
| Accumulate data | Rolling sum/average | Sum to Date: YTDSum(), QTDSum, MTDSum() Avg to Date: YTDAvg, QTDAvg, MTDAvg() |
| Compare Time or Trends | Time functions | Past Periods: PastYear(), PastQuarter(), PastMonth(), Next(), Prev() Growth Trend: Growth(), GrowthRate() Time Difference: YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff() |