Creating a Calculated/Derived Column

Derived or calculated columns allow you to add new insights to your dataset by applying custom formulas or transformations using existing data columns.

Click below for the instructions:

Open the instructions.

Writing Calculations: #

• Use JavaScript syntax and functions to write your calculations.
• To refer to a column in your data, use either of the following:
  • field.columnName
  • field['column name with space']

Example: #

field.Sales / field['Units Sold']

This will calculate the average price per unit.

Recalculate When Aggregating #

This option determines how calculated columns behave when the data is aggregated in visualizations (e.g., in charts or pivot tables).

• Unchecked (default): The calculation is done at the row level, and the aggregated result is based on those individual row values.
  For example, if you’re calculating Sales / Units Sold per row, then the average of those row-wise values will be used in aggregated views.
• Checked: The calculation is applied after the aggregation, using the aggregated values.
  For example, the tool will first sum up the Sales and Units Sold across all rows, then apply the formula:
  Total Sales / Total Units Sold.

Use Case:
Enable this when you want to ensure that your calculated field uses aggregated totals instead of row-level calculations in summaries.

Useful References: #

To expand your calculation capabilities, you can use:

• JavaScript operators (e.g., +, -, *, /, %, &&):
  JS Operators
• JavaScript Math functions (e.g., Math.round(), Math.sqrt()):
  JS Math Reference
• JavaScript String functions (e.g., toUpperCase(), replace(), substring()):
  JS String Reference