Creating Calculated Data Elements in a Workbook

You can create a new data element to add to your visualization. For example, you might use a BIN function to classify AGE values into four buckets: 0 to 20, 21 to 40, 41 to 60, and 60 plus.

The calculated data elements are stored in the dataset’s My Calculations folder and not in the workbook. In a workbook with a single dataset only one My Calculations folder is available and the new calculated data elements are added to it. In a workbook with multiple datasets My Calculations folder is available for each set of joined and not-joined datasets. Ensure that you’re creating the calculated data elements for the required dataset or joined dataset. The new calculated data elements are added to the My Calculations folder of the datasets (joined and non-joined) that you create the calculation for.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. Select a canvas to work in.
  3. Navigate to the bottom of the Data Panel, right-click My Calculations, and click Add Calculation to open the New Calculation dialog.

    Location of the My Calculations Folder in the Data Panel

  4. Enter a name.
  5. In the expression builder pane, compose and edit an expression.

    You can drag and drop a column into the expression builder pane only if the column is joined to the dataset.

  6. Click Validate.
  7. Click Save.

Related Topics

Visualizing and Analyzing Data

Creating a Workbook Using Datasets and/or Subject Areas

Begin to Build a Workbook and Create Visualizations

Working with a Workbook's Datasets

Building a Visualization by Adding Data from Data Panel

About Visualization Types

Using Advanced Analytics Functions

Sorting Data in Visualizations

Undo and Redo Edits

About Refreshing a Workbook's Data

Refreshing a Workbook's Data

Pausing Data Queries in a Workbook

Working with Canvas Properties

Copying and Pasting a Visualization or Canvas

Copy and Paste a Visualization's Data

Working with Multiple Visualizations on a Canvas

Changing Visualization Types

About Visualization Properties

Adjusting Visualization Properties

Highlighting Important Data Events with Conditional Formatting

Applying Color to Visualizations

Formatting Numeric Values of Columns

Formatting Numeric Values of Visualizations

Setting Currency Symbols for Visualizations

Adding Notes to Visualizations

Analyzing Data with Explain

Assigning Shared Folder and Workbook Permissions



Last Published Friday, December 8, 2023