Create Reusable Functions and Calculations in a Workbook

Use calculated data elements to provide reusable functions and calculations that you can add to multiple visualizations in a workbook. 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.

Calculated data elements are stored in the dataset’s My Calculations folder and not in the workbook. Workbooks have a My Calculations folder for each dataset used (whether joined or not-joined).

1. On the Home page, hover over a workbook, click Actions (), 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.
4. Enter a name.
5. Optional: Enter a description.

   The description displays in the tooltip when you hover over a calculation.

6. 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.

7. Click Validate.
8. Click Save.