Create Calculated Data Elements in a Workbook

A calcuated data element provides reusable functions 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, 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.
  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.