Visual Report Builder Formulas

A formula combines multiple metrics and mathematical logic to answer a question. For example, how much of the revenue per product during the holiday season was generated by new customers?

Holiday Sales in Dashboard

Step 1: Create the Basic Report

  1. In the menu, choose Report Builder.

  2. Click Add Metric, and choose the first metric for the report.

    This example uses the “Revenue by products ordered” metric.

  3. Click Add Metric again, and choose the second metric for the report.

    This example uses the “New Customers” metric.

  4. In the sidebar, click Details to display information about each metric.

    Revenue by Products Ordered

  5. In the sidebar, click the name of each metric to open the settings page in a new browser tab. Scroll down to see each component of the metric, including the metric query, filter, and dimensions.

    Metric Settings

  6. To return to your report, click the previous browser tab.

  7. In the chart, hover over a few data points on each line to see the amounts associated with each metric.

Step 2: Add a Formula

  1. At the top of the sidebar, click Add Formula.

    The formula box shows the metrics as available inputs A and B, and includes an input box where you can enter the formula.

    Do the following:

    • In the Enter your Formula input box, enter “A/B”.

      This will divide the revenue by products ordered by the number of new customers.

    • Set Select format to “123Number”.

    • In the sidebar, replace “Untitled” with a name for the formula.

    Formula Settings

  2. When complete, click Apply.

    The report now has a new line for the formula, “New Customer Revenue”, and the sidebar shows the total amount of revenue generated by new customers.

    Report with Formula

Step 3: Add a Date Range

  1. Click the Date Range control in the upper-right corner.

  2. On the Fixed Date Range tab, do the following:

    • On the calendars, choose the date range.

      For this example, the holiday season is from November 1 through December 31.

    • Under Select Time Interval, choose “Day”.

      Fixed Date Range

    • When complete, click Apply.

    The report is now limited to the holiday season, with a data point for each day.

    Fixed Date Range

Step 4: Save the Report

In this step, you will save the report as a chart, and also as a table.

  1. Click the “Untitled Report” text at the top of the page, and enter a descriptive title. For this example, the report title is “2017 Holiday Sales”.

    Then, do the following:

    • In the upper-right corner, click Save.

    • For Type, accept the default setting, “Chart”.

    • Choose the Dashboard where the report is to be available.

    • Click Save to Dashboard.

  2. Click the report title, and change the name.

    This example changes the report title to “2017 Holiday Sales Data”.

    Then, do the following:

    • In the upper-right corner, click Save a Copy.

    • Set Type to “Table”.

    • Choose the Dashboard where the report is to be available.

    • Click Save a Copy to Dashboard.

  3. To see the reports in your dashboard, do one of the following:

    • Click Go to Dashboard in the message at the top of the page.

    • In the menu, choose Dashboards. Click the name of the current dashboard to display the list. Then, click the name of the dashboard where the report was saved.