Formulas are custom calculations performed on one or more fields in the data. They offer an important way to analyze results and express business logic. This guide provides an overview to working with formulas along with important tips and examples. Sisense formula capabilities are designed around several principles;

  • Create complex business calculations without IT or technical knowledge.
  • Easily combine fields from different data sources together.
  • Customize formulas to reflect specific criteria and conditions.
  • Work with raw data without the need to summarize data sets before creating formulas.
  • Instantly recalculate formulas based on any filter, variable or level of granularity.

The table below provides a reference to the main formula functions available in Sisense. Click here to see a complete reference.

GoalFunctionTypes and Syntax
Perform calculation based on criteriaMeasured valueValue Filters: ≠ , =, >, <, between
Text Filters: Contains, Doesn't Contain, Doesn't End With, Doesn't Start With, Ends With, Start With, Equals, Not Equal
List Filter: Include, Exclude
Ranking Filters: Top, Bottom Ranking
Time Filter: Date and Calendar
Combine data/apply simple mathematicsAggregate functionsOperator: +,-,*,/
Aggregate: Sum()
Average: Avg()
Count: Count(), DupCount()
Range: Max()/Min()
Summarize dataStatistical functionCentral Tendency: Median(), Model, Largest()
Std Deviation and Variance: Stdev(), Stdevp(), Varp(), Var()
Quartile and Percentile: Quartile(), Percentile()
Accumulate dataRolling sum/averageSum to Date: YTDSum(), QTDSum, MTDSum()
Avg to Date: YTDAvg, QTDAvg, MTDAvg()
Compare Time or TrendsTime functionsPast Periods: PastYear(), PastQuarter(), PastMonth(), Next(), Prev()
Growth Trend: Growth(), GrowthRate()
Time Difference: YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff(),

 

The following sections explain how to create formulas, and describe the features of the formula editor.

Click here to see video tutorials.