Using formulas in Insights
You can create and add formulas in Insights. The result of the formula is added to the worksheet as a column. Formulas are not reusable or interchangeable; they can only be used with the worksheet they were originally created with.
Add a formula to a search
- In Insights, select the Search tab.
- In the Data panel on the left-hand side, expand the Formulas section.
- Select either the Create formula button or the plus sign
.
- Write the name of the formula in the Formula name field.
- Write the formula in the main box. As you type, suggestions for formula operators will appear.
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- When you are done, select Save. Your formula is applied to your search automatically.
View or edit a formula
Formulas that have been added to a search
After you add a formula in a search, you can view or edit it in the same session.
- In the Data panel, expand the Formulas section.
- Hover over the formula name and select the Edit formula icon.
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- View or edit your formula in the Formula Editor.
- If you edit your formula, select Save. Otherwise, select Cancel.
Formulas in an existing answer
Anyone who has edit privileges on an answer can also edit any of its formulas.
- Open the answer whose formula you would like to edit.
- If the answer is within a Liveboard, select the More icon
for that answer and click Edit.
- If the answer is within a Liveboard, select the More icon
- In the Data panel, expand the Formulas section. You can see a list of all the formulas in the answer.
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- Hover over the formula name and select the Edit formula icon.
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- View or edit your formula in the Formula Editor.
- If you edit your formula, select Save. Otherwise, select Cancel.
Formula examples
Comparison
Estimates Returned Count < 100
This formula filters results so that only results with fewer than 100 estimates returned display.
Aggregation
average ( Net Estimate Amount )
This formula averages all net estimate amount values in your results.
group_average ( Net Estimate Amount , Policy Number , Business Unit )
This formula returns the average net estimate amount grouped by policy number and business unit.
Date and time
add_years ( 02/16/2022 , 2 )
This formula adds two years to the given date, resulting in 02/16/2024.