Using formulas in XactInsights

Updated by Arianne G.

You can create and add formulas in XactInsights. 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.

  1. In XactInsights, select the Search tab.
  2. In the Data panel on the left-hand side, expand the Formulas section.
  3. Select either the Create formula button or the plus sign.
  4. Write the name of the formula in the Formula name field.
  5. Write the formula in the main box. As you type, suggestions for formula operators will appear.
Click the Formula assistant icon to see a list of formula operators you can use.
Click the Formula settings icon to configure how the data in your results is presented. Select Data type, Measure or attribute, or Default aggregation from the respective dropdown menus.
  1. When you are done, select Save. Your formula is applied to your search automatically.
Formulas don’t save in Search past the current session. If you leave the search, you’ll lose any formulas that you added.

View or edit a formula

After you add a formula in a search, you can view or edit it in the same session.

  1. In the Data panel, expand the Formulas section.
  2. Hover over the formula name and select the Edit formula icon.
  1. View or edit your formula in the Formula Editor.
Formula elements are color-coded by type. Formula operators and functions are blue, column names are purple, parameter names are green, and constants are black.
  1. 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.

  1. Open the answer whose formula you would like to edit.
    1. If the answer is within a Liveboard, select the More icon for that answer and click Edit.
  2. In the Data panel, expand the Formulas section. You can see a list of all the formulas in the answer.
  1. Hover over the formula name and select the Edit formula icon.
  1. View or edit your formula in the Formula Editor.
Formula elements are color-coded by type. Formula operators and functions are blue, column names are purple, parameter names are green, and constants are black.
  1. 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.

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