Introduction to Formulas

This topic provides an overview to working with formulas in Sisense along with important tips and examples.

Formulas are custom calculations performed on one or more fields in your data. They offer an important way to analyze results and express business logic. Sisense's 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. See Function Reference for a complete reference.

Goal Function Types and Syntax
Perform calculation based on criteria Measured value Value 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 mathematics Aggregate functions Operator: +,-,*,/
Aggregate: Sum()
Average: Avg()
Count: Count(), DupCount()
Range: Max()/Min()
Summarize data Statistical function Central Tendency: Median(), Model, Largest()
Std Deviation and Variance: Stdev(), Stdevp(), Varp(), Var()
Quartile and Percentile: Quartile(), Percentile()
Accumulate data Rolling sum/average Sum to Date: YTDSum(), QTDSum, MTDSum()
Avg to Date: YTDAvg, QTDAvg, MTDAvg()
Compare Time or Trends Time functions Past Periods: PastYear(), PastQuarter(), PastMonth(), Next(), Prev()
Growth Trend: Growth(), GrowthRate()
Time Difference: YDiff(), QDiff(), MDiff(), DDiff(), HDiff(), MnDiff(), SDiff()

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

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