Creating Calculated Fields

Calculated fields are custom fields created using formulas to perform computations on existing data. They enable data transformation, complex calculations, and custom aggregations without modifying the source data. Calculations can include mathematical operations, string manipulation, date functions, and logical statements. They become permanent fields in your data source.

To create calculated fields, perform the following steps.

1. With OrderDate from Kyvos loaded, right-click in the Data pane or click the down arrow button.

2. Select Create Calculated Field.

3. Name it Profit Ratio.

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4. Click Ok. The new calculated field appears in the Data pane.

5. Right-click and change to Percentage format.

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6. Drag Profit Ratio to Columns.

7. Drag Category to Rows, sum sales, and sum profit to see profit ratios by category.

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