What is a calculated field?

  • Calculated fields in Lexio allow users to create new metrics from measures and dimensions that already exists in their data source. 
  • Lexio supports calculated fields made up of 1+ columns in the data by combining 1+ columns with basic mathematical operators (+,-,/,*)


Fields:


Calculated Field: 



When would you need this?

  • When it is necessary for you to assess the performance of core metrics that don’t already exist in the data, including: changes over time, and understanding the 'why' behind these changes in order to make better, more data driven decisions
    • These can be metrics such as Cost Per Lead (CPL), Cost Per Click (CPC), Conversion Rates, Cycle Time, Utilization Rates, etc.
    • In these scenarios, Lexio's new 'calculations' feature can be easily leveraged to track these types of metrics


What are prerequisites for creating a calculated field in Lexio?

  • Your data set transformed such that:
    • Each input into the calculation is a separate column in the data
      • For e.g., in the “Cost Per Lead” example above, you’ll want to have one column in the data for “cost” and another for “number of leads”
    • The 'grain' of the data are such that the calculation applies to the entire data set (rather than just a subset of the data)
      • For e.g., in the “Cost Per Lead” example above, the grain of the data are days or weeks, so Lexio can calculate and track CPL over time


How do I set up a new calculated field?


Step 1

    You can get to your 'calculations' page in Lexio one of two ways: 

  • Go to App —> Data —> Calculations 


  • Go to App —> Data —> Mapping —> Edit Calculations


Step 2 

    Click 'Create' to create a new calculation



Step 3

    Enter your formula and hit 'save'

  • Formulae should be structured as: 

    <mathematical operator> ((<aggregation><measure>), (<aggregation><measure>))

  • For example,

  • CPL = DIV(SUM(cost), COUNT(lead_id))

  • CPC = DIV(SUM(cost), COUNT(click_id))

  • Profit = SUB(SUM(revenue), SUM(cost))

  • Conversion Rate = DIV(SUM(demos), COUNT(deal_ID))

  • Pipeline Per State = DIV(SUM(amount), DISTINCT(state))    


    Examples:



Step 4
    Review how Lexio will write and style your calculated field in the “Semantic Attributes” tab
  • Lexio will auto-populate the expression for your field based on the formula provided
  • But you can always override expressions as needed!
  • Lexio will guess the styling type of your calculated field based on inputs, but you can override this

  • Last but not least, you can always revert to Lexio generated expressions for your calculated field by pressing the "Revert Expressions" button



Step 5

    Verify that your calculated field was created correctly in the 'Calculations' page



Step 6

    That’s it! Your calculated field should now automatically be available for use in your Newsfeed and Stories.





How do I edit a calculated field?

  • To start editing, click the pencil icon next to an existing calculated field:


  • To edit a formula, click anywhere into the formula to change to a different field, operator, or aggregation



  • To edit an expression associated with a calculated field, click into the ‘Semantic Attributes’ tab and into the Singular or Plural fields


  • To revert to Lexio generated expressions, simply click 'Revert Expressions



How do I delete a calculated field? 

  • Go to App —> Data —> Calculations
  • Locate the calculated field you want to delete and click the trash can

**Any associated Pinned Metrics + Notable Insights will automatically disappear

**Any bookmarks associated with that metric will remain but will revert to the original Lexio generated expressions


How do I edit analytical settings on my calculated field?

  • To edit settings like the default time frame comparison, the threshold for ‘notableness’, etc., submit a support ticket here!

Not supported today

  • Nesting previously created calculated fields in new calculated fields
  • Creating calculated fields from specialized Salesforce metrics (e.g. bookings, new pipeline, lost opportunities, etc.)