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

- 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

- Each input into the calculation is a separate column in the data

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**

- 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.)