Repurposing calculations (Custom Columns)

Data Sources

As your company grows its employee count, maintaining the definition of certain business terms and the adoption of certain company-wide metrics will continue to become more difficult. When you have different members of your organization creating the definitions and calculations for key “standard” metrics there might be very little global control, and these standard metrics will become non-standard very easily.

This lack of continuity can cause confusion and give decision makers incorrect or incomplete data. Custom Columns are a way to increase your organization’s ability to control the definition of these key metrics and prevent different members from redefining them.

In this example, we want everyone in the organization to calculate discounted prices the same way.

  1. First, click Data Sources next to the search bar and choose a Data Source. Once you are on the Schema tab, open the table where want to add the custom column to and click Add Custom Column.

    Click Add Custom Column under the Schema tab of a data source

  2. Then, define the discount calculation using the appropriate SQL syntax for your Data Source and name the column. This example uses a simple calculation, but Custom Columns can handle any SQL functions that are compatible with the database you are using.

    Define the custom column

  3. Fill out the remaining fields depending on how you’d like your column’s output to be presented. Be careful to make sure the appropriate grouping is selected, and don’t forget to add a Description to let other users know what this column calculates. That is good data governance practice.
  4. Finally, When all the necessary fields are completed, click “Add Column”.

Your column will now be added to your Schema and be available to use in any Interactive Mode charts.

Take a look at the video below to see a step-by-step example of setting up a custom column:

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