Adding Calculated Columns with Einstein Report Formula Generation

Available in: Lightning Experience.

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Einstein 1 Sales Edition and Einstein 1 Service Edition.

Creating formulas for calculated fields requires an understanding of data models, objects and fields, available functions, and the various limitations of data types and formula types. Einstein generative AI greatly simplifies the task of customizing reports. With the ability to quickly and efficiently create row-level and summary formula fields from natural language descriptions, you can deliver more customized and compelling insights to meet your business needs.

• Get Started with Einstein Report Formula Generation
  Create row-level and summary columns in Data 360 reports.
• Einstein Report Formula Generation Considerations and Limitations
  Before working with Einstein Report Formula Generation, understand the considerations and limitations.
• Guidelines for Requesting Row-Level Formulas
  A row-level formula evaluates each record in a report, with the results of the formula shown in each report row. Learn more about row-level formulas to help you request useful formulas from Einstein Report Formula Generation.
• Guidelines for Requesting Summary Formulas
  A summary formula evaluates a report's group subtotals and grand totals, with the results of the formula shown in summary rows. Learn more about summary formulas to help you request useful formulas from Einstein Report Formula Generation.
• Einstein Report Formula Generation Error Messages
  If Einstein’s response doesn’t meet your expectations, you can generate another response by entering a new request. On the other hand, if your request doesn’t provide the information needed, Einstein lets you know. Either way, just try again, phrasing your request differently.