---
schema_version: "1"
id: 6997d8bf949029a495332f81638aa09931fd4ecffeff09b7da4d5989370972ea
title: Create a Calculated Insight Using Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_create_a_calculated_insight_using_builder.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_create_a_calculated_insight_using_builder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd8a9f3ec15d7583305ba14a0841d4f49f7690ac8647f8aa09ca104eeffbe05c
description: Create a calculated insight without using SQL by using the builder tool in Data 360.
products:
  - Data 360
release: "264"
---
# Create a Calculated Insight Using Builder

Create a calculated insight without using SQL by using the builder tool in Data 360.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;release=264.0.0&amp;type=5" title="Data 360 is available in several supported Salesforce editions. Some Data 360 features also require additional licenses.">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d208220e67">User Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d208220e67 ">To create calculated insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d208220e67 ">
              <p>Permission set: </p>
              <ul>
                <li>Data Cloud Architect</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

1. In Data Cloud, go to the Calculated Insights tab, and click **New**.
2. From the Data Space dropdown, select a data space.
    
    You can use only the data spaces that you have access to. Only the objects that are included in the data space are available to create a calculated insight.
3. Click **Calculated Insight**.
4. Click **Use Visual Builder** and click **Next**.
5. If your Insight includes currency fields, select the **Insight Currency** value at the top of the page.
6. Click **Select an Object**, select the object, and then click **Next**.
7. Add the nodes by clicking **+** next to the object.
    
    You must select at least one aggregate node.
8. Add measures and dimensions to your insight by clicking **Aggregate**.
    
    You must select at least one measure.
    
    1. Under Measures, click **+**.
    2. Select a metric function and the field that you want to calculate, and then click **Next**.
    3. Enter the metric name, and click **Apply**.
    4. Under Dimensions, click **+**.
    5. Select the field that you want to group by, and click **Next**.
    6. Enter the dimension name, and click **Apply**.
9. To save the aggregate node, click **Apply**.
10. (Optional) Add or modify data using a join, case, filter, transform, or arithmetic expression in your insight. See [Working with Nodes in Visual Insight Builder](https://help.salesforce.com/s/articleView?id=data.c360_a_working_with_nodes_in_builder.htm&release=264.0.0&type=5 "Visual Insight Builder uses a low-code, drag-and-drop interface to simplify the creation of streaming, calculated, and real-time insights. Visual components replace complex code, allowing you to develop metrics and expressions, regardless of technical expertise.").
11. Click **Save and Run**.
12. Enter the calculated insight name, and click **Next**.
    
    The Calculated Insight API Name field is auto-filled.
13. From the Schedule dropdown, select a schedule.
14. Select the start date and time of the schedule.
15. Click **Enable**.

You can now view your insight on the record home page.