Create a Calculated Dimension from a Widget

Create calculated dimensions on top of existing data and refer to them across your workspace.

Required Editions

User Permissions Needed
Create and manage calculated dimensions Power User or Admin
  1. On the Visualize tab, click a dashboard page.
  2. Click the pencil icon to enter edit mode.
  3. To add a widget, click the plus icon.
  4. Select the widget type, and then click the plus icon to add a field.
  5. Click the Add Calculated Field icon Plus sign followed by a Greek capital sigma, and then click Calculated Dimension.
  6. In the General section, name the dimension, add a description, and select the type.
    The type affects the format in the widget settings. In most cases, select Text.
  7. In the Advanced section, you can link a measurement to the calculated dimension’s formula to populate lists with the dimension’s values. For example, you have a calculated dimension that returns an email name with the related measurement of clicks. When the calculated dimension is used in a widget, the returned email name values are only emails that had at least one click within the date range that the page is filtered on. If no related measurement is used, all email names are returned, including those without clicks.
  8. To hide widgets that contain the calculated dimension from users who don’t have Admin or Power User permissions, select Invisible Dimension.
  9. In the Expression section, enter the expression that you want to base the calculated dimension on. For example, if your customers’ email names consist of multiple concatenated values, you can create a calculated dimension to extract the values and create fields using the formula EXTRACT([Email_Name],'_',1).
    1. Create an expression using the list of available dimensions and functions. To add a function to your expression, click it or start typing for auto-complete.
    2. Apply any of the options that appear at the bottom.
      Full Screen View the expression section in full-screen mode.
      Auto Format Format your code into the standard correct structure.
      Comment Enter a comment within your expression.
      Uncomment Remove your comment from the expression.
      Code Validation Validate that your expression is accurate.
      Test Test your expression.
  10. Click Save