Creating an Expression in Expression Builder

  1. In Visualizer, click Expression Builder.to open the Visualizer Expression Builder window.
  2. Specify a name for the expression.
    Example: Revenue Expression, a measure expression that multiplies two existing measures.
  3. Select an expression Category, such as Measure, Attribute, or Filter.
    For Revenue Expression example, select Measure.
    1. To make an attribute or measure expression available to other reports in the space, select the Make Global check box. These are like "saved expressions" and are listed in the Subject Area for other reports in the space.
      Note: After you select the Make Global check box, the summary of saved expression is available. Click the Generate button to create AI-generated summary.
    2. Filter expressions can be display filters, applied to the data in memory, or data filters, applied to the data in the database. Data filters can be leveraged for set-based filters.
  4. If you use BQL or have a pre-existing query, select Advanced mode. Specify or paste the query into the text field, and then click Done.
  5. Visualizer presents a list of useful operators. Select the operator from the list or type a shortcut such as asterisk (*).
  6. Start typing the name of the next measure and select it. For example, Unit Price. The editor prompts for additional clauses you may need. This example does not require more.
  7. Click the drop-down arrow next to a measure to add Aggregation and By Date information. For example, Quantity uses the defaults Sum and By Order Date.
  8. For Unit Price, select Avg and leave the default By Order_Date.
  9. Click Done. Visualizer saves the expression and closes the Expression Builder.