Trying to calculate, convert, or transform your existing fields to gain new insights? With Affinity Analytics, you can create new datapoints from existing fields in your list by creating custom dimensions, measures, and table calculations.
Note: This video contains the old navigation bar on the top, whereas the current navigation bar now lies on the left side of your screen. While the remaining content is still the same, rest assured that we will be updating our videos accordingly.
Definitions to know
- Dimensions - The existing fields in your lists (e.g. Status, Owners, Amount, Location, etc.).
- Measures - The units of measurement for these data fields (e.g. Count, Average, etc.)
- Table Calculations - Completely new fields generated from your existing fields.
How to create custom dimensions, measures, and calculations
- On the dashboard view you'd like to create these custom fields in, click the ellipsis (3 dotted icon), then click Edit dashboard.
- Click the ellipsis (3 dotted icon) on the specific tile that you'd like to create these custom fields in, then click Edit.
- In this example, we'll go over how to create a new table calculation based on the Check Size dimension shown in this visualization tile. To create this new table calculation, click + Add next to the Custom Fields section, then click Table Calculation.
- Let's say this newly-calculated field is meant to track an adjusted amount of the Check Size based on the commission percentage our Sales Team receives for their closed deals. Therefore, click on the text box and select Check Size.
- Now, we'll use the asterisk (*) to multiply Check Size by the commission percentage of 15% (0.15). Then, select whatever currency format applies to you/your team in the Format field (e.g. Dollars, Pounds, or Euros), name this new field (e.g. Commission), and click Save.
- Now, you'll see Commission as a new field showing up in the Visualization section - click Run to make sure any other changes applied render successfully, then click Save.
- Click Save one more time to ensure all changes to the dashboard view are saved, and you're all set!
Aside from the basic operators (i.e. addition, subtraction, multiplication, division), you can see the full list of Looker functions/operators you can use for your custom dimensions, measures, and table calculations: Looker functions and operators