Calculated Fields Report

To generate the Calculated Fields Report:

1. Generate the counts for your Filter (see Filters for more details on this process).

2. In the Tool Ribbon, click Calculated Fields. The Calculated Fields Report screen is displayed.

3. From the "Add a Field" drop-down menu, select a Calculated Field that you want to include in the report. This menu is populated with all the Calculated Fields in your Filter's source table. Optionally, you can repeat this step as needed to add more Calculated Fields to the report.

4. Click Calculate Field Stats. The system begins generating the report stats. A progress bar is displayed in the top-right corner of the Workspace.

5. When the report stats are ready, click on a field to view the Calculated Field Report for that field. The system displays a list of every value in that field that's included within the Filter result set, as well as a count of how many times each value appears within the result set. The system also displays a pie graph, showing the distribution of these different values.

 

A Calculated Field (sometimes called a "derived field") is a special type of field that's assigns a value based on business rules and logic. For example, you could define a "Consumer Score" field that's derived based on a consumer's purchase history, or activity, or some other attribute.

Note: Calculated Fields are not supported if you're building a Filter off a Load and Send table.

Calculated Fields are defined as part of the database table set-up (see Tables for more details). The platform allows you to define a recurring schedule for when you want to run the Calculated Field logic, and update the values in this field. When this schedule runs, the platform will populate the Calculated Field in every record within the table. The Filter screen, on the other hand, allows you to run the Calculated Field logic only for the records in the Filter's result set. For example, you could create a Filter that selects "consumers who made a purchase in the last 7 days," then run a "Consumer Score" Calculated Field against only those consumer who meet that Filter criteria.

From the Filter screen, you can opt to just generate a Calculated Field Report (see "Generate the Calculated Field Report" above), or to run the report AND populate the Calculated Field. The report is useful as an auditing tool, to ensure that your Calculated Field logic is correct, that your Filter logic is correct, and that you're seeing expected results. If you just run the report, the platform will not actually update the Calculated Field in the database; instead, the report tells you what will happen when you refresh the Calculated Field.

Once you're satisfied with the results in the report, you can then refresh the Calculated Field, which causes the platform to update this field in the database (but again, ONLY for the records in the Filter result set, and NOT for the entire table).  

Note: When you refresh a Calculated Field, the platform also re-generates the Calculated Field Report.

To refresh a Calculated Field:

1. Generate the counts for your Filter (see Filters for more details on this process).

2. In the Tool Ribbon, click Calculated Fields. The Calculated Fields Report screen is displayed.

3. From the "Add a Field" drop-down menu, select a Calculated Field that you want to refresh. This menu is populated with all the Calculated Fields in your Filter's source table. Optionally, you can repeat this step as needed to refresh more than one Calculated Field.

4. Click Populate Fields with Values. The system begins generating the report stats and refreshing the selected Calculated Field (or Fields). A progress bar is displayed in the top-right corner of the Workspace.

5. When the process is finished, an updated Calculated Field Report is displayed. The report shows a list of every value in that field that's included within the Filter result set, as well as a count of how many times each value appears within the result set. The system also displays a pie graph, showing the distribution of these different values.

 

A Calculated Field (sometimes called a "derived field") is a special type of field that's assigns a value based on business rules and logic. For example, you could define a "Consumer Score" field that's derived based on a consumer's purchase history, or activity, or some other attribute.

Note: Calculated Fields are not supported if you're building a Filter off a Load and Send table.

The Calculated Field Report shows a list of every value in that field that's included within the Filter result set, as well as a count of how many times each value appears within the result set. The system also displays a pie graph, showing the distribution of these different values.

The platform provides a download function, used to export Calculated Field Reports into a Microsoft Excel format. You can optionally export this report for a single, selected Calculated Field, or for all Calculated Fields that were included within the report.

To export a Calculated Field Report for a single field:

1. Generate the Calculated Field Report.

2. Select a field. The Calculated Field Report for that field is displayed.

3. Above the list of values, click download Stats.

4. An Open File dialog box is displayed. Click open to open the Excel file, or click save as to save the Excel file in a designated location. The Excel file contains the Calculated Field results for the selected field.

To export the Calculated Field Report for all fields included in the report:

1. Generate the Calculated Field report.

2. In the Tool Ribbon, click Download All Stats.

3. An Open File dialog box is displayed. Click open to open the Excel file, or click save as to save the Excel file in a designated location. The Excel file contains the Calculated Field results for every field that you added to the report.