How to Apply a Formula Transformation

A step-by-step guide to apply a formula transformation.

Greg Olsen avatar
Written by Greg Olsen
Updated over a week ago

The Formula transformation allows for you to make changes to your table using formula statements.  Like all other Transformations, the Formula Transformation can be applied to either a Table or a Dataset.     

Follow the steps outlined below to create a Formula Transformation:

1. Open the Table or Dataset you would like to transform by clicking on its title, under the Tables or Datasets heading. 


2. When the Table or Dataset opens, a sidebar titled Transformations will appear on the left side of the screen. Any existing transformations will be displayed under that heading.

To create a new transformation, click the +  in the sidebar (note: if there are several existing transformations currently applied to this table, you will need to scroll down to view the +).

Select the Formula from the list that appears. This will open the formula editor.


3. Name the formula you would like to create (this helps keep your transformations organized). 


4. Under the Set heading, select the Column to which you would like to apply the formula.

Alternatively, if you would like to create a new column for this formula, simply type the title of the column you would like to create in the text entry box under the Set heading. You will then see an option to Create Column appear under the text entry box.


5.  Enter the formula you would like to apply to that column into the To heading.

Numetric formulas are row based transformations that follow our excel-like formula language. To reference another column, put the title of the column between curly braces { }, and structure your formula with () and +-/*, just as you would with any basic formula.


6. When the formula is completed, click the Publish button in the top right corner to save. If you wish to cancel this formula, click the Revert button in the top right corner.  

Once your Transformation has been published, it will be applied to your Table or Dataset. This process can take several minutes, but once it is complete, the transformed data should show up in your Table or Dataset.
If you create a new column in an existing Dataset, specifically one that is referenced in an active Workbook, you may need to open the Column Properties tab and make sure the newly created column is searchable. This will make the column available for use in Workbooks.

Note - all of the Transformations in Numetric are non-destructive, meaning they do not actually change the data. Any transformation can be easily undone by deleting it from the list of Transformations, reverting your data to its previously un-transformed state.

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