Creating Formulas in Zendesk Explore
How do I create a formula in Zendesk Explore?
Creating a formula in Zendesk Explore involves using metrics, attributes, and functions to define the data you want to analyze.
To start, open a report in Explore and access the calculations menu. Choose 'Standard calculated attribute' to open a new attribute window. Enter a name for your attribute and begin typing your formula. You can use functions like IF THEN ELSE to set conditions and actions. Replace placeholders with actual values, and once your formula is valid, save it. This new attribute can be used in any report that uses the same dataset.
More related questions
What are Explore formulas in Zendesk and how do they work?
Explore formulas in Zendesk are tools that allow you to create custom metrics and attributes for your reports. They help you perform comparisons, calculations, and data manipulations to present your business data effectively. Formulas are…
How can I add metrics and attributes to a formula in Explore?
Adding metrics and attributes to a formula in Explore is straightforward and essential for customizing your reports. In the formula window, click 'Select a field' to browse or search for the metric or attribute you need. Once selected, it will be…
What functions can I use in Zendesk Explore formulas?
Zendesk Explore offers a variety of functions to enhance your formulas, allowing for complex data analysis. To add a function, click 'Add' under Functions or type the function name directly. Explore provides auto-complete suggestions to help you…
How do I add comments to a formula in Zendesk Explore?
Adding comments to your formulas in Zendesk Explore is a great way to document your logic and collaborate with others. To add a comment, insert it within your formula using /* to start and */ to end the comment. Be cautious, as clicking 'Format'…
Can I use wildcards in Zendesk Explore formulas?
While Zendesk Explore doesn't support traditional wildcards, you can use text functions to achieve similar results. For instance, to filter countries starting with 'united', use the STARTSWITH function: IF STARTSWITH([Country], 'united') THEN…
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