Report Formula | Zoho Analytics On-Premise

Report Formula


Zoho Analytics provides an option called Report Formula, which enables you to perform specific calculations on the metrics used in a particular report. 

1. What is a report formula?

Report formula is a form of calculated metric that is specific to a particular report. While Formula columns and Aggregate Formulas are applied and associated to a data table, report formulas are applicable to only the report they are created over. Using this option, you can perform basic operations on the columns dropped in the Y-axis shelf for chart views, and in the Data shelf for pivot and summary views. 

2. On what views can I create a report formula?

Report formulas are only supported for the following report types:

  • Chart
  • Pivot Table
  • Summary View

3. How do I create a report formula?

Follow the below steps to create a report formula. 

  1. Open the report in Edit mode and click the formula icon. 

  2. In the Add Formula page that appears, provide the formula column name and select the data type.

  3. Specify the required formula in the editor. You can perform basic arithmetic, logical and comparison operations using the metrics in the report. The allowed operators are: + , - , * , / , (), >, <, >=, <=, =, !=, AND, OR and NULL.

  4. Click Save. The created Report Formula will be added as a metric to the report.

Note: Report formulas will not be added as columns in the base table. 

4. How do I edit report formulas?

Follow the steps below to edit a report formula:

  1. Open the report in Edit mode.

  2. Navigate to the report formula metric and click Edit Formula.

  3. The formula dialog will open. Edit the formula as required. 

5. Can I use the report formulas of one report in another?

No. Formulas created over a report are specific to that report alone, and cannot be used in other reports. To create formulas that can be reused in several reports, create the formula in the base table. Click here for more information. 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Unexpected error prompted for while accessing reports for Servicedesk Plus MSP integrated setup

                                                                                                                Issue : Unexpected error prompt while accessing reports Analysis: The exception caused is due to a syntax problem faced in the query formed while the user filter drop down is used on the SLA deviation report. The logs shared helped us to find the ...
                                                                                                              • Adding Formulas

                                                                                                                Formulas, as the name indicate are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the ...
                                                                                                              • Xero Advanced Analytics

                                                                                                                Zoho Analytics advanced analytics for Xero enables you to slice and dice your financial data and derive great insights. You can analyze and create reports such as financial overview, bill trend, pending invoices and do much more with Zoho Analytics. ...
                                                                                                              • QuickBooks Advanced Analytics

                                                                                                                Zoho Analytics Advanced Analytics for QuickBooks Online empowers you with financial analytical capabilities over your QuickBooks Online data. With this connector you can create insightful reports & dashboards over your QuickBooks data for in-depth ...
                                                                                                              • Basic concepts of Zoho Analytics

                                                                                                                Zoho Analytics On-Premise is an installable reporting and business intelligence service that helps you to easily analyze your business data and create insightful reports & dashboards for informed decision-making.  This guide will help you to learn ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources