Doing Basic Maths on Numeric Fields via Calculated Fields

Consider the following data sets:

The data source schema for this data set should look like the one below:

The report created based on this data source would look like the one below:

Now let us suppose we need to calculate the following metrics in data studio for each month:

  • Ecommerce Conversion rate
  • Product Revenue
  • Revenue
  • Gross Profit

 

Following are the formula to calculate each of these metrics:

Ecommerce Conversion rate = total transactions / total website sessions

Product Revenue = Quantity * Average Price

Revenue = Product Revenue + Tax + Shipping Cost

Gross Profit = Product Revenue – Tax – Shipping Cost

 

We will calculate these metrics one by one via calculated fields in our data source editor.

 

Follow the steps below:

Step-1: Navigate to the data source editor and then click on the ‘Add a field’ button:

Step-2: Name the new calculated field: Ecommerce Conversion rate:

Step-3: Enter the following formula to calculate the ecommerce conversion rate:

Here we are using the arithmetic operator ‘division’ denoted by forward slash / between the two numeric fields: ‘Total Transactions’ and ‘Total Website Sessions’. 

 

Step-4: Click on the ‘Save’ button at the bottom right hand side:

Step-5: Click on the ‘All Fields’ button in order to navigate back to the data source editor:

You should now be able to see the new calculated field called ‘Ecommerce Conversion rate’ in the data source schema:

Step-6: Click on the ‘Add a field’ button and then create a new calculated field called ‘Product Revenue’ and enter the following formula:

Here we are using the arithmetic operator ‘multiplication’ denoted by * between the two numeric fields: ‘Quantity’ and ‘Average Price’. 

 

Step-7: Click on the ‘Save’ button and then navigate back to the data source editor by clicking on the ‘All Fields’ button.

 

Step-8: Create a new calculated field called ‘Revenue’ and enter the following formula:

Here we are using the arithmetic operator ‘addition’ denoted by + between the following numeric fields: ‘Product Revenue’, ‘Tax’ and ‘Shipping Cost’.

 

Step-9: Click on the ‘Save’ button and then navigate back to the data source editor by clicking on the ‘All Fields’ button.

 

Step-10: Create a new calculated field called ‘Gross Profit’ and enter the following formula:

 

Here we are using the arithmetic operator ‘subtraction’ denoted by – between the following numeric fields: ‘Product Revenue’, ‘Tax’ and ‘Shipping Cost’.

 

Step-11: Click on the ‘Save’ button and then navigate back to the data source editor by clicking on the ‘All Fields’ button.

You should now be able to see all the new calculated fields you have created so far:

 

Step-12: Change the data type of the calculated field ‘Ecommerce Conversion Rate’ to ‘Percent’:

 

Step-13: Change the data type of the calculated fields: ‘Gross Profit’, ‘Product Revenue’ and ‘Revenue’ to ‘Currency (USD – US ($))’:

 

Step-14: (optional): Navigate back to the data studio report editor and then refresh your browser window. Just refreshing the report sometimes may not result in new fields being populated in the ‘Available Fields’ column.

 

Step-15: Right click on the table and then select ‘Copy’ to copy the existing table:

 

Step-16: Right click somewhere on the canvas and then select ‘Paste’ to paste the copied table:

 

This is what the new pasted table may look like:

 

Step-17: Re-arrange this new table so that it appears right below the old table. You can do that by dragging it down:

 

Step-18: Remove the following dimensions from this table: ‘Total Transactions’, ‘Total Website Sessions’, ‘Quantity’, ‘Average Price’, ‘Tax’ and ‘Shipping Cost’.

You can remove these dimensions one by one by hovering your mouse cursor over a dimension and then clicking on the cross button:

 

Once all the specified dimensions are removed, your data table would look like the one below:

Step-19: Add following dimensions to this table: ‘Ecommerce Conversion Rate’, ‘Product Revenue’, ‘Revenue’ and ‘Gross Profit’.

You can add these dimensions one by one by dragging them from the ‘Available Fields’ column and then dropping them in the ‘Dimensions’ section:

 

Your data table should now look like the one below:

Step-20: Re-size the new data table like the one below:

Step-21: Change the color of the table header to blue so that it looks different from the table above:

That’s how can do basic maths with numeric fields via the calculated fields.

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