Doing Basic Maths on Numeric Fields via Calculated Fields

Follow the steps below to do basic maths on numeric fields via calculated fields:

Step-1: Consider the following data source named ‘Sales- ABC Inc’:

google sheets data source 3

This is the data source, we are going to use.

Step-2: Navigate to Google Data Studio and then click on the ‘Create’ button:

Create button data studio

Step-3: Click on ‘Data Source’:

data source

Step-4: Click on the ‘Google Sheets’ connector as we are going to use Google Sheets document as our data source:

Google Sheets connector 1

Step-5: Find and click on your Google sheets document:

Find and click on your Google sheets document

Step-6: Click on the ‘Connect’ button on the top right-hand side to connect your data source to data source schema:

connect button data studio

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

data source schema for this data source

Step-7: Correct the data types of various fields by changing them from their corresponding drop-down menus:

Correct the data types of various fields

Step-8: Click on the ‘Add a field’ button:

Add a field google data studio

Step-9: Name the new calculated field: Ecommerce Conversion rate:

Name the new calculated field

Step-10: Hover your mouse over the ‘Total Transactions’ field:

Hover your mouse over the Total Transactions field

Step-11: Click on the ‘+’ button next to it:

plus button

Once you clicked on the + button, the ‘Total Transactions’ field would appear in the formula box:

Total Transactions field

Step-12: Press the spacebar key on your keyboard to give one white space.

Step-13: Type forward slash ‘/’ from your keyboard and then give another white space by pressing the spacebar key:

Type forward slash

Step-14: Hover your mouse over the ‘Total Website Sessions’ field and then click on the ‘+’ button next to it:

Total Website Sessions field

The final formula to calculate the ecommerce conversion rate is going to look like the one below:

The final formula to calculate the ecommerce conversion rate

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

Step-15: Click on the ‘Save’ button at the bottom right-hand side to save the new calculated field:

save button

Step-16: Click on the ‘All Fields’ button in order to navigate back to the data source schema editor:

All Fields

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

You should now be able to see the new calculated field

Step-17: Click on the ‘Add a field’ button to create a new calculated field called ‘Product Revenue’ and then enter the following formula:

create a new calculated field called Product Revenue

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

Step-18: Click on the ‘Save’ button and then navigate back to the data source schema editor by clicking on the ‘All Fields’ button.

Step-19: Create a new calculated field called ‘Revenue’ and then enter the following formula:

new calculated field called Revenue

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

Step-20: Click on the ‘Save’ button and then navigate back to the data source schema editor by clicking on the ‘All Fields’ button.

Step-21: Create a new calculated field called ‘Gross Profit’ and then enter the following formula:

new calculated field called Gross Profit

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

Step-22: Click on the ‘Save’ button and then navigate back to the data source schema 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:

all the new calculated fields

Step-23: Change the data type of the calculated field ‘Ecommerce Conversion Rate’ to ‘Percent’:

Change the data type of the calculated field 1

Step-24: Change the data type of the calculated fields: ‘Gross Profit’, ‘Product Revenue’ and ‘Revenue’ to ‘Currency (USD – US Dollar ($))’:

Change the data type of the calculated fields

Step-25: Click on the ‘Create Report’ button:

create report google data studio

Step-26: Click on the ‘Add to Report’ button:

Add to Report google data studio

Your new report may look like the one below:

Your new report may look like the one below

Step-27: Add the following fields to this table:

  1. Total Transactions
  2. Total Website Sessions
  3. Quantity
  4. Average Price
  5. Tax
  6. Shipping Cost

You can add these fields by dragging them one by one from the ‘Available Fields’ section to the ‘Dimensions’ section in the property panel:

Available Fields google data studio

Once you have dragged and dropped all the required fields from the ‘Available Fields’ section to the ‘Dimensions’ section, your property panel may look like the one below:

Dimensions section property panel

Step-28: Resize your data table:

Resize your data table data studio

Resize your data table data studio 2

Step-29: Remove the ‘Record Count’ field from the data table by hovering your mouse over the ‘Record Count‘ metric in the property panel and then clicking on the cross button next to the metric:

Remove the Record Count field from the data table

Your data table would now look like the one below:

Your data table would now look like the one below

Step-30: Click on the ‘Style’ tab in the property panel:

Style tab in the property panel data studio

Step-31: Click on the ‘Header font color’ drop-down menu (under the ‘Table Header’):

Header font color

Step-32: Set the color to white:

Set the color to white

Step-33: Click on the Header background color drop-down menu (under ‘Table Colors’):

Header background color

Step-34: Set the color to red:

Set the color to red

Your data table would now look like the one below:

Your data table would now look like the one below 2

Step-35: Right-click on the table and then select ‘Duplicate’ to create a copy of the table:

Right click on the table and then select Duplicate

Once you clicked on the ‘Duplicate’ button you are going to see a copy of the table:

copy of the table google data studio

Step-36: Re-arrange this new table so that it appears right below the old table. You can do that by dragging it down:

Re arrange this new table

Step-37: Select the second data table and then remove the following fields from it: ‘Total Transactions’, ‘Total Website Sessions’, ‘Quantity’, ‘Average Price’, ‘Tax’ and ‘Shipping Cost’.

You can remove these fields one by one by hovering your mouse over the relevant dimension and then clicking on the cross button next to it:

remove these fields one by one by hovering your mouse

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

your report would look like the one below

Step-38: Add the following dimensions to the second data 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 in the property panel:

Add the following dimensions to the second data table

Your report would now look like the one below:

Your report would now look like the one below

Step-39: Re-size the second data table like the one below:

Re size the second data table like the one below

Step-40: Change the header color of the second table to blue so that it looks different from the table above:

Change the header color of the second table to blue

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

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