Calculated Dimensions
Summary: kingsofdeleon proposes an expansion of the formula editor to create dimensions based on filtered data, enabling dynamic recategorization. Chris Wallingford shares workaround techniques using categories and filters, while irismaessen suggests the 'Dynamic Buckets' plugin might meet these needs. DRay has escalated the idea to the product team, encouraging community support. The company announces development has begun, as confirmed by Amanda Hammar and Morli Ben David that improvements are forthcoming, detailing the planned features and future releases.
The idea here is to expand the formula editor (Specifically CASE WHEN Statements) to allow the creation of dimensions or "buckets" based on filtered data. This is useful on the dashboard level as we may want to recategorize our data dynamically after filtering the dashboard.
Lets say I have a pretend table holding daily customer transactions. In my report I'd want to see each customer's average spending for an arbitrary time frame. I'd also like to categorize that player BASED off that average spending. Which could change based on any filters I use.
IE)
CASE
WHEN [Avg Money Spent] > 999 then '1000+'
WHEN [Avg Money Spent] > 699 then '700 to 999'
WHEN [Avg Money Spent] > 399 then '400 to 699'
...
WHEN [Avg Money Spent] >= 0 then '0 to 99'
ELSE NULL
END
I would then use this calculated dimension in visualizations like pie charts, etc.
I'm not sure if this is possible, but being able to use this dimension as a filter would be very useful as well.
IE) Show me all the customer who fall under '400 to 699' range for any given period.
Morli Ben David
·3 months ago · EditedIndeed, it's coming very soon :) We will release it in 2 steps, or more. The first one is already rolling out in 2026.2.1:
Range bucketing (Numeric, String, Datetime) - as suggested in the example in this post
Compound conditions (And/Or)
Nested conditions
Future releases, hopefully right after that one, will most probably include wider data types support such as adjusted filters for strings/numbers, and support for IN() value comparison in the formulas.
Amanda Hammar
Admin3 months agoHello! We are happy to announce work has started on this as of a couple weeks ago and is now in "planned" status!
DRay
·1 year agoHello kingsofdeleon,
Thank you for submitting your idea!
I have brought this Idea to the product team and will post updates here as they are available.
One of the ways we prioritize development efforts is by community interest. I encourage other users to vote and comment on this suggestion. The more engagement an idea receives the higher the likelihood of it being considered for implementation.
Thank you for being a valuable part of our community!
kingsofdeleon
OP2 years agoThank you very much for the input everyone.
I'll report back to let you know if these suggestions worked!
irismaessen
·2 years agoI wonder if the 'Dynamic Buckets' plugin doesn't do most of what you want. The definition is in the widget script, not the formula, but you should be able to get results.
Iris
Chris Wallingford
·2 years agoI realized after posting that I forgot to put that first formula into a MPA, so it'd need to be more like:
SUM ( [Customer ID] , IF ( [Avg Money Spent] > 999 , 1 , 0 ) )
Chris Wallingford
·2 years agoWorkarounds for this:
For the pie chart, don't put anything on categories and instead create a value per bucket.
e.g. IF ( [Avg Money Spent] > 999 , 1 , 0 ) and rename the value to "1000+" etc.
And for a filter, say a Pivot with customer details on rows and values for spend, put a widget filter on the customer ID, Ranking type, TOP 100000 with a formula like IF ( [Avg Money Spent] > 999 , 1 , NULL ), where NULL will exclude non-qualified customers from being included in the ranking at all, and thus excluded from the scope of the widget.