Perform calculations on marketing data in list reports

Analytics reports in Aha! help you monitor and manage the data behind all of your marketing efforts. To gain actionable insights from these reports, you often need to combine datasets and run calculations. 

Calculation columns make it possible to transform the data in your list reports using custom equations. These columns can be created on list reports, then presented on pivot tables, charts, and custom roadmaps. With calculation columns, you can get instant insights into your marketing data to share with your team — no spreadsheets required.

Calculation columns are completely configurable for a range of uses, from simple operations to highly complex equations. Here are a few ways that marketing teams can leverage them:

  • Show progress on revenue goals by calculating differences between revenue targets and actual revenue.
  • Measure the impact of your digital marketing campaigns by creating metrics like cost per conversion or cost per lead. 
  • Keep activities on schedule by comparing remaining time to completion against go-live date.

Add a calculation column

Calculation columns are created and configured on list reports. After they have been created, the calculated data can be presented on lists, pivot tables, charts, and custom roadmaps.

Calculation columns can be configured to perform equations using a variety of functions and operators. The equations can perform calculations on data elements that appear within the same row of data — in other words, the calculations can be performed horizontally.

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To add a calculation column to a list report: 

  1. Create a new list report at Roadmaps > List or choose an existing report.
  2. Click the plus icon that appears on the right side of the furthest column header shown on your list report. Then, choose Calculation column. The Equation builder will appear.
    Note: You can also add a calculation column by clicking the More details button, which appears when you hover over a column header.
    aha-for-marketing-equation-builder-list-report.png
  3. From the Equation builder, you can begin to design your equation. Equations contain fields and functions and/or operations. For a quick example, to determine if a feature has passed its due date, start by choosing the function for evaluating conditions: If

      •When you are searching for a field, function, or operator, you can select a result by moving up or down with the arrow keys. You can add your selection using the Return/Enter key.

      •When you hover over a function, syntax and examples for the function appear on the viewing pane within the equation builder. For the purpose of this example, we will be starting with a function. However, you can also perform simple mathematical operations between fields by separating them with operators. For example, to combine two fields, you could enter an equation like this: 
         field("Customer retention")+field("Sales increase")
  4. Next, following the syntax rules in the equation builder viewing pane, choose the fields and operators that you would like included in your equation. For the purpose of our example, the equation should look like this: 
         if(field("Activity due date") < today(),"Needs rescheduling","")

      •If the equation does not include the proper syntax, an error will appear below the calculation row. If you save a calculation that does not contain the correct syntax, the column header will be red. 

      •
    If you rename a column referenced in your equation, don't worry. It will automatically be renamed in the equation as well. 

      •You can format calculation date columns with Month DD, YYYY and Mon DD, YYYY formats.
  5. Click Save. The list report will now display a note next to any activity that is behind schedule, based on our equation.

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Customize and use calculation columns

Calculation columns are created in list reports but they can be presented in chart, pivot, and custom roadmap reports. After you have added a calculation column, you can toggle between report types using the List dropdown in the upper-left corner of the report.

Here are a few ways that you can further customize your report with calculation columns:

  • When you create a calculation column, a filter for that column is automatically added to your report as well. You can remove the filter by clicking the next to it, or add it back by clicking the + next to your calculation column. If you rename your calculation column, the filter's name will update when you next refresh the page.
  • Calculation columns can be sorted like any other data element in your list reports. You can sort a column individually by hovering over the column header, selecting the More details button, then choosing from one of the sorting options. Or you can define a more complex sort order using the Sort data button in the top-left corner of your report.
  • To move a column, hover over the column header until you see the move cursor. Drag the column to the desired location.
  • Calculation column headers can be renamed by clicking on the column name to edit the text. 
  • To edit the calculation or delete a calculation column, click the More details button that appears when you hover over on the column header and then choose an action.
  • To define the number format of a calculation column, click the More details button on the column header, then choose # Format column to customize the output of your column.

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Unsupported fields

You will see every field in your report in the equation builder. If any field is incompatible with calculation columns, you will be unable to add it. 

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The following fields are not yet supported in calculations and will not be presented in the equation builder:

Standard fields

  • Tags
  • Estimate

Custom fields

  • Predefined tags field
  • Tags field

Custom Aha! record relationships field

  • None of these are supported

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