Zoho Analytics provides three types of calculated fields that allow you to derive new values from your existing data: formula columns, aggregate formulas, and report formulas. Each type serves a different purpose and operates at a different scope within your workspace.

Formula Columns

A formula column is a derived column added directly to a table. It performs row-level calculations using values from one or more columns in the same row. For example, you could create a formula column called Profit Margin that divides the Profit column by the Revenue column and multiplies by 100.

To add a formula column:

1. Open the relevant table in your workspace.
2. Click Add in the column header area and select Formula Column.
3. Enter a name for the column and write your formula expression.
4. Click Save to add the column to the table.

Formula columns appear in all reports built from that table and can be used in filters, aggregations, and further calculations.

Aggregate Formulas

Aggregate formulas operate across multiple rows, computing summary values such as totals, averages, or counts. Common aggregate functions include SUM, AVG, MIN, MAX, COUNT, and DISTINCT COUNT. You can also combine aggregate functions with conditional logic using IF/THEN expressions.

Aggregate formulas are added from the Add menu within the report designer. They appear as additional metrics in your charts, pivot tables, and summary views, providing summary-level figures rather than row-by-row values.

Report Formulas

Report formulas are specific to an individual report and do not affect the underlying table or other reports. They are useful for creating one-off metrics that apply only in the context of a particular visualisation. For example, you might create a report formula to calculate a running percentage contribution that is only relevant to a specific chart.

To add a report formula, open a report in edit mode, click the Add menu, and select Report Formula. The formula editor supports the same functions as formula columns and aggregate formulas.

Supported Functions

Zoho Analytics supports a wide range of functions for use in all formula types, including:

• Mathematical: ABS, ROUND, FLOOR, CEILING, POWER, SQRT
• Text: CONCAT, LEFT, RIGHT, MID, LEN, UPPER, LOWER, TRIM
• Date: YEAR, MONTH, DAY, DATEADD, DATEDIFF, NOW, TODAY
• Logical: IF, IFS, CASE, COALESCE, NULLIF
• Aggregate: SUM, AVG, MIN, MAX, COUNT, COUNTD