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Overview

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1. Drag in the appropriate Formula Builder field type (Metric or Dimension), assigning it to a Field Category.
2. Navigate to the Formula tab
3. The formula builder will allow you to generate a valid formula that will be returned by this column. Highlighted buttons will help guide you to create a valid formula.
   
4. Test your formula by clicking the test formula link.
5. Save & Activate

Case Statements

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If you are not familiar with Case Statements, the basic structure is as follows:

CASE 
	WHEN this is true THEN return this
	WHEN this is true THEN return this
	WHEN this is true THEN return this
	...
	ELSE return this
END

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1. To insert a Case statement, click the CASE button in the Formula Builder.
2. Click on the WHEN button will open a popup and create your first WHEN condition and THEN instruction.
   Note: it operates similar to the formula builder, only allowing formula objects to be inserted where they are valid.
   
3. Click OK to complete your condition/instruction
4. Continue adding WHEN conditions until you have covered all the possibilities required
5. Add an ELSE condition if needed, this is optional, but recommended.
6. Add your END component
7. Save & Activate your calculation

Grouped Values

Creating a Grouped Values Field

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1. Drag in Grouped Values field into a Category in the Available Fields panel
2. Select a Field to base the grouping on
   
3. Supply a Business Name
   
4. Navigate to the Values tab
5. Click on Add Group
   
   1. Poor Between 0 AND 3
      
   2. Click Save
6. Click on Add Group
   1. Standard Between 4 AND 7
   2. Click Save
7. Click on Add Group
8. Save & Activate your field