Creator: Writing expressions in the notebook editor

The Creator notebook editor allows users to created advanced filters and even custom columns through the use of expressions.

Custom expressions are a way to create more advanced filters and aggregations, or to add custom columns to your custom question. These expressions are accessible in the notebook editor of custom questions when clicking the button to add a new filter, a new metric in the Summarise area, or when creating a new custom column.

➡️ How to write expressions

In each of these three places, you can:

  • Use parentheses to group parts of your expression.
  • Use basic mathematical operators: +, -, * (multiply), / (divide) on numeric column with numeric values, like integers, floats, and doubles. You can’t currently perform mathematical operations on timestamp columns.
  • Use conditional operators: ANDORNOT>>= (greater than or equal to), <<= (less than or equal to), =!= (not equal to).
  • Refer to columns in the current table, or columns that are linked via a foreign key relationship. Column names should be included inside of square brackets, like this: [Name of Column]. Columns in connected tables can be referred to like this: [ConnectedTableName.Column].
  • Refer to saved Segments or Metrics that are present in the currently selected table. You write these out the same as with columns, like this: [Valid User Sessions].
  • Use most of the different functions listed below.

➡️ Aggregation functions

Some of the functions listed below can only be used inside of a metric expression in the Summarise area, because they aggregate an entire column. So while you could create a custom column with the formula [Subtotal] + [Tax], you could not write Sum([Subtotal] + [Tax]) unless you were creating a custom metric expression. Here are the functions that can only be used when writing a metric expression:

  • Average
  • Count
  • CumulativeCount
  • CumulativeSum
  • Distinct
  • Max
  • Median
  • Min
  • Percentile
  • StandardDeviation
  • Sum
  • Variance

➡️ Filter expressions and conditionals

Some other things to keep in mind about filter expressions and conditionals:

  • Filter expressions are different in that they must return something that’s true or false. E.g., you could write [Subtotal] + [Tax] < 100, but not just [Subtotal] + [Tax].
  • You can use functions inside of the conditional portion of the countif and sumif aggregations, like so:
countif( round([Subtotal]) > 100 OR floor([Tax]) < 10 )

➡️ Working with dates in filter expressions

If you want to work with dates in your filter expressions, they’ll need to follow the format, "YYYY-MM-DD" — i.e., four characters for the year, two for the month, and two for the day, enclosed in quotes and separated by dashes.

Example:

between([Created At], "2020-01-01", "2020-03-31") OR [Received At] > "2019-12-25"

This would return rows where Created At is between January 1, 2020 and March 31, 2020, or where Received At is after December 25, 2019.

➡️ List of all available functions for expressions

Name Syntax Description Example
Absolute abs(column) Returns the absolute (positive) value of the specified column. abs([Debt])
Average Average(column) Returns the average of the values in the column. Average([Quantity])
Between between(column, start, end) Checks a date or number column’s values to see if they’re within the specified range. between([Created At], "2019-01-01", "2020-12-31")
Case case(condition, output, …) Tests an expression against a list of cases and returns the corresponding value of the first matching case, with an optional default value if nothing else is met. case([Weight] > 200, "Large", [Weight] > 150, "Medium", "Small")
Ceiling ceil(column) Rounds a decimal number up. ceil([Price])
Coalesce coalesce(value1, value2, …) Looks at the values in each argument in order and returns the first non-null value for each row. coalesce([Comments], [Notes], "No comments")
Concatenate concat(value1, value2, …) Combine two or more strings of text together. concat([Last Name], ", ", [First Name])
Contains contains(string1, string2) Checks to see if string1 contains string2 within it. contains([Status], "Pass")
Count Count Returns the count of rows in the selected data. Count
Count if CountIf(condition) Only counts rows where the condition is true. CountIf([Subtotal] > 100)
Cumulative count CumulativeCount The additive total of rows across a breakout. CumulativeCount
Cumulative sum CumulativeSum(column) The rolling sum of a column across a breakout. CumulativeSum([Subtotal])
Distinct Distinct(column) The number of distinct values in this column. Distinct([Last Name])
Ends with endsWith(text, comparison) Returns true if the end of the text matches the comparison text. endsWith([Appetite], "hungry")
Exp exp(column) Returns Euler’s number, e, raised to the power of the supplied number. exp([Interest Months])
Floor floor(column) Rounds a decimal number down. floor([Price])
Interval interval(column, number, text) Checks a date column’s values to see if they’re within the relative range. interval([Created At], -1, "month")
Left trim ltrim(text) Removes leading whitespace from a string of text. ltrim([Comment])
Length length(text) Returns the number of characters in text. length([Comment])
Log log(column) Returns the base 10 log of the number. log([Value])
Lower lower(text) Returns the string of text in all lower case. lower([Status])
Max Max(column) Returns the largest value found in the column. Max([Age])
Median Median(column) Returns the median value of the specified column. Median([Age])
Minimum Min(column) Returns the smallest value found in the column Min([Salary])
Percentile Percentile(column, percentile-value) Returns the value of the column at the percentile value. Percentile([Score], 0.9)
Power power(column, exponent) Raises a number to the power of the exponent value. power([Length], 2)
Regex extract regexextract(text, regular_expression) Extracts matching substrings according to a regular expression. regexextract([Address], "[0-9]+")
Replace replace(text, find, replace) Replaces a part of the input text with new text. replace([Title], "Enormous", "Gigantic")
Right trim rtrim(text) Removes trailing whitespace from a string of text. rtrim([Comment])
Round round(column) Rounds a decimal number either up or down to the nearest integer value. round([Temperature])
Share Share(condition) Returns the percent of rows in the data that match the condition, as a decimal. Share([Source] = "Google")
Square root sqrt(column) Returns the square root. sqrt([Hypotenuse])
Standard deviation StandardDeviation(column) Calculates the standard deviation of the column. StandardDeviation([Population])
Starts with startsWith(text, comparison) Returns true if the beginning of the text matches the comparison text. startsWith([Course Name], "Computer Science")
Substring substring(text, position, length) Returns a portion of the supplied text. substring([Title], 0, 10)
Sum Sum(column) Adds up all the values of the column. Sum([Subtotal])
Sum if SumIf(column, condition) Sums up the specified column only for rows where the condition is true. SumIf([Subtotal], [Order Status] = "Valid")
Trim trim(text) Removes leading and trailing whitespace from a string of text. trim([Comment])
Upper upper(text) Returns the text in all upper case. upper([Status])
Variance Variance(column) Returns the numeric variance for a given column. Variance([Temperature])

 

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