When you've mastered the basics of Upsales Insights, table calculations are the next level.
These allow you to create your own data calculations.
- Click Analytics → Upsales Insights and click Create:
- Choose the report type. Either choose from a section within Upsales, or scroll down to choose a report specific to your business:
- Depending on your choice, you'll have different fields to choose from. Click a dropdown to drill down into more field options:
- Click filters and tick the custom filter box to add your own formulas. Click Help + Syntax Reference for a list of calculations and functions:
- As you type the formula, an auto-suggest appears:
- Click Visualisation and then click your preferred visual (hover over the icon for an explanation):
- When you're ready to calculate, click Run:
Example calculation
Video 0.38: Finding clients that buy more or less from us compared to last year
SUBJECT TO CHANGE -> Lägg till "Företagsnamn" & "Avslutsdatum Date Year" som dimension, Försäljning (Netto) som Measure och gör en pivot på "Avslutsdatum Date Year". Filtrera "Avslutsdatum Date Year" på senaste två åren.
Create a calculation with the below data:(pivot_offset(${ordered_product.total_value},0)-
pivot_offset(${ordered_product.total_value},1))
(pivot_offset(${ordered_product.total_value},1)