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Knowledge and Support - Adaptive Insights

Can You Filter An Account For More Than One Dimension In The Formula Assistant?

Question

Can you filter a formula using more than one dimension in the formula assistant? For example, if I want to calculate revenue for a specific type of customer (ie. where the dimension “new” = yes) and by a specific type of revenue (ie. where the revenue type = hosting), is there a way to include both in the formula logic? If so, how do I write that out - where do parentheses go, commas, etc..?

Answer

Yes, it is currently possible to filter an account in a formula for values tagged with multiple dimensions. All chosen modifiers will be included in square brackets in the formula, separated by commas. Those modifiers can be in any order within these brackets. Below is an example of how a formula could look with multiple modifiers.

ACCT.Revenue[New=Yes, Revenue Type=Hosting]

When using the formula assistant, select the Dimension Type, Value, and then click Append Dimension to add the modifier to the account. Do this for each Dimension before selecting Insert Into Formula to add multiple modifiers.

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