Creating expressions using the Expression Builder

The Expression Builder provides a standard interface for creating and modifying expressions. The Expression Builder dialog box is displayed as needed when you work in Analytics. It opens when you perform any of the following actions:

  • Click If or Expr in any dialog box.

  • Click Edit View Filter in the View tab in the display area.

  • Select Edit > Table Layout, click Add a New Expression  in the Edit Fields/Expressions tab, and then click Expression .

  • Select Edit > Filters, or Edit > Variables, and click New.

  • Click Insert Expression  in the Script Editor toolbar.

When you open the Expression Builder by clicking If, or by editing a filter, you are restricted to creating logical expressions.

To create an expression:

  1. In the Expression Builder dialog box, complete one or more of the steps listed below to build an expression.

    When you click or double-click to insert components of an expression, the components are inserted at the cursor location in the Expression text box.

    Enter all or part of the expression manually in the Expression text box.

    Double-click a field name in the Available Fields list. If you are working with a table that has related tables, you can select the table to add fields from in the From Table drop-down list.

    Click a logical or mathematical operator button to insert an operator.

    Click Date & Time and use the Date & Time Selector dialog box to insert a valid date, datetime, or time.

    Double-click a filter name in the Filters list, or a variable name in the Variables list.

    Double-click a function name in the Functions list.

    You can use the Functions drop-down list to filter the functions by type. If the Paste Parameters checkbox is selected the parameter placeholders are copied, and need to be replaced with appropriate fields or values. You also need to remove the angle brackets (< >) around any optional parameters you are including, or remove the optional parameters if you are not using them.

    Tip

    For information about how to use the individual functions in the Functions list, click the Help button below the list.

  2. Click Verify to validate the expression you have built. The expression is checked to ensure that the syntax is correct and that the expression returns the correct value type, if a particular type is required.
  3. Complete one of the following steps to create the expression:
    1. If you want to save the expression permanently, enter a name in the Save As text box and click OK. The name of the expression is copied into the text box or the location from which you accessed the Expression Builder. If you are creating a variable you must provide a name.
    2. Click OK to create the expression without saving it permanently. The expression is copied into the text box or the location from which you accessed the Expression Builder.