Create Calculated Columns

When analyzing your data, it is helpful to consolidate data from different sources. Want to group revenue by acquisition source, linking the data from your orders table and Google Analytics data? Maybe you want to group revenue by customer gender or join a customer attribute to transaction data for segmentation. This topic discusses how to do just that.

Before getting started, Adobe recommends that you review the Calculated Column Types Guide for information on the types of columns that you can create in the Data Warehouse Manager, along with their definitions and examples.

  1. To get started, click Manage Data > Data Warehouse.

  2. Click the table in which you want to create a column. For example, if you wanted to create a Customer Gender column for revenue segmentation, you would select the sales_flat_order table.

  3. The table scheme displays. Click Create New Column.

  4. Give your column a name. For example, Customer Gender.

  5. Select the definition for the column. This is where the Calculated Column Types guide comes in handy!

  6. For certain types of columns, a little more info is needed to properly create the column:

    • For One to Many (joined) and Many to One (aggregate) columns, you need to select the tables and columns.

    • For a Same Table calculation, you need to select the desired date field from the dropdown.

If you are creating a One to Many (joined) or Many to One (aggregate) column, you need to select a pathway to connect the two tables. In this step, you can either use an existing path or create a one.

Remember to properly define the table as either many or one!
  • If desired, you can apply filters to the new column.

  • When finished, click Save.

Your new column appears in the current table with a Pending status. After the next update completes, your column will be available for use in metrics and reports.

Handy reference map map

If you are having trouble remembering what all the inputs are when creating a calculated column, try keeping this reference map handy when you are building: