Calculated field values can be used in setting up your program rules, allowing for a wide range of advanced program logic. User-created calculated fields can be edited at any time.
From the left navigation menu, select Data Sources → Fields.
Hover your cursor over the field you want to edit, then select Edit.
You must select a user-created calculated field. The default calculated fields cannot be edited.
Edit the field as required.
You can change the event used to calculate the field and any filters or tracking windows.
The calculated field key and calculation type cannot be changed.
Optionally, within the Review section, select
[Unchecked box] Recalculate values on save.If your field uses a
sumorcountcalculation, then we recommend requesting a recalculation. For other calculation types, recalculation isn't possible—refer to the recalculation considerations before making changes.
Select Save.
If | Then | Example |
|---|---|---|
The field does not have a tracking window or the tracking window has been removed. |
| The field currently sums the revenue on |
The field has an existing tracking window but the window is unchanged. | ||
A tracking window is being added to an existing calculated field |
| The field counts the number of purchases a participant makes. If you add a tracking window for a month, the existing value on the participant’s profile is wiped when the next purchase event comes in. A participant who made 5 purchases would have a value of |
The field has an existing tracking window that is being edited. |
| You change your tracking window from a fixed window to a sliding window. |
The field has an existing sliding window and the maximum calculation value is changed. |
| The windowed field currently counts the number of purchases a participant has made, to a maximum value of 10. When the max changes to 5 and a new purchase event comes in for that participant, the maximum of 5 will be retroactively applied to the data within the window. |