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Edit a Calculated Field

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.

Edit a calculated field

  1. From the left navigation menu, select Data Sources → Fields.

  2. 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.

  3. 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.

  4. Optionally, within the Review section, select square-regular.svg [Unchecked box] Recalculate values on save.

    • If your field uses a sum or count calculation, then we recommend requesting a recalculation. For other calculation types, recalculation isn't possible—refer to the recalculation considerations before making changes.

  5. Select Save.

Recalculation considerations




The field does not have a tracking window or the tracking window has been removed.

  • The previous field value will be retained and act as the starting point for the new calculation.

  • The new calculation will be used moving forward.

The field currently sums the revenue on userPurchase events. When you update it to sum revenue on purchase events instead, the existing value on a participant’s profile will be unchanged. The next time we receive a purchase event for them, the revenue amount is added to the existing value.

The field has an existing tracking window but the window is  unchanged.

A tracking window is being added to an existing calculated field

  • The previous field value will be retained only until new events come in. It will be wiped when the next matching event comes in.

  • The new configuration will be used moving forward.

  • Request a recalculation if you want to take historical data into account with the new configuration.

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 5 prior to your edits. The next time this participant makes a purchase, the old value is wiped and the field value is set to 1.

The field has an existing tracking window that is being  edited.

  • When editing an existing window on a calculation field, be sure to recalculate.

  • Editing without recalculation can have adverse effects on the participant's field value.

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 new configuration will be applied to participants’ historical data when the next matching event comes in.

  • Request a recalculation to update the field value without waiting for new events.

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.

Warning: The value of a windowed calculated field can’t be manually overwritten via API. You will receive an error message if you send us data that would overwrite an existing value.

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