FAQ content

Editing fields in a Counts / Aggregate dataset

In this article

Getting there

  1. Go to Admin > Manage Datasets.
  2. Click on the dataset's Edit () button in the Actions column.

Navigating to the Manage Datasets page

Editing a dataset

Adding new fields

  1. Click the New Field button.

Screenshot of the New Field button

  1. Select the field type you wish to add.
    • Numeric is ideal for storing numbers.
    • Monetary is ideal for storing dollar amounts.
    • Calculated allows you to perform calculations upon two or more fields (such as total of two fields).
  2. Give your field a Name. This will appear as the label.
  3. Enter the instructions for this field. This can help explain to users what data should be entered into the field.
  4. If this is a Calculated field, select a field from the Fields dropdown to include in your calculation. This will add the field's ID to the Formula text box.
  5. If this is a Calculated field, use the Formula text box to create your calculation. Below are some examples (just replace "field_1" and "field_2" with the IDs of your own fields):
    • Calculate the total of two fields: field_1 + field_2
    • Calculate the difference between two fields: field_1 - field_2
    • Calculate a percentage: (field_1 / field_2) * 100
    • Calculate an average: (field_1 + field_2 + field_3) / 3
  6. (For Calculated fields, you can skip the Left Label and Right Label text fields -- those only apply to other dataset types.)
  7. Click the Add Field button.
  8. Repeat the above steps to add additional fields.

Example of adding a Calculated field 

Editing and deleting fields

  1. To modify or delete a field, click on the Edit option next to the field name.
    • Note: when deleting a field, all of the field's data will also be removed -- so be careful!
  2. To reorder fields, drag and drop the field name into the desired order and click the Save Field Order button.

Example of options for managing fields