This document contains frequently asked questions that arise when working with Calculations in TapClicks. You can quickly navigate to a particular FAQ by using the table of contents below.
How do I add a calculation to a widget?
What happens if I switch from the Basic Calculator to Advanced?
What happens if I switch from the Advanced Calculator to Basic?
What occurs if I toggle between using and not using the Data Warehouse toggle?
How do I create a basic calculation?
How do I create a conditional statement in a calculation?
What is the post-aggregation functionality?
What does the "disable duplicate row logging" toggle do?
What functions does the Calculation feature support?
How do I review changes made to my calculations?
Can I create a calculation for a specific client?
Can I export a list of my calculations?
Does the Data Exporter export calculated metrics?
How do I add a calculation to a widget?
Once you create a calculation, it becomes another metric. You add a calculation to a widget the same way you add any metric to a widget. For more information, see How to Create Widgets on a Dashboard.
What happens if I switch from the Basic Calculator to Advanced?
When you switch from the Basic Calculator to the Advanced Calculator, the system preserves your existing calculation in the Advanced Calculator.
What happens if I switch from the Advanced Calculator to Basic?
Advanced calculations may include operations and functions that the Basic Calculator does not support. As a result, switching clears any existing setup, and you need to rebuild your calculation from scratch. If you did not intend to switch, you can cancel this action.
What occurs if I toggle between using and not using the Data Warehouse toggle?
Turning the Data Warehouse toggle on or off clears your currently selected data. You need to reselect the Data Type, Data Category, and Data View, and reconstruct the formula.
How do I create a basic calculation?
When you create a new calculation, the Advanced Calculation toggle is turned on by default. Turn this toggle off to use the Basic Calculator.
How do I create a conditional statement in a calculation?
1] On the New Calculation page, make sure the Advanced Calculation toggle is turned on.
2] In the Advanced Calculator, in the Functions column, scroll down to the IF function and click it.
3] The logical expression appears in the Advanced Calculator.
4] Replace the ovals with specific content using one of the following methods:
- Click inside an oval, then click an item in the Functions, Metrics, or Operators column. The oval is replaced with the item you clicked.
- Double-click inside an oval, type what you want, and press Enter.
- Use the left and right arrow keys to move through the expression, press Backspace to delete an oval, and type its replacement.
| Note: You do not need parentheses to create your conditional statement. |
5] When the conditional statement is complete, click Save.
What is the post-aggregation functionality?
See Examples of Post-Aggregation Calculations.
What does the "disable duplicate row logging" toggle do?
The "disable duplicate row logging" toggle stops the platform from flagging duplicate row issues for a specific SmartConnector™. When you turn it on, duplicate rows do not appear as warnings in the Data Load Status Dashboard or trigger email notifications. This is helpful if duplicate rows are expected in your data and you do not need to be alerted about them, so you can focus on other potential data issues instead.
What functions does the Calculation feature support?
See Advanced Calculation Function Reference & FAQs.
How do I review changes made to my calculations?
Super Admin users can see who made changes, where they were made, and what was changed in your calculations using the Audit Logs feature. For more information, see Understanding Audit Logs.
Can I create a calculation for a specific client?
Yes, you can create a calculation specifically for an individual client in TapClicks. These are known as Client Specific Calculations and allow you to tailor formulas and metrics to meet the unique needs of each client.
For more information, see FAQs: Client Specific Calculations and How to Create Client Specific Calculations.
Can I export a list of my calculations?
Yes. You can export all of your calculations as a CSV file. This exports the calculations themselves, such as their names and formulas, not the calculated metric data. To export calculated metric data, use the Data Exporter (see the next question).
1] In the left side menu, on the Data menu, click Calculations.
2] In the upper-right corner of the Calculations page, click the Export Calculations icon. The CSV file downloads automatically.
The file includes every calculation in your instance, not only the calculations shown on the current page. It contains the following columns:
- Name: The name of the calculation.
- Data Type: The output type, such as Number, Percent, or Currency.
- Data Category Name: The data source or channel the calculation uses.
- Data View Name: The data view the calculation uses.
- Formula: The calculation formula, with each metric shown in curly braces, for example, {Clicks}/{Impressions}*100.
- Created with AI: Whether the calculation was created with AI (yes or no).
- Data Warehouse: Whether the calculation uses the Data Warehouse (yes or no).
Does the Data Exporter export calculated metrics?
Yes, the Data Exporter in TapClicks can export calculated metrics. These metrics are treated like standard metrics. Calculated metrics appear alongside standard metrics in the data fields selection list when you configure a Data Export.