Custom Summations

Custom expressions are formulas you can write in the built-in query builder to perform calculations, apply conditional logic, or build filters that go beyond the standard options. If you've used formulas in Excel or Google Sheets, the concept is the same: you combine functions, operators, and column references to produce a value.

Custom expressions can be used in three places:

• Custom Columns: to create a new column calculated from existing ones
• Custom Filters: to filter rows using conditions that the standard filter options don't support
• Custom Summations: to aggregate data using calculations like conditional sums

This article focuses on creating Custom summations.

To create a custom summation, click on the Editor button while viewing a saved question (report):

On the editor screen, click Summarize:

Scroll down to the bottom of the summarize options and click Custom Expression:

This opens the custom expression window. From here, enter your formula, then enter a name for the resulting summation, and click Done:

Example: Counting active Canine Professional memberships

The resulting summarized report:

Custom summations are helpful when stacked side by side with other summations.

Starting from a new example report, membership records are already counted and grouped by membership tier:

We can add a custom summation by clicking the plus (+) button in the editor screen:

Example: Counting active memberships

The resulting report shows the total count of memberships in each tier alongside the count of active memberships:

We can add another custom expression to show the ratio of active to total memberships:

Example: Dividing active memberships by total memberships

The resulting report:

Wicket's reporting solution is powered by Metabase. Additional documentation is available in the Metabase documentation.