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            Get Started with Einstein Report Formula Generation

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            Get Started with Einstein Report Formula Generation

            Create row-level and summary columns in Data 360 reports.

            Required Editions

            Available in: Lightning Experience.
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Einstein 1 Sales Edition and Einstein 1 Service Edition.
            User Permissions Needed
            To use Einstein Report Formula Generation:

            Prompt Template User permission set

            or

            Prompt Template Manager permission set

            If you haven’t enabled Einstein, follow these steps.

            1. Create a Data 360 report, or select Edit on a Data 360 report.
            2. Open the formula builder window by selecting Create Formula in the Fields panel, or selecting Add Summary Formula or Add Row-Level Formula in the Columns menu.
              Data 360 report with Create Formula under Fields, plus Add Summary Formula and Add Row-Level Formula in Columns menu
              Note
              Note A summary formula requires at least one group.
            3. In the formula builder window, select the Einstein tab.
            4. In the Einstein panel text field, describe the formula you want in simple terms in your natural language. Be as specific as you can about the details of the formula. Name the fields and functions, if possible, and define your concepts. See Guidelines for Requesting Row-Level Formulas or Guidelines for Requesting Summary Formulas.
              Formula builder with Einstein panel and request for a formula
            5. Pass your request to Einstein by pressing Enter or clicking the send arrow.
            6. After Einstein responds with a formula, take a moment to evaluate it. Is Einstein’s description of the formula in line with your request? Does the formula call the fields you were expecting, and are the functions appropriate to achieve what you want? If the formula isn’t what you want, you can start over. Einstein isn’t conversational, and follow-up questions aren’t supported. You must enter a new request.
            7. If the formula looks good, click Insert Formula. Einstein also adds the Column Name, Description, and Formula Output Type into the builder fields.
              Formula builder with Einstein response formula
            8. Click Validate.
            9. After checking the information that Einstein inserted, click Apply.
              Important
              Important Generative AI can produce inaccurate or harmful responses. Review the output for accuracy and safety. You assume responsibility for how the outcomes of Einstein are applied to your organization.

            Feedback can help us improve and it’s greatly appreciated. Access the thumbs up and thumbs down icons by hovering on Einstein’s response.

            Edit Formula window with Einstein panel

            See Also

             
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