Create Custom Columns in SIERA

1. Feature Overview

You can create Custom Columns in the Data Source section of SIERA reports. A custom column lets you build new fields by writing expressions that combine existing columns, apply conditions, or transform values.

This makes your reports more flexible by allowing you to model business-specific logic without altering the underlying data.

Once a custom column is created, it can be applied in multiple areas of your report:

• Row/Column Grouping → Categorize data by your custom logic.
• Values → Use them inside other custom measures using Expression Builder.
• Filters → Apply custom logic to refine report data.
• Drill-Down → Add as drillable fields for deeper exploration.
• List Report Fields → Display custom fields directly in list-style reports.

2. Prerequisites

• SIERA is a paid feature. To enable it for your account, contact your account manager or support@leadsquared.com.
• For more information on building a SIERA report, refer to SIERA Report Builder.

3. Example Use Cases

Here are a few example use cases for custom columns in SIERA –

• Create a column that flags leads as High Priority if their Lead Score > 50, otherwise mark them as Low Priority.
• Combine two numeric fields (e.g., Lead Score and Engagement Score) and display one of them based on a condition.
• Build a dynamic column that returns Yes/No depending on whether a lead meets specific criteria.

4. Creating a Custom Column

Follow these steps to create custom columns –

1. In the report builder, navigate to the Data Source section.
2. Select the Custom Columns tab and click + New Column.
3. Enter a Column Name and build your Expression using the Expression Builder.
4. Click Save.
5. The new column will appear under the Custom category in the Additional Panel.

While building the expression, you can reference existing fields, apply conditions (`IF` statements), and use supported functions.

For example:

If('Leads.Lead Score' > 10, 'Yes', 'No')

This expression creates a column that outputs Yes if the Lead Score is greater than 10, otherwise No.

FAQs

1. Can I use a custom column in multiple places in the same report?
Yes. Once saved, it’s available in grouping, values, filters, drill-downs, and list reports.

2. What happens if I mix data types in my expression?
The output defaults to String unless all outputs are consistently numeric or date-time.

3. Are custom columns available in sub-queries?
Yes. You can create them inside a query, and they will be available in the main report if included in the query grouping.

4. Do custom columns affect source data?
No. They are report-level transformations and do not alter the underlying database.