Field | Description |
Folder
|
Select the reporting area from which you want to select a report.
Ajera CRM lists all the reports associated with that area in the
Report Type field.
|
Report Type
|
Select the report to which you want to add a calculated field.
Ajera CRM displays all the fields associated with that report in the
Fields field.
|
Description
|
Enter a name for the calculated field. Deltek recommends that you enter a description that indicates what the calculated field represents, so that other users understand its purpose.
|
Data Type
|
From the drop-down list, select the data type for the calculated field. When you select this setting,
Ajera CRM changes the format that displays in the
Format field; you can alter the format if you wish.
|
Heading 1 and Heading 2
|
Use these options to specify new heading text for the calculated field. The heading you specify can have one line or two. If your new heading only requires one line, enter it in
Line Heading 2.
If you enter a new heading that is longer than the default, you may need to use the
Width option to change the column width.
|
Format
|
Select a format for the calculated field. For example, the format #,###.00 [-#,###.00] would appear as 5,400.00 or -5,400.00.
|
Width
|
Select the width of the field in inches. The default is 1.0.
|
Fields
|
Select the field(s) to use in a calculation. To select a field, either double-click on it, or select it and click
Add Field. The field name displays in the Calculation grid. Calculations can be simple or complex, and can be created using the Calculator and/or the Use a Condition tool.
The result for a calculated field must be a number. Text fields can be used only in the
If this is true field, which is available when
Use a Condition is selected.
|
Calculator
|
Use the Calculator tool to create simple calculations using numbers and math calculations. In addition to clicking on the Calculator to select a number or symbol, you can also type the number or symbol directly in the Calculation grid.
|
Use a Condition
|
Use this tool to create or modify more complex calculations. To activate the tool, click the
Use a Condition check box.
|
Calculation
|
The calculation that you are creating or modifying displays in this field.
|
Calculated Fields Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
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Undo
|
Click this button to undo only the last change you made to the calculation.
|
Clear
|
Click this button to delete the entire calculation currently displayed in the
Calculation box.
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Check Calculation
|
Click this button to check your calculation for errors. If any of the formula's elements contains an error, such as an invalid field name, mismatched parentheses, or text fields in a field other than the If field,
Ajera CRM displays a message to explain the error and displays the erroneous contents in a bold red font.
Save on the menu toolbar also performs this check.
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