Contents of the Calculated Fields Dialog Box

Use the Calculated Fields dialog box to select and set options for adding your own calculated fields to the report.

Field	Description
Description	Enter a name or brief description for the calculated field. Choose a description that indicates clearly what is being calculated, so that other users will understand its purpose.
Data Type	From the drop-down list, select the data type for the calculated field. When you select this setting, Vantagepoint changes the format that displays in the Format field; you can alter the format if you wish.
Currency	If you selected Currency in the Data Type field, use this option to specify the currency for the calculated field.
Heading	Use this option to specify the heading of the column for the calculated field. If you enter a heading that is longer than the default heading, you may need to adjust the column width in Width.
Width	Enter the width of the report column for the calculated field in inches. You can change the default width.
Field	Use this option to filter and locate the types of fields you want to appear on the report. a report that you selected in Report Type. If you are accessing the Calculated Field dialog box from Reporting, the Field list displays all fields depending on the applications to which you have access. For example, if you are creating an Employee List report and need to select a Pay Rate field, you must have access to the Payroll application. If you use a user-defined field in the calculation for a calculated field, Vantagepoint automatically selects that user-defined field as a report column if you do not select it. When Vantagepoint selects a user-defined field, that column is assigned a column width of 0 so it is not actually displayed on the report. Click the field filter and select one of the filtering options from the list to make it easier to locate the fields you need to include in the calculation: =: Includes fields that start with/contain the characters or names entered in text field. =: Includes fields that contain the characters or names that you entered. !=: Excludes fields that contain the characters or names that you entered. { }: Is empty !{ }: Is not empty 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.
Add Field	To include a report field in the equation for the calculated field, select it in the field list and click Add Field.
Calculator	Use these options to create simple calculations using numbers, math operators (/, *, -, +), brackets, and parentheses. To enclose all or part of the calculation in parentheses, select that part of the calculation in Calculation and click (..Exp..). When using division within the calculation, you must use parentheses to enclose the operation or the report will not run correctly. You do not have to use Calculator to select a number or symbol. You can also enter them directly in Calculation. For example, you could use the keyboard to enter the following: [ JTD Amount] - [Compensation]
Use a Condition	Use this option to create more complex calculations. Click Use a Condition to enable () or disable () this section. Example This calculation displays the year-to-date amount for the Boston office: If this is true: [Office] = " BO" Use this calculation: [Year-to-Date Amount] Otherwise, use this calculation: 0 Available Conditions The available conditions are the following: = (Equals) <> (Does not equal) < (Less than) > (Greater than) >= (Greater than or equal to) <= (Less than or equal to) LIKE (Use * (asterisk) as a wildcard character.) Add Period (Select an accounting period from the drop-down list.) LIKE Condition Use the LIKE condition with one or more asterisks (*) as wildcards to base the calculation on the presence of specific text in a field. The following are some examples: If this is true: [EmployeeName] LIKE "John*": "Johnson" and "Johnston" satisfy the condition. If this is true: [EmployeeName] LIKE "*son": "Johnson" and "Smithson" satisfy the condition. If this is true: [EmployeeName] LIKE "Ham*ton": "Hamilton" and "Hammerton" satisfy the condition. If this is true: [EmployeeName] LIKE "*am*": "Samuelson" and "Hamilton" satisfy the condition.
Undo	Click this option to undo the last modification you made to the calculation.
Clear	Click this option to delete the entire calculation from Calculation.
Check Calculation	Click this option to verify that the calculation is valid.
Calculation	This displays the equation for the calculated field as you create it. You can use the Field list, Calculator options, and Use a Condition options to add components to the equation, or you can use the keyboard to enter them directly into this box.
Perform calculation on	Specify whether Vantagepoint performs the calculated field’s calculation on detail, subtotal lines, or total lines. Some of these options are not available on some reports, and not all options are appropriate for all reports. For example, a summary report without subtotal and total lines will not display such values for a calculated field, even if an option is selected that normally applies to subtotal and total lines. Select one of the following: Detail lines: Vantagepoint performs the calculation on detail lines. If you also select the Sum up calculated amounts on total lines check box, Vantagepoint adds the calculated detail values to generate the subtotal values and adds subtotals to calculate higher-level totals. Last group line: Vantagepoint performs the calculation on the lowest subtotal level only. The Sum up calculated amounts on total lines check box is not available if you select this option. All detail and total lines: Vantagepoint performs the calculation on each detail, subtotal, and total line individually, rather than adding the detail lines to arrive at subtotal values. Each row from the query: Vantagepoint performs the calculation on each detail line and adds the resulting values to generate higher-level totals. (This option is equivalent to selecting detail lines and selecting Sum up calculated amounts on total lines.) Microsoft SQL Server Reporting Services 2008 and earlier versions do not support certain types of calculations involving the Perform Calculations On field and the Sum Up Calculated Amounts on Total Lines check box. When you save a calculated field that may not be supported by your current reporting services, Vantagepoint displays a warning message. If you decide to use that calculated field, Deltek strongly recommends that you test it carefully to verify that it provides the correct results.
Sum up calculated amounts on total lines	If you select detail lines in Perform calculation on and select this check box, Vantagepoint adds the calculated detail values to determine the subtotal values and adds subtotals to calculate higher-level totals. If you do not select this check box, Vantagepoint does not display subtotals or totals for the calculated field. Microsoft SQL Server Reporting Services 2008 and earlier versions do not support certain types of calculations involving the Perform Calculations On field and the Sum Up Calculated Amounts on Total Lines check box. When you save a calculated field that may not be supported by your current reporting services, Vantagepoint displays a warning message. If you decide to use that calculated field, Deltek strongly recommends that you test it carefully to verify that it provides the correct results.
Save	Click this option 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) Vantagepoint displays a message explaining the error in which the erroneous contents appear in bold, red font. If no errors are present, Vantagepoint saves the calculated field record.
	You can also check a calculation for errors whenever you add a new calculated field or modify an existing one. Click Check Calculation under the Use a Condition area on the Calculated Fields form.
New	Click this option to create or copy a calculated field. Select one of the following options: New Calculated Field to create a new field. Copy Current Calculated Field to create a new field that is currently displayed on the form. You can then modify the fields and save the record as a new calculation field record. Calculated Field to Copy to create a new field form a field currently in the list. Select the field, make your changes and then save it as a new field.
Delete Calculated Field	Click this option to delete the calculated field record.
Find Calculated Field	Use the search field to find the calculated field that you want to modify or copy for a new calculated field.
+ New Record	Click + New Record to create a new calculated field. If you have a displayed calculated field, the fields in the dialog box or form is cleared when you click + New Record.
Save	Click this option 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, Vantagepoint displays a message explaining the error and displaying the erroneous contents in a bold red font. If no errors are present, Vantagepoint saves the record.
Other Actions	Copy: Click this option to create a new field from the currently displayed calculated field. Delete: Click this option to delete the calculated field record that is currently displayed.
Description	Enter a name or brief description for the calculated field. Choose a description that indicates clearly what is being calculated, so that other users will understand its purpose.
Heading	Use this option to specify the heading of the column for the calculated field. If you enter a heading that is longer than the default heading, you may need to adjust the column width in Width.
Data Type	From the drop-down list, select the data type for the calculated field. When you select this setting, Vantagepoint changes the format that displays in the Format field; you can alter the format if you wish.
Currency	If you selected Currency in the Data Type field, use this option to specify the currency for the calculated field.
Width	Enter the width of the report column for the calculated field in inches. You can change the default width.
Field	Use this option to filter and locate the types of fields you want to appear on the report. a report that you selected in Report Type. If you are accessing the Calculated Field dialog box from Reporting, the Field list displays all fields depending on the applications to which you have access. For example, if you are creating an Employee List report and need to select a Pay Rate field, you must have access to the Payroll application. If you use a user-defined field in the calculation for a calculated field, Vantagepoint automatically selects that user-defined field as a report column if you do not select it. When Vantagepoint selects a user-defined field, that column is assigned a column width of 0 so it is not actually displayed on the report. Click the field filter and select one of the filtering options from the list to make it easier to locate the fields you need to include in the calculation: =: Includes fields that start with/contain the characters or names entered in text field. =: Includes fields that contain the characters or names that you entered. !=: Excludes fields that contain the characters or names that you entered. { }: Is empty !{ }: Is not empty 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.
Add Field	To include a report field in the equation for the calculated field, select it in the field list and click Add Field.
Calculator	Use these options to create simple calculations using numbers, math operators (/, *, -, +), brackets, and parentheses. To enclose all or part of the calculation in parentheses, select that part of the calculation in Calculation and click (..Exp..). When using division within the calculation, you must use parentheses to enclose the operation or the report will not run correctly. You do not have to use Calculator to select a number or symbol. You can also enter them directly in Calculation. For example, you could use the keyboard to enter the following: [ JTD Amount] - [Compensation]
Use a Condition	Use this option to create more complex calculations. Click Use a Condition to enable () or disable () this section. Example This calculation displays the year-to-date amount for the Boston office: If this is true: [Office] = " BO" Use this calculation: [Year-to-Date Amount] Otherwise, use this calculation: 0 Available Conditions The available conditions are the following: = (Equals) <> (Does not equal) < (Less than) > (Greater than) >= (Greater than or equal to) <= (Less than or equal to) LIKE (Use * (asterisk) as a wildcard character.) Add Period (Select an accounting period from the drop-down list.) LIKE Condition Use the LIKE condition with one or more asterisks (*) as wildcards to base the calculation on the presence of specific text in a field. The following are some examples: If this is true: [EmployeeName] LIKE "John*": "Johnson" and "Johnston" satisfy the condition. If this is true: [EmployeeName] LIKE "*son": "Johnson" and "Smithson" satisfy the condition. If this is true: [EmployeeName] LIKE "Ham*ton": "Hamilton" and "Hammerton" satisfy the condition. If this is true: [EmployeeName] LIKE "*am*": "Samuelson" and "Hamilton" satisfy the condition.
Clear	Click this option to delete the entire calculation from Calculation.
Check Calculation	Click this option to verify that the calculation is valid.
Calculation	This displays the equation for the calculated field as you create it. You can use the Field list, Calculator options, and Use a Condition options to add components to the equation, or you can use the keyboard to enter them directly into this box.
Perform calculation on	Specify whether Vantagepoint performs the calculated field’s calculation on detail, subtotal lines, or total lines. Some of these options are not available on some reports, and not all options are appropriate for all reports. For example, a summary report without subtotal and total lines will not display such values for a calculated field, even if an option is selected that normally applies to subtotal and total lines. Select one of the following: Detail lines: Vantagepoint performs the calculation on detail lines. If you also select the Sum up calculated amounts on total lines check box, Vantagepoint adds the calculated detail values to generate the subtotal values and adds subtotals to calculate higher-level totals. Last group line: Vantagepoint performs the calculation on the lowest subtotal level only. The Sum up calculated amounts on total lines check box is not available if you select this option. All detail and total lines: Vantagepoint performs the calculation on each detail, subtotal, and total line individually, rather than adding the detail lines to arrive at subtotal values. Each row from the query: Vantagepoint performs the calculation on each detail line and adds the resulting values to generate higher-level totals. (This option is equivalent to selecting detail lines and selecting Sum up calculated amounts on total lines.) Microsoft SQL Server Reporting Services 2008 and earlier versions do not support certain types of calculations involving the Perform Calculations On field and the Sum Up Calculated Amounts on Total Lines check box. When you save a calculated field that may not be supported by your current reporting services, Vantagepoint displays a warning message. If you decide to use that calculated field, Deltek strongly recommends that you test it carefully to verify that it provides the correct results.
Sum up calculated amounts on total lines	If you select detail lines in Perform calculation on and select this check box, Vantagepoint adds the calculated detail values to determine the subtotal values and adds subtotals to calculate higher-level totals. If you do not select this check box, Vantagepoint does not display subtotals or totals for the calculated field. Microsoft SQL Server Reporting Services 2008 and earlier versions do not support certain types of calculations involving the Perform Calculations On field and the Sum Up Calculated Amounts on Total Lines check box. When you save a calculated field that may not be supported by your current reporting services, Vantagepoint displays a warning message. If you decide to use that calculated field, Deltek strongly recommends that you test it carefully to verify that it provides the correct results.