Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Add a Calculated Field to a Report

You can add a local calculated field to a report that you base on a mathematical formula in the Calculated Fields dialog box. You create these local calculated fields for the selected report only.

To add a calculated field to a report:

  1. In the Navigation pane, select My Stuff > Reporting.
  2. On the Reports tab, click the report link to open the report form.
  3. Depending on the type of report that you selected, you can access the Calculated Fields dialog box from two areas in the Reporting application. Do one of the following:
    1. For most report types, click either the Columns tab or the Columns & Groups tab and navigate to the Columns grid.
    2. For CRM Summary reports, first click the +New Section link in the User Defined Sections on the Options tab. Next, in the What to Include in Section drop-down, select the main information grid associated with the summary report (for example, Employee Information for Employee Summary report).
  4. Click +New Calculation.
  5. On the Calculated Field dialog box, you can select an existing calculated field or create a new one for the report:
    OptionDescription
    To select an existing calculated field
    1. Select a calculated field in the Calculated Fields grid.
    2. Click Select.
    To add a new calculated field Calculated fields only return numeric values. You can create a calculated field either by creating a mathematical formula with existing fields or by writing an SQL statement to create a conditional calculated field.
    1. Click + New Calculation.
    2. On the Calculated Fields dialog box, assign a name to the calculated field in the Description field.
    3. Construct the formula in the Calculation field:
      • Add fields from the Field section to the Calculation field by double-clicking the field in the list.
      • Select the numbers and conditions in the Calculator section.
      • Optional: Use the Calculation field to enter the SQL statement that you want to incorporate with the calculated field. This is known as a conditional calculation field.
    4. Click Check Calculation to determine if the formula returns a valid numeric value.
    5. Click Save. The calculated field that you created is displayed in the Calculated Fields grid of the Calculated Field Options dialog box.
    6. Select the new calculated field in the Calculated Fields grid.
    7. Click Select.
    The calculated field is added to the user-defined section on the report. You can find the calculated field that you created and selected in the report columns section of the Screen Designer form.