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:
- In the Navigation pane, select My Stuff > Reporting.
- On the Reports tab, click the report link to open the report form.
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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:
- For most report types, click either the Columns tab or the Columns & Groups tab and navigate to the Columns grid.
- 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).
- Click +New Calculation.
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On the Calculated Field dialog box, you can select an existing calculated field or create a new one for the report:
Option Description To select an existing calculated field - Select a calculated field in the Calculated Fields grid.
- 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. - Click + New Calculation.
- On the Calculated Fields dialog box, assign a name to the calculated field in the Description field.
- 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.
- Click Check Calculation to determine if the formula returns a valid numeric value.
- Click Save. The calculated field that you created is displayed in the Calculated Fields grid of the Calculated Field Options dialog box.
- Select the new calculated field in the Calculated Fields grid.
- 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.
Parent Topic: How to...