Calculated Fields
You can create or modify calculated fields for use on reports.
A user whose security role has menu access to
can create calculated fields available to all users. You can use Security Roles to restrict access to any globally available calculated fields. Individual users can create calculated fields which are not visible or available to other users.For reports that offer column selection, click + New Calculation at the bottom of the Columns grid to display the Calculated Field dialog box. Calculated fields that you create or modify on this dialog box are specific to the current report.
Calculations can contain simple expressions, such as [X] - [Y] or conditional statements, such as if org = "CO" then [ytdAmount]. Conditional statements are useful in creating reports using data on different tabs, for example, to compare data for different organizations on a report.
When you save a calculated field, it displays on the list of columns available for that report.
- Related Topics:
- Create System-Wide Calculated Fields
You can create a global calculated field for applicable reports. System-wide calculated fields are not available in Dashboards, and calculated fields that were created in the Dashpart Designer are not available system-wide. - Calculated Fields Form
Use the Calculated Fields form to create a global calculated field for a specific report. You can then use Role Security to specify the roles that will be allowed access to the calculated field. Your security role must have the appropriate menu access for you to be able to create system-wide calculated fields. - Calculated Field Scenarios
The Calculated Fields form includes two options, Perform Calculation On and Sum Up Calculated Amounts on Total Lines, which you can combine to generate any of several scenarios.