Deltek Vantagepoint Help

Using the Help Search

Contents of the Calculated Fields Form

Use these fields and options to create a global calculated field for a specific report.

Field	Description
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 Calculated Field	Click this option to create a new calculated field. If you are displaying a calculated field, the fields on this form are cleared when you click this option.
Save	Click this option to save the calculated field. Click Check Calculation under the Use a Condition area on the Calculated Fields form.
Other Actions	Select one of these actions: Copy: Click this option to create a new calculation from the currently displayed calculated field. Delete: Click this option to delete the calculated field that is currently displayed.

Field	Description
Area	Select the reporting area from which you want to select a report. `Vantagepoint` 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. `Vantagepoint` displays all the fields associated with that report in the Field list. This field is not displayed when the Calculated Field dialog box is accessed from Reporting. If you are accessing the dialog box from the Reporting application, `Vantagepoint` automatically uses the current report that the dialog box was accessed from as the basis for the Field list.
Option Name	Enter a name or brief description for the calculated field. Choose a description that clearly indicates 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.
Width	Enter the width of the report column for the calculated field in inches.
Data Type	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.
Format	This field displays the format in which `Vantagepoint` presents the calculated values. To change the format, click in the Format field to open the Format Number dialog box or the Format Currency dialog box. The format dialog box that opens is based on the data type of the calculated field. For example, the format #,###.00 [-#,###.00] would appear as 5,400.00 or -5,400.00.
Field	Use this option to filter and locate the types of fields you want to include in the calculation. 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. { }: Field is empty. ! { }: Field is not empty. The result for a calculated field must be a number. You can use text fields 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 then select this option.
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 then click (..exp..) or type the parentheses. If you include division in the calculation, you must use parentheses to enclose the division operation; if you do not, the report will not run correctly. You do not have to use the 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 "Hamton": "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.
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 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. 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.)
Sum up calculated amounts on total lines	If you set the Perform calculation on option to detail lines and then 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.

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Contents of the Calculated Fields Form

Use these fields and options to create a global calculated field for a specific report.

Field	Description
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 Calculated Field	Click this option to create a new calculated field. If you are displaying a calculated field, the fields on this form are cleared when you click this option.
Save	Click this option to save the calculated field. Click Check Calculation under the Use a Condition area on the Calculated Fields form.
Other Actions	Select one of these actions: Copy: Click this option to create a new calculation from the currently displayed calculated field. Delete: Click this option to delete the calculated field that is currently displayed.

Field	Description
Area	Select the reporting area from which you want to select a report. `Vantagepoint` 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. `Vantagepoint` displays all the fields associated with that report in the Field list. This field is not displayed when the Calculated Field dialog box is accessed from Reporting. If you are accessing the dialog box from the Reporting application, `Vantagepoint` automatically uses the current report that the dialog box was accessed from as the basis for the Field list.
Option Name	Enter a name or brief description for the calculated field. Choose a description that clearly indicates 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.
Width	Enter the width of the report column for the calculated field in inches.
Data Type	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.
Format	This field displays the format in which `Vantagepoint` presents the calculated values. To change the format, click in the Format field to open the Format Number dialog box or the Format Currency dialog box. The format dialog box that opens is based on the data type of the calculated field. For example, the format #,###.00 [-#,###.00] would appear as 5,400.00 or -5,400.00.
Field	Use this option to filter and locate the types of fields you want to include in the calculation. 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. { }: Field is empty. ! { }: Field is not empty. The result for a calculated field must be a number. You can use text fields 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 then select this option.
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 then click (..exp..) or type the parentheses. If you include division in the calculation, you must use parentheses to enclose the division operation; if you do not, the report will not run correctly. You do not have to use the 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 "Hamton": "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.
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 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. 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.)
Sum up calculated amounts on total lines	If you set the Perform calculation on option to detail lines and then 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.