Contents of the Calculated Field Dialog Box (Desktop)
Use the Add Modify Calculated Field dialog box to select and set options for adding your own calculated fields to the report.
Field | Description |
---|---|
Delete Calculated Field | Click this option to delete the currently displayed calculation. |
Help | Click this opiton to display the help topic for the dialog box. |
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 1 and Heading 2 | Use these options to specify the heading of the report column for the calculated field. The heading can have one line or two. If the heading requires only one line, enter it in Heading 2. If you enter a heading that is longer than the default heading, you may need to adjust the column width in Width. |
Data Type |
Select the data type for the calculated field. If you use multiple currencies, Vantagepoint makes some or all of the following additional options available for certain reports:
|
Currency | If you select Currency (Specific) in Data Type, use this option to specify the currency for the calculated field. |
Format | This field displays the format in which the report presents the calculated values. To change the format, click in Format and click to open the Format Number dialog box or the Format Currency dialog box. |
Width | Enter the width of the report column for the calculated field in inches. You can change the default width. |
Field | This field lists all fields available for the report. However, in nearly all cases, you must choose numeric fields to create a valid formula. To include a report field in the equation for the calculated field, select it in the
Field list and click
Add Field.
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. |
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 | These options make enable you to create more complex calculations. To use the options, select the
Use a Condition check box.
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:
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:
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 save the new or modified calculated field. |
Cancel | Click this option to close the dialog box and discard any unsaved modifications. |