Deltek Vantagepoint Help

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Contents of the Calculated Fields Dialog Box

Use the Calculated Fields dialog box to select and set options for adding your own calculated fields to the report.

Field Description
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 This option displays when you edit a calculated field. Click Other Actions to display the Delete option. Select the Delete option to remove the calculated field that you created from the report and from the list of available columns on the Select Columns dialog box.
Cancel Click this option to close the Calculated Fields dialog box without saving any changes you made in the Calculated Fields dialog box.
Option Name Enter a name or brief description that clearly indicates what is being calculated, so that other users will understand the purpose of the calculated field.
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 change the format if necessary.
Currency If you set the Data Type option toCurrency (Specific), use this option to specify the currency for the calculated field.
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 display as 5,400.00 or -5,400.00.

Field

Click the field filter and select one of the filtering options from the list to make it easier to locate the fields that you need to include in the calculation:

  • =: This includes fields that start with or contain the characters or names entered in the text field.
  • =: This includes fields that contain the characters or names that you entered.
  • ! =: This excludes fields that contain the characters or names that you entered.
  • { }: The field is empty.
  • ! { }: The 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 you select Use a Condition.

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 "Ham*ton": "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.