Contents of the Calculated Fields Form

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

Header Information

The headers in this section display at the top of the form.

Field	Description
Find calculated field	At the top of the Calculated Fields form, enter either a complete or partial name or number in the Find calculated field lookup field to find and select an existing calculated field that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. When you add new records in most hub and application forms, you can easily group and track them from the Search Navigation Control in detail view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays both a saved confirmation message and the New Records label () that appears in the Saved Search control. As you add new records, Vantagepoint orders the records sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field or search on the hub or application form or navigate away from the form, you lose the ability to view and track the new records. The New Records label then reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.
Saved Searches list	To filter the list of calculated fields, select one of the following search types: Selection: If available, this ad hoc search displays in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. All: Select from a list of all billing labor category tables to which you have access.
+ 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 action to create a new calculation from the currently displayed calculated field. Delete: Click this action to delete the calculated field that is currently displayed.

Options and Fields

The options and fields in this section appear below the header information of the form.

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 you access the Calculated Field dialog box from Reporting. If you access the dialog box from Reporting, Vantagepoint automatically uses the report from which you accessed the dialog box as the basis for the Field list.
Option Name	Enter a name or brief description that clearly indicates what is being calculated, so other users 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 then select a different format if necessary.
Format	This field displays the format in which calculated values display. To change the format, click in this 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] displays as 5,400.00 or -5,400.00, depending on the data type.
Field	Click the field filter and select one of the filtering options from the list to make it easier to locate the fields 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 enter the parentheses. If you include division in the calculation, you must use parentheses to enclose the division operation; if you do not, the report does not generate correctly. Instead of using Calculator to select a number or symbol, you can enter the number or symbol directly in Calculation. For example, you could enter [ JTD Amount] - [Compensation].
Use a Condition	Use this option to create more complex calculations. When you click this option, you can then 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 box 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 elements directly into this box.
Perform calculation on	Specify whether Vantagepoint performs the calculation on detail, subtotal lines, or total lines. Some options are not available on certain reports; not all options are appropriate for all reports. For example, a summary report without subtotal and total lines does 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 checkbox, 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 checkbox, 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 checkbox, Vantagepoint does not display subtotals or totals for the calculated field.