| Field | Description |
|---|
| Delete Calculated Field
|
Click
Delete to delete the currently displayed calculation.
|
| Help
|
Click
Help 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 your firm uses the Multicurrency feature, Vision makes some or all of the following additional options available for certain reports:
-
Currency (Project) — Vision uses the project currency.
-
Currency (Billing) — Vision uses the billing currency.
-
Currency (Functional) — Vision uses the functional currency.
-
Currency (Specific) — Vision uses the currency you specify in
Currency.
|
| Currency
|
If you use the Multicurrency feature and you selected
Currency (Specific) in
Data Type, select the currency for the calculated field from the drop-down list of available currencies.
|
| 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, Vision automatically selects that user-defined field as a report column if you do not select it. When Vision 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:
-
= (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.
|
| Undo
|
Click
Undo to undo the last modification you made to the calculation.
|
| Clear
|
Click
Clear to delete the entire calculation from
Calculation.
|
| Check Calculation
|
Click
Check Calculation to verify that the calculation is valid.
|
| Calculation
|
Calculation 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
|
Use this drop-down list to specify whether Vision 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:
-
Detail lines — Vision performs the calculation on detail lines. If you also select the
Sum up calculated amounts on total lines check box, Vision adds the calculated detail values to generate the subtotal values and adds subtotals to calculate higher-level totals.
-
Last group line — Vision performs the calculation on the lowest subtotal level only. The
Sum up calculated amounts on total lines check box is not available if you select this option.
-
All detail and total lines — Vision 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 — Vision 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.)
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, Vision 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, Vision 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, Vision 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, Vision 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
Save to save the new or modified calculated field.
|
| Cancel
|
Click
Cancel to close the dialog box and discard any unsaved modifications.
|
.
New calculation. To modify an existing calculated field, click in the row for the field in the grid and then click
Edit calculation.