This topic explains how to create a new calculated field in a private Yellowfin report.
Calculated fields are custom fields that can be added to the report. There are two types of calculated fields:
Mathematical formulas that calculate an amount. For example: VAT per person on document. To calculate the VAT per person, you will need to take the document VAT and divide it by the number of passengers.
Conditional formulas in which the information displayed is determined by a When-Then-Else condition you define. For example: Domestic services. When the destination of a transaction is Israel then the column displays Domestic. Otherwise, the column displays Other.
Calculated fields can be created when:
Creating a new private report
In the Data tab, In the View fields, click the + button displayed at the bottom of the pane.
The Calculated Field dialog box is displayed.
In the Calculated Field Name, enter the name of the field.
Leave the Formula Type field as Simple.
Create your formula:
Add fields by selecting a field from the drop-down menu and clicking +Add
Use the buttons to create the formula.
With conditional formulas, the buttons are as follows:
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To clear the formula, click Clear.
When you are done creating the formula, click Validate.
If the formula is successfully validated, click Save.
For additional assistance, in creating a calculated field, contact your project manager. |