Creating calculated columns

A calculated column is a value that is calculated using two or more standard columns. For example, a column with an actual amount can be divided by a column with a budgeted amount to calculate a budget variance percent.

  1. You must create the standard columns that are used in a calculated column before you create the calculated column. The standard columns are selected when you create the calculated column.
  2. Select My Reports > Report Designer.
  3. On the Column Views tab, select a column view record.
  4. In the Column List section, click Create.
  5. In the Column Type field, select Calculated.
  6. Specify this information:
    Offset Padding
    Specify the number of additional spaces to include between each column. 
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    Number of Decimals
    Specify the number of decimals in amount values.
    Show Column Header
    Clear this check box to hide the column heading.
    Show As Percentage
    Select this check box to show the amount values as percentages.
    Suppress Commas
    Select this check box to omit commas in the amount values.
  7. Click Save.

    The GL Column Calculation Fields section is now available. The values of the calculation are displayed in the Calculation field

    This table shows the method that are available to add the calculation fields:

    Method Steps
    Wizard Use this method to calculate a variance amount or percent. The calculation fields are automatically added to the GL Column Calculation Fields section.
    1. Click Wizard.
    2. Specify this information:
      Calculation Type
      Select whether to calculate a variance amount or percent.
      Column 1
      Select the first column in the calculation.
      Column 2
      Select the second column in the calculation.
    3. Click Submit.
    Manual Use this method to create other types of calculations. You must add each calculation field separately.
    1. Click Create in the GL Column Calculation Fields section.
    2. Specify this information:
      Calculation Column
      Select a column in the calculation.
      Column Operator
      Select whether to add, subtract, multiply, or divide the column. The operator for the first calculation field must be None.
      Calculation Order
      Specify the position of the column in the order of the calculation.
    3. Click Save.