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 Columns tab in the Column Details section, click Add Column.
  4. In the Column Type field, select Calculated.
  5. Specify this information:
    Column Name
    Provide a label for the column header.
    Column Size
    Specify the width of the column.
    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 to include in amount values.
    Alt Column Name
    Specify an alternate label for the column to use as an override on a report.
    Show Column Header
    Clear this check box to hide the column heading.
    Show As Percentage
    Select this check box to show the amounts as percentages.
    Suppress Commas
    Select this check box to omit commas in the amount values.
  6. Click Save.

    The GL Column Calculation Fields section becomes available.

  7. View the values of the calculation the Calculation field

    The calculated fields are added to the GL Column Calculation Fields section.

    This table shows the methods to use to define calculation fields:

    Method Steps
    Wizard Use this method to calculate a variance amount, percent, or ratio.
    1. Click Wizard.
    2. Specify this information:
      Calculation Type
      Select whether to calculate a variance amount, percent, or ratio.
      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. Add each calculation field separately.
    1. In the GL Column Calculation Fields section, click Create .
    2. Specify this information:
      Type
      Select standard or numeric, then specify a Standard Value or a Numeric Value.
      Calculation Column
      Select a column in the calculation.
      Numeric Value
      Specify a number to include in the calculation.
      Column Operator
      Select a mathematical operation to use for the calculation. 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 expression.
    3. Click Save.