Create a custom field

Create custom fields to use in reports to add fields that are not available in the data source. Custom fields are available in the Fields & Filters step. For a list of simple formulas, see Expression Editor.

  1. Press the Create Custom Field button. The Create Custom Field dialog box displays.

  2. In the Custom Field Name box, type a name for your custom field.

  3. Open the Format dropdown and select the format for your custom field:

    • Date/Time: Select one of the following:

      • Date: Calculate the difference between two dates or add/subtract a number of days to or from a date.

      • Time: Track time unbound to a date. This format is useful for time management and project management.

      • Time Lapse: Calculate time duration.

    • Text: Text functions can be used in several ways. They can return the number of characters in text strings, remove extra characters, return exact position within a string, even combine text from other cells.

    • Number: Select one of the following:

      • Integer: Whole-valued positive or negative numbers without a decimal. For example: 2,670,921

      • Decimal (1 d.p - 6 d.p): Positive or negative numbers with the selected decimal. For example:

        • Decimal 1 d.p: 2,670,920.7

        • Decimal 6 d.p: 2,670,920.720000

      • Money (0 d.p - 6 d.p): Positive or negative numbers with the dollar sign ($) and the selected decimal. For example:

        • Money 0 d.p: $ 2,670,921

        • Money 6 d.p: $ 2,670,920.720000

      • Percent (0 d.p - 6 d.p): Positive or negative numbers with the percentage symbol (%) and the selected decimal. For example:

        • Percent 0 d.p: 2,670,921 %

        • Percent 6 d.p: 2,670,920.720000 %

  4. Select the box below and create an expression.

    Note: if your equation contains text, use single quotes.

  5. Optional: if you need to create multiple fields, check the Create Another check box to create another custom field after you save this one.

  6. Press the Save Custom Field button. The custom field displays in the Available Fields list.

    If you checked the Create Another check box, a blank Create Custom Field dialog box displays, allowing you to repeat the process for your next field.