Add an Arithmetic Calculation to a Report
In Report Wizard, you are able to create a user defined column that will show a mathematical calculation of data that you define.
1. Click Report Wizard
- On the Icon Bar click the Add button.
- Click Report to expand the menu, then click ReportWizard.
2. Select a Report Type and Category
- Select a type and category for your report. See Report Wizard Type Tab for more information about this step.
3. Set Report Definitions
- Set the criteria for the data source for your report. You can limit data by selecting a specific portfolio, location(s) in the Work Tree or individual work types. See Report Wizard Definition Tab for more information about this step.
4. Add Arithmetic Calculation
- On the Columns tab, click User defined to expand the section.
- From the Column types drop-down menu, select Arithmetic calculation.
- Click the green plus sign.
5. Define Expression
- In the Name field, type a name for your user defined column.
- Using the list of Available columns as a reference, build your formula in the Expression field. Each available column has a number in brackets as a unique identifier, for example [11]-Project / Off track by (in days). In your formula, use these identifiers to create a custom calculation and be sure to include the brackets.
- Click Save.
6. View Calculation
- View newly created calculation column.
7. Preview Report
- Click the Preview hyperlink to preview the report with the added calculation.