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

Click Report Wizard

  1. On the Icon Bar click the Add button.
  2. Click Report to expand the menu, then click ReportWizard.

2. Select a Report Type and Category

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 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

Add Arithmetic Calculation

  1. On the Columns tab, click User defined to expand the section.
  2. From the Column types drop-down menu, select Arithmetic calculation.
  3. Click the green plus sign.

5. Define Expression

Define Expression

  1. In the Name field, type a name for your user defined column.
  2. 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.
  3. Click Save.

6. View Calculation

View Calculation

  • View newly created calculation column.

7. Preview Report

Preview Report

  • Click the Preview hyperlink to preview the report with the added calculation.