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Planview Customer Success Center

How to copy the formula of a custom field in Report Designer?

Symptoms:
The full formula that was set up for a custom field in Report Designer is neither completely visible nor being copied as it is displayed in the dialog. Is there any alternate way to fetch this formula to use it in a new custom field?



Resolution:

Use the "Copy To Clipboard" button to copy the formula. The copied text will be an SQL statement in the following form:

SELECT ( [TableName].[FieldName] + […]) as TestColumn from [TableName]

In order to create another custom field using the formula, field names need to be extracted from this SQL statement and then needs to be selected again from the list in the Custom Field dialog while creating the new formula.