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Overview of creating calculated fields

When you create a calculated field, you base the field on an entity (project, business unit, and so on). The entity you select determines the fields that are made available for use in the calculated field.

After you choose the entity the Create Calculated Field wizard appears. The wizard has two screens:

  • Basic Details - specify data and display type, choose whether the field can be used in reports, determine where the field will appear in the list report field selection screen, and specify whether the field can be used in filters

  • Formula Editor - build the calculated field, verify and test the formula

You must enter a Title for the calculated field before you can leave the Basic Details screen. The title will be the name of the field on the Field Selection tab for report creation. Once you have entered a title, you can navigate between the two screens in the Calculated Fields wizard.

Before you begin

Things to think about:

  • When you test your formula you need the ID of an instance of the entity on which the field is based. For example, if you choose a project entity, when you test the formula you need a specific project's ID. You can usually locate an entity's ID on its Details page or main entity grid, depending on how your instance has been configured. If the entity ID has not been configured to show in details or grids, you can use the ID Inspector to find the ID.

  • Do you want your calculated field displayed in the All Fields folder or the All Common Fields folder in the Create New Report Wizard? You will specify this on the Basic Details screen.

  • Do you want your calculated field to be available for use in filters? You will specify this on the Basic Details screen.



Any field that uses one of the following functions cannot be used in a filter:  


In addition, calculated fields that reference another calculated field cannot be used in filters.


Next step?

Permitted users can create and manage calculated fields from the Organization top-level navigation view's Organization section, within Calculated Fields.