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Create a Calculated Column in a Custom Company Report

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Objective

To create a calculated column to add to your custom reports.

Background

You can create calculated columns that use basic arithmetic functions to gain more insight into your data.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the company level Reports tool and 'Admin' level permissions on the tool that is being reported on. 
  • Additional Information:
    • Calculated columns are sortable.
    • Calculated columns persist within any one given report.
    • Calculated columns created by a user are associated with the specific report they were created on and cannot be used on other reports.

Steps

  1. Navigate to the Company level Reports tool.
  2. On the Reports tab, locate the report that you want to add the calculated column to.
  3. Click the vertical ellipsis icon-ellipsis-options-menu.png and select Edit.
    OR
    Click the report to open it and then click Edit in the sidebar.
  4. Under Custom Columns, click +Create Calculation. 
  5. In the New Calculation window, update the following fields:
    • Calculation Name: Enter a title for the new column you are creating. 
    • What would you like to calculate?: Select one of the following output types: Percentage, Currency, Number or Date Variance.
    • Column X: Select a column from the drop-down menu to use in the calculation.
    • Operator: Select one of the following operators from the drop-down menu to use in the calculation: +, -, x, or /.
    • Column Y: Select a second column from the drop-down menu to use in the calculation.
    • Optional: Click +Add row to add another operation and column to the calculation.

      reports-new-calculation.png
       
  6. Click Save to save the column or click Save & Create New to save the column and to create a new calculated column.
  7. Your calculated column will appear in your custom report, but the calculated values will not be visible until after you save the report.
  8. Optional: To create an aggregate for that column's data, see Aggregate Data in a Custom Company Report.
  9. Click Update Report.