Defining Calculated Fields for a Report

Calculated Fields enable you to calculate values based on the data in each row.

There are multiple ways to create Calculated Fields. After you create a Calculated Field, you can add it to any band in the Report.

Method Benefits
Using the Report Wizard

Using the Report Manager

  • With the Report Wizard, a Calculated Field is added at Report creation. You can use the Report Manager to add a Calculated Field later.
  • Uses a new or existing CSM Expression. This enables you to reference CSM data, such as Calendars used by Date/Time Expressions.
  • The Report engine treats these Fields as database Fields without having to add a new Field to the Business Object.
  • Calculated data is accurate at the time of Report Generation.

Using the Report Designer

  • Add Calculated Fields to existing Reports.
  • Perform mathematical equations that do not use CSM Expressions.

Adding a pre-defined, stored CSM Field to your Report.

To do this:

  1. Create a Blueprint.
  2. Edit the Business Object, and add a Field.
  3. Set calculated value on the Field Properties page.
  4. On the Advanced page, clear the Stored in database and Recalculate after load check boxes.
  • Use the same Calculated Field in multiple Reports and for other CSM features.
  • Calculations on individual records in the Report are only updated each time a record is saved.

Adding Calculated Fields from the Report Manager

To add a Calculated Field using the Report Manager:

  1. Open the Report Manager.
  2. Select a Report, right-click, and then select Edit Report Properties.
  3. Click Calculated Fields.
  4. Follow these steps:
    1. Click Add.
    2. Specify a Name for the Calculated Field. Note that names cannot contain spaces.
    3. Select the Business Object to associate with the Calculated Field.
    4. From the Data Type drop-down list, select one of the four data types recognized by the Report Designer:
      • Date/Time:

        A Date/Time data type allows you to build an Expression to perform date/time calculations (example: Calculate a fifteen minute warning for an SLA).

      • Logical:

        A Logical data type allows you to build an Expression to use one or more conditions to return a true or false value (example: Incident.Status does not equal Closed).

      • Number:

        A Number data type allows you to build an Expression to perform mathematical calculations using a string of Fields and mathematical symbols (example: Calculate the total cost of a Labor Cost Item by multiplying the work hours by the monetary rate).

      • Text:

        A Text data type allows you to build an Expression to display a string of Tokens and text (example: Return either "Open" or "Closed," depending on the status of a record).

    5. Select the Expression: