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Important: The Report Designer interface has changed. Report Designer , and the documentation has been updated to reflect recent changesthat.
The Formula Editor allows you to associate a formula with a text field, date field, number field, and so on. Formulas allow you to define relationships between columns in your report. While they play an important role, formulas can be difficult to create. The Formula Editor makes the process of creating a formula easy and efficient; it also validates the formula thereby minimizing errors.
Warning: You cannot add a formula through the Properties pane when a field is selected. You must create the formula first, then associate it with a field.
Follow the instructions below to create a formula:
- In the Design panel, select a field to which you want to associate a formula.
- Click Report Functions in the upper right panel.
- Click Add Function to Report in the Properties panel.
- Select the newly created function.
- In the Properties panel, click Formula Set Properties to open the Formula Editor.
- In the Format Formula Editor dialog box, select a Category from the list. The Function list is populated with the functions that are most appropriate for the category you selected.
- Select the appropriate function. When you select and double-click a function, the Report Editor displays the formula expression (the equation and relevant parameters); it also displays the Return Type and Description as shown in the example below:
You can enter a formula expression directly into the editable text box under Formula; however, it may easier to enter the values in the appropriate text boxes in the Parameters panel. The formula expression updates automatically as you enter values. You can select and insert a data field (from your data source) into your formula expression. You are not required to know the syntax or remember the names of available fields. Click the icons next to text boxes in the Parameters panel to display existing report fields.
Formula Syntax Description
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References to external data-fields are expressed using square brackets.
| Code Block |
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=[yourfield]
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If a field's name contains special characters, first surround it with double quotes:
| Code Block |
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=["[Reseller].[Reseller.Reseller].[All Resellers].[Azabujuban]"]
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Possible operators are:
- Basic computation: +, -, *, /
- Percentage: %
- Power: ^
- String-concatenation: &
- Comparisons: =, <>, <, <=, >, >=
- Formulas can have braces.
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