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Add a formula column

You can add a formula column to the asset sheet. You can create a formula column for data sources that are based on data definitions SYS Numeric Logical Datasource or SYS Date Logical Datasource.

You can define formulas of the following types:

• Numeric: Available if the data source is SYS Numeric Logical. It is for creating formulas on numeric field values.
• Data Difference: Available if the data source is SYS Numeric Logical. It is used to create formulas that calculate the difference in days between two dates.
• Date Add: Available if the data source is SYS Date Logical. It can be used to add values to a date to calculate a new date.

To create a numeric formula

1 In the Column Properties window, choose Formula and select Numeric.
2 Click Create. The Create Formula window for numeric formulas opens.
3 Select a data type from the drop-down list. The data types include:
• Asset Item: Data elements that are defined on the asset form along with SYS Numeric Datasource, Sys Business Process Datasource, and Sys Project Cost Datasource data elements.
• Asset Sheet: Columns that are already defined on the asset sheet.
4 Build your formula by doing the following:
• To include a data source in the formula, select the data source from the list and click Select.
• Click on mathematical modifiers (plus, minus, etc.) and numbers on the keypad.
5 When the formula is complete, click OK.

To create a date difference formula

1 In the Column Properties window, choose Formula and choose Data Difference. Click Create. The Date Difference window opens.

For earlier date and later date, click the Select button. Select a data element. The list includes date type data elements from the asset form or existing date type columns on the asset sheet.

2 Choose one of the following:
• Calculations based on Calendar Days: Date difference calculation is based on calendar days and does not take company non-working days into account.
• Calculations based on Work Days: Date difference calculation is based on company calendar working and non-working days.
3 (Optional) Select Show Partial Days.
4 Click OK.

To create a date add formula

1 In the Column Properties window, choose Formula and choose Date Add. Click Create. The Date Add window opens.
2 For the Date field, click Select. Select a data element from the list. The list includes date type data elements from the asset form.
3 For the Add field, click Select. Select a data element from the list. The list includes numeric type data elements from the asset form.
4 Select one of the following:
• Calculations based on Calendar Days: Calculation is based on calendar days and does not take company non-working days into account.
• Calculations based on Work Days: Calculation is based on company calendar working and non-working days.
5 Click OK.

 

 

 

 

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