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Add and manage data elements (columns) to the report

 

The following procedures describe how to add data elements to a user-defined report or template. These become the columns on the report at runtime, and determine what data will be displayed on the report.

To add data elements to the report

1 In the Edit Report window, click the Data Elements tab.
2 Click Add Elements. The Data Element Picker opens.
3 Choose one or more data elements from the list. (Press the Ctrl or Shift keys to select multiple data elements.)
4 Click OK.

Add formulas to data elements

If you want to display the results of calculations based on data elements available for the data type you chose, you can create a formula column on the report.

Note: Use caution when creating a formula with data elements. It is possible to create a formula where the denominator is zero, which can cause a data conflict error when the report is run.

To add a formula

1 In the Edit Report window, Data Elements tab, click the Add Functions buttons. The Data Element Properties window opens.
2 From the Data Element drop-down list, choose Formula. The Data Element Properties window expands.
3 Enter a column heading, which is displayed on the report.
4 You may specify how the column is displayed by specifying the alignment. column width, decimal places, 1000 separator, and negative number format.
5 If you select Hide Column, the column will not be displayed on the report.
6 Selecting Summary will display the sum of the column values at the end of the column.
7 Click Formula to open the Formula Creator. Create the formula and click OK.

To add a date add column

1 In the Edit Report window, Data Elements tab, click the Add Functions button. The Data Element Properties window opens.
2 From the Data Element drop-down list, choose Date Add. The Data Element Properties window expands.
3 Enter a column heading, which is displayed on the report.
4 You may specify how the column is displayed by specifying the width (in pixels) and alignment. If you select Hide Column, the column will not be displayed on the report.
5 For the Date field, click Select and choose the date data source.
6 For the Add field, select the numerical data source. This is the value that will be added to the date element to arrive at the final value to display in the report.
7 If you want the time to also display as well as the date, then select the Display Timestamp checkbox.
8 Click OK.

To add a date difference column

1 In the Edit Report window, Data Elements tab, click the Add Functions button. The Data Element Properties window opens.
2 From the Data Element drop-down list, choose Date Difference. The Data Element Properties window expands.
3 Enter a column heading, which is displayed on the report.
4 You may specify how the column is displayed by specifying the width (in pixels) and alignment. If you select Hide Column, the column will not be displayed on the report.
5 Specify the earlier date and later date. Choose Today if you want to use the current day as one of the dates, or click Select to open the Data Element Picker. Select a data source from the drop-down list, then select a data element from the resulting list.
6 If you want to show results with partial days, then select the Show Partial Days checkbox.

Note: Date Picker data elements (as opposed to Date Only pickers) include timestamps. When calculating the difference between these date and times, it is possible to get a result in partial days. If you select this checkbox, results will display two decimal places; if you do not select this checkbox, results will be in whole numbers.

7 Click OK. The calculation is Later Date - Earlier Date, in days.

 

 

 

 

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