Add a formula column

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

You can define formulas for the following types:

• Numeric: This option is available if the data source is SYS Numeric Logical.
• Data Difference: This option is available if the data source is SYS Numeric Logical. It is used for formulas that calculate the difference between two dates.
• Date Add: This option is 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 either Item or Sheet from the data type drop-down list. Item lists data elements that are defined on the form. Sheet lists columns that are already defined on sheet.
4. Build a formula by doing the following:
   • To include a data source in the formula, select the data source from the list and click Select.
   • Click a mathematical modifier (plus, minus, and so on) 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.
2. For Earlier Date and Later Date, click Select. Select a data element. The list includes date type data elements from the form or existing date type columns on the sheet.
3. Choose one of the following:
   • Calculations based on Calendar Days: The calculation is based on calendar days and does not take company non-working days into account.
   • Calculations based on Work Days: The calculation is based on the company calendar working and non-working days.
   • Show Partial Day
4. Click OK.

To create a date add formula

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

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Last Published Monday, April 11, 2022