Create Calculated Elements

To add calculated elements to the data source being created:

1. Select Create in the Calculated Elements step of the Data Source Creation guided process.
2. In the Create Calculated Element drawer, enter the following information:
   1. In the Label field, enter a name for the calculated data element; maximum length 60 characters. It must be unique for the entire data source, including the data elements added in the previous step. For example, enter Vendor Document ID.
   2. In the Name field, enter an actual name for the calculated data element; maximum length 60 characters. For example, enter ue_ibu_DocID.
   3. From the Type list, select the data type of the data element. Choices include: String, Integer, Double, Date, and Boolean. For example, select Integer.
   4. In the Formula field, enter the formula to be used for the data element. You can use current calculated data elements and supported functions.

      As you begin to enter the formula, you can:

      • Select a function from the list that displays based on the entered formula.
      • Hover over a function to view a description and an example of the function.
   5. Select the Learn more about functions link to view the syntax and functions supported for creating your formula. See Supported Functions for Calculated Elements.
   6. Select any of the options to create, test, or discard the created formula:
      • Available Elements (): Select to include a current data element in the formula being created.
      • Supported Functions (): Select to include a function in the formula being created.
      • Test Expression: Select to resolve any displayed errors such as circular references.
      • When all errors are resolved, the anticipated value of the formula displays in the Preview Data field.
      • Remove Expression (): Select to discard the entered formula.
   7. After finalizing the formula for the calculated element, select any of the following options from the Create menu:
      • Create and Create Another: Select if you want to repeat step 2 to continue creating calculated elements in this drawer.
      • Create and Close: Select to close this pane and return to the Calculated Elements: (Optional) Include Calculated Elements in the Data Source.
3. In the Calculated Elements step of the guided process, perform the following actions:
   1. From the Save menu, select any of the following options to save the selected data elements:
      • Save: Select to save the selected information displayed in the Data Elements step.
      • Save and Close: Select to return to the Data Sources log.
   2. Select Continue to proceed to the Filters: (Optional) Create Filters for Data Elements step of the guided process.