5.2.4.3 Adding Expression Definition

This option allows you to add an expression definition using columns, operators, functions and constants.

To create a new Expression from the Expressions Summary page:

1. Click Actions and select Add in the Expressions summary page.
   The Add Expression page is displayed.
2. Enter the unique Expression Name.

   Note:

   The characters &' " are restricted
3. Enter the Description for the new expression.

   Note:

   The characters ~&+' "@ are restricted
4. Enable the Access Type if the other users can view and edit the expressions. By default, the Access Type is set to Read Only and the users can only view the expressions.
5. Select the Folder Name from the drop-down list.
   The new expression is associated with the selected folder. The folders are displayed based on the role and the access level of the logged in user. The folder names are displayed as sorted in alphabetical order in the dropdown menu.
6. Select the Table to process using the new Expression. Tables are limited to Instrument tables, Virtual Portfolio table, Transaction Summary tables and PFT Lookup tables.
7. Enter the expression to process the data based on the selected table. Refer to the following rules while adding/editing an expression.

   Note:

   • You can edit and navigate within the expression editor only using the keyboard.
   • To select functions, columns and other entries, from the drop-down list, always use the mouse.

   • To add a column, select the Column option. Enter wildcard search or part of the column name and click Search Columns. The columns present in the selected table are displayed in drop-down list. Single click on the column name in the list to include the column in the Expression editor.
   • To add a Function, select the Function option. Navigate to the required function using the mouse and click to include it in the expression editor. To include value or arguments within the function, focus your pointer to the required position, using the Keyboard. Select the required value using the mouse. You can include a column or constants as arguments.
   • To include numerical values in the expression, select Constants option, enter the number in the textbox and click the + button.
   • To add numerical operators (+, -, * and /), select the Operator option. Navigate to the required operator and click to include it in the expression editor.
   • To delete an entry in the Expressions editor, position the pointer at the required entry and press Backspace key. You can click Reset to clear the expression editor completely.
8. After entering the required expression, click the Check mark button to validate the expression add it to the Expression tile.