Using a report formula

If you need extra calculations in your reports and don’t want to add an extra field or you are looking to do some analysis on your data, but don’t have access to add a formula field, you can create report formulas.

To create a report formula:
  1. Create or edit a report.

  2. In the Report Builder, under Report formulas, select Add a report formula. For table reports, this section appears after you select Custom columns. For charts, this section is under Options.

  3. Select the formula type from the drop-down.

  4. Write the formula. Read about creating formulas.

  5. If you want to create an additional report formula, select Add another report formula. You can create up to 3 report formulas. Note: You cannot reference one report formula in another.

  6. Save the report.

Using a formula with report filtering

You can use a report formula to set special filtering, such as comparing values in one field to values in another field.

Example:

You can create a formula to select a check box when the word “infrastructure” appears in the Task Name, Rollup Category, or Description field. Select Formula - Checkbox from the dropdown and use a contains formula:

Contains([Task Name], "infrastructure") or

Contains([Rollup Category], "infrastructure") or

Contains([Description], "infrastructure")

Or, to select a check box when the current user’s name appears in the Owner, Author, or Reviewer field, use:

[Owner]=User() or

[Author]=User() or

[Reviewer]=User()

To use your report formula with filtering, select Filter in the Initial filters section, and select or search for the formula name from the drop-down. Then, add your criteria.

Note: Report formulas do not work with dynamic filters.

Tip: For the Formula - Checkbox field, when you write the formula you do not need to use “true” and “false.” If the conditions are met, the result is true and check box is selected. If not, the check box is cleared.

Using a report formula with sorting and grouping

To use your report formula with sorting and grouping:

  1. In the Sorting & Grouping section, select Sort or group on other fields.
  2. Choose a sorting and/or grouping option, such as sort and group from low to high by.
  3. Select or search for the formula name from the drop-down list.
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