Create Local Calculated Fields

Individual users can create calculated fields which are not visible or available to other users. This is done through the Reporting application, not through configuration settings. If the report already has calculated fields created for global use (through configuration settings), you cannot modify those calculated fields. See your system administrator if you need assistance.

See the discussion of Role Security in the Security Configuration help for information on how to grant or deny access to columns on a report. A user has access to the new calculated field only if they have access to all other columns for that report.

To create calculated fields for your own reporting purposes, complete the following steps:

  1. Select the report to which you want to add a calculated field.
  2. In the Options column of the report, click .
  3. On the Options dialog box, click the Columns tab. For visualizations, click the Metrics tab.
  4. Click New Calculated Field.
  5. Complete the fields on the Add Calculated Fields dialog box.
  6. Click Check > Calculation to verify that the formula syntax is valid.
  7. Click Save.