Create Calculation Column
Explanation
Use this activity to create a calculation column in a column template.
A calculation column is used to calculate a result based on values in existing columns
and/or constants. Currency reevaluations can be done by using the calculation functions.
Prerequisites
Before creating a calculation column, you must have created, copied, or imported a
column template.
System Effects
As a result of the activity, a calculation column is added to the column template.
Window
Column Templates
Related Window Descriptions
Calculation Column
Procedure
Use the following procedure to create a new calculation column:
- Open
Column Template and find the column
template where you want to include a calculation column.
- Select Operations/New Column (or double-click on the row) and then
Calculation Column as the type of column you want to create. This automatically displays
Calculation
Column.
- Specify the Column Name and Description fields.
- Double-click the first row in the General tab. The row is marked with an
arrow to the left; default values appear in the Operator field. Enter information for the
line. Normally, you specify at least two lines in the General tab. On the first line, the
Operator is often Add. On the
other lines, the Operator can be Add, Subtract, Multiply, or Divide, depending on the type
of calculation. Check the Visible and Override Row Calculation boxes, if appropriate. Save
the information.
- Double click again for entering a new line. Save the information.
- The Layout tab contains default values for how the column will be
presented in the report. You can change the values. Save the information.
- Use the Calculation Function via the right mouse button to revalue an
amount in one currency into an amount in another currency.
- Use the Col. Order button in the Layout tab to change the column order,
if appropriate. In the dialog box, mark the name of the column and then click either the
Up or Down button. To start the printing of a column on a new line in the report, mark
'New Line' and click the Up button.