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Fields in Reports can be added or removed, and columns can be rearranged. The available fields in this tab are determined by field-level Visibility settings for the User.
If this report is based on a Database View, the field-level Visibility settings apply as well.
Select Fields and Choose Column Order
- Choose which columns will appear in the report using the left and right arrows to move then in to or out of your list of Selected Fields.
- Optionally, build a Computed Field
- When you’ve made your selections you can click the [Next] button, or jump directly to any of the tabs you wish to edit.
Computed fields are user-defined fields that expand analytic capabilities in Views and Reports. Without modifying the object model, users can build ad hoc fields that support complex data modeling and analysis. These fields do not reside in the database, but are created when needed for presentation in Views or Reports.
When included in Views or Reports, Computed Fields provide powerful building blocks for analytical models and metrics to monitor business operations in easy-to-read dashboards, tables or charts.
Eligible Field Types
These field types can be used in Computed Fields formulas:
- Text string
- Numbers (integers and numbers with decimals)
- Rollup Summary Fields
- Percent (%)
How it Works
Let's consider a real-life example: an Inventory system where simple details about a product are specified and Computed Fields are used to analyze complex Pricing and Packaging schemes.
Assume an inventory item, a 6-pack of soda, which is defined as follows:
Field Name: Value: Part Number Soda-20457 Description 6 cans, shrink-wrapped, 12 oz each Price $4.50 Number of Units per Pack 6 Unit Price Price / Number of Units per Pack (this is a [[Formula Fields|Formula Field]])
- In this record, the unit price is calculated as $.75 per can of soda ($4.50/6 cans of soda = $.75)
To setup the pricing analysis, create the following Computed Fields, one for each of the available packaging options. Each package option calculates the Unit Price of the 6-pack of soda, based on packaging.
This Expression is used to calculate the Unit Price for each package option: Unit Price = (Package Price / (Quantity * 6 cans each))
Computed Fields Package Option: Quantity: Package Price: Unit Price: Case 4 $15. $.625 Carton 8 $20. $.416 Bulk 12 $35. $.486
- With this Analysis, it's easy to compare the unit price of Package Option to the Unit Price of a single 6-pack ($.75).
Add a Computed Field
In this example, the Revenue field in the Accounts object is used to create the computed field. Using a computed field allows records to be grouped by range and displayed in a pie chart.
The ranges are defined as follows:
- From the Reports tab, add a new report, or choose a report to modify
- From the Fields tab, confirm that an appropriate field is in the list of Selected Fields (in this case, Revenue)
- Click the New Computed Field link
- Add the following code to create a computed field
- Column Title
- Name of the computed field
- Return Type
- Select Text
The return type is plain text. Rich text with HTML tags is not supported.
- Add the following code:
- IF((REVENUE <= 10000),'<$10K',
- IF((REVENUE >= 10000 && REVENUE < 100000),'$10-100K',
- IF((REVENUE >=100000 && REVENUE < 500000),'$100K-500K',
- IF((REVENUE >=500000 && REVENUE <1000000),'$500K - 1M',
- '>= $1M'))))
- IF((REVENUE <= 10000),'<$10K',
- From the Group tab, choose the computed field in the Group Information by field
- From the Charts tab, choose Pie
- Click the [Preview] button to display this chart
Using Computed Fields
Computed fields offer different functionality, depending on whether the computed fields are used in a View or a Report.
Computed fields must be created separately for Views and Reports. A computed field created in a View is not available in a Report, just as a computed field created in a Report is not available in a View.
In Reports, computed fields can be used to:
In Views, computed fields can be used to:
Formula Functions used in Computed Fields
The following Formula Functions can be used in Computed Fields:
|Date Functions||Logical Functions|
|Math Functions||Text Functions|
For details on how to use these functions, see Formula Functions.