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Create a Calculated Column in a 360 Report

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Objective

To create a calculated column to add to a 360 Report.

Background

You can create calculated columns that use basic arithmetic functions to gain more insight into your data.

Things to Consider

  • Required User Permissions: 
    • For company reports: the user is a company admin.
    • For project reports: the user has 'Standard' or higher level permissions on the 360 Reporting tool and has access to the data they are creating the column with.

Steps

To add a calculated column to your report, follow the steps below:

Basic Calculation

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. On the Reports tab, locate the report that you want to add the calculated column to.
  3. Click the vertical ellipsis icon-ellipsis-options-menu.png and select Edit.
    OR
    Click the report to open it and then click Edit.
  4. Click the calculator icon-calculator.png icon.
  5. Click Create New Custom Column.
  6. Enter a name for the column in the Name field.
  7. Optional: Enter a description for the column in the Description field.
  8. Select Basic Calculation from the Column Type drop-down menu. This option lets you add, subtract, multiply, and divide numeric values in columns.
  9. Select the first value to use in the calculation. If you select Constant, enter a number to use as the value.
  10. Select the type of calculation you want to perform: + (add), - (subtract), x (multiply), or ÷ (divide).
  11. Select the second value to use in the calculation. If you select Constant, enter a number to use as the value.
  12. Select the format you want to use for the calculated column: # Number, $ Currency, or % Percent.
  13. Select the number of decimal places to be displayed: Ones (1), Tenths (1.0), Hundredths (1.00), Thousandths (1.000), Ten Thousandths (1.0000), Hundred Thousandths (1.00000), or Millionths (1.000000).
  14. Click the Rounding toggle ON or OFF.
  15. Click Save to add the calculated column to your report.
  16. Click Update Report to save the changes to your report.

Date Variance

  1. Navigate to the 360 Reporting tool.

    • Use the company 360 Reporting tool for company reports.
    • Use the project 360 Reporting tool for project reports.
  2. On the Reports tab, locate the report that you want to add the calculated column to.
  3. Click the vertical ellipsis icon-ellipsis-options-menu.png and select Edit.
    OR
    Click the report to open it and then click Edit.
  4. Click the calculator icon-calculator.png icon.
  5. Click Create New Custom Column.
  6. Enter a name for the column in the Name field.
  7. Optional: Enter a description for the column in the Description field.
  8. Select Date Variance from the Column Type drop-down menu. This option allows you to find the difference in days between two dates or add (or subtract) days from a specific date.
  9. Select the first value to use in the calculation.
  10. Select the second value to subtract from the first value. If you select Constant, enter a number to use as the value.
  11. Click Save to add the calculated column to your report.
  12. Click Update Report to save the changes to your report.