Custom columns are report fields that are derived from user-defined formulas. Users create these formulas by combining columns (or fields) available in the report with operators and functions. Formulas can be either numeric or text strings.
A formula to calculate the billable total amount in the Project Team Billing report:
(TotalActualCost - HourlyCostAmount) / ActualBillableHours*100
A formula to identify a user and their substitute in the User Detail report:
(UserName) + (UserSubstituteUserName)
To add a custom column:
A Report Settings window displays.
A bubble displays.
Only fields from the report you’re using are available in the drop-down.
Refer to Operators and functions you can use in custom columns for a list of all functions and operators supported for use in formulas.
To edit an existing custom column, click the icon next to its name.
Replicon will base the column formatting on the values included in the formula. Automatic formatting may not accurately reflect the number type, especially when a formula is complex.
If you include a currency value in a formula, the result of the formula will be displayed in the system's default currency along with its symbol. Non-currency values will not display in the report.
The result from the formula is displayed as a numeric value, with no symbols
The result from the formula is automatically multiplied by 100, and is displayed with a % sign (for example, 73.5%)
Replicon detects most formula errors when the formula is saved. However, some errors – called run-time errors – are indicated by an error code that displays in the report cell after the report is generated. The meaning of each error code is outlined in the tables below.
This code indicates that...
The formula specified that a number be divided by a column whose value is zero, therefore the calculation could not be made.
An overflow error has occurred, meaning a number involved in the calculation was too large for the computer to handle.
The formula includes a reference to another column that has no value.
This code indicates that...
The substring requested falls out of the string's range.
You can include both variable string fields and constant "hard-coded" text strings in formulas. To indicate that text you enter in the formula should be treated as a "hard-coded" string, enclose the text in double-quotation marks. For example, the formula "Empty Cell" will display as Empty Cell in the report.
If you want to include quotation marks in a hard-coded text string, include a backslash symbol (\) before each quotation mark you want to include. For example, the formula "Project \"Sunshine\"" will display as Project "Sunshine" in the report.
If you want to include a backslash (\) in a constant string, use two backslashes (\\). For example, the formula "Costs \\ Expenses" will display as Costs \ Expenses in the report.
You can create an empty custom column by entering a double set of quotation marks ("") as a custom column formula. This is useful if you plan to export Replicon data to an application that requires certain fields to be empty.
No. Custom columns are only available in reports.
If you need to use a field in more than one report, simply copy and paste the formula.
Standard report features such as summary options and column ordering can be used with custom columns.
Yes, they will. However, in Excel exports, they are stored as values, not as formulas.