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- By selecting the Create New Formula option the formula generation dialog will open.
- The formula builder will allow you to generate a valid formula that will be returned by this column. Highlighted buttons will help guide you to create a valid formula.
- Test your formula by clicking the test formula link.
Case Statements
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- Select the date format you want in your hierarchy and drag the field into an appropriate category.
- Set up the meta data as normal
- In the bottom of the tab, select the field parameter you want to base your field on. Some of the formats require a timestamp as input, so the list you can choose from will differ depending on the format.
- Format your field as normal and save.
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See Drill Down Hierarchies for more information.
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- A common set of filters are used by report writers - such as location, or business unit; or
- If there are particularly complex filters that can be built ahead of time and are commonly used.
Create New Filter
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- Filters can only be created using the formula builder. Like a standard calculated field select the filter options from the unattached fields list. Drag the filter option into the report folder list.
- On dragging the field into your folder you will be presented with the filter formula builder.
- Select the field you wish to filter and then use the operator, brackets, and or function buttons and text field to build your filter.
- Click OK to save your filter and include it into your field list. The filter will be highlighted with a filter icon.
Filter Operands
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When defining a filter initially set the operand drop down to the desired value. The options within the drop down will vary based upon the type of field that the filter is to be applied to.
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