How to Add Calculation column

The Calculation column is used to filter transactions by date. That is why Filter Type for this column is a must since it dictates the date range of transactions to be considered in the computation of amount to show on your financial report.

1.  A new row will be available in the grid section.
2. In the Column Description field, enter the name you would like to call the column. The value entered in this field may show on your financial report, granted the caption for that column is set to Column Header.  This is discussed more on How to Add Description Title Row.
3. In the Caption field, select the type of caption you want for the column. This is discussed more on How to Add Description Title Row.
4. In the Column Type field, select Calculation.
5. In the Filter Type field, select a date filter for the column. This is discussed more on How Filter Type works.
6. Leave the Related Columns field blank.
7. Leave the Segment Used field blank.
8. Leave the Budget Code field blank.
9. The Start and End Date fields are to be used only on column that has Filter Type of Custom. This is discussed more on How Filter Type works.
10. In the Width field, set it to your desired column width. By default it is set to 160 pixels, which is approximately 1 1/4 inches.
11. In the Alignment field, set how the value for the column be displayed.
    • Select Center if you want it Centered
    • Select Left if you want it Left Aligned
    • Select Right if you want it Right aligned
12. In the Format field, assign how the numbers be shown in the column. Will it have decimals, money sign or in percentage format.
13. Leave the Hidden checkbox unchecked. See How Hidden checkbox works when enabled.

This is how Calculation column will look like when you follow the above steps.


Here's how it is shown when report is previewed/printed. The highlighted first column from the left, filters transactions based on Previous Fiscal Year filter type, while highlighted column that follows, filters transactions based on Fiscal Year filter type, as configured in the Column Designer.