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Only Budget, Calculation, Debit, Credit, Debit Units, Credit Units, Units, Ending Balance, Segment Filter and another Column Calculation columns will be available in building a formula column. |
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- A new row will be available in the grid section.
- In the Id field, select the column. The Description field will then show the description of the selected column.
- In the Action field, select an operator.
Repeat steps 1 to 3 as necessary to build your formula.
Info Notice as you work on adding rows and assigning an operator, the Preview field at the bottom of the screen will show you the configured formula. In that way, you have a better view while you are building the formula.
- Click the Save toolbar button to save and Close toolbar button to close the screen and apply the formula to the selected column.
- You will be back in the Column Designer screen. In the Related Columns field, notice that the formula built is shown.
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The Column Calculation screen is where you configure formula for your Column Calculation column.
The following will guide you on how to configure a formula column.
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