Calculated Fields & Filters

Calculated field derives its value from some formula involving field values, cross-module field values, constants, and the results of other formulas or functions. You do not enter data into a calculated field. The program automatically determines the correct value when involved records are changed. Calculated field calculates "on the fly" and doesn't exist in database.

In addition, these fields behave like regular fields, so you can reference them in other calculated fields or use them in your reports, summary reports, charts, sorts, filters, dashboards, relationships and other operations.

Calculated fields will always be up-to-date since calculations will be run automatically every time when you change the value of any field that is a part of the formula and they help you maintain data integrity.

Key Features
  • User-friendly interface to create even complex calculated fields
  • Access cross-module fields (Parent & Child modules) using pre-defined table relationships
  • Formulas can consist of values from other fields, constants, and the results of other formulas or functions
  • Extensive function library with more than 200 functions (String, Date/Time, Number, Arithmetic etc) and supports complex functions
  • Group functions (Count, Sum, Max, Min, Avg) on child modules
  • Access to Global variables (Exchange rates, Date formats etc), Company constants, System fields and User/Session fields
  • 2000+ pre-defined Calculated fields across various modules
  • Ability to copy, edit pre-defined Calculated fields and restore
Examples
  1. If you have Hours and Bill Rate fields, You can create calculated field ' Invoice Amount' using the formula : Hours * Bill Rate
  2. If you have First Name, Last Name fields, You can create calculated field ' Full Name' using the formula: First Name+' '+Last Name
  3. If the Phone field has the value 3022221111, You can create calculated field 'Phone' to show the value as (302) 222-1111
  4. You can create a calculated field 'Total Hours Worked' in Employee module using the formula: Sum(Employee.Time sheet.Hours)

Application Filters