Using Formulas in Data Views

You can formulas into your data view reports to dynamically calculate values that you wish to include in your reports.

To add a formula into a data view report:

1. On the Edit Data View screen, click the Add Display button to display the Edit Field screen
   
2. On the Edit Field Screen, click the Formula tab.
   
3. Enter your formula.
   
4. Select the display format for the values in Format As.
   
5. Enter the display name for the column in the report.
   
6. Click OK to save your formula.
   

Example: You want to calculate the profitability of your projects, so you add a new column into your data view report. You set the formula to be "PROJECT.fixedCost - PROJECT.actualCost" and set the format be be Cost and name the column "Profit Margin".