Creating and Modifying Formula Fields
- Stephanie Pepper (e-manage|ONE)
Formula Fields help extend the functionality of grids by adding new columns with data from other fields. Users can create formula columns using nearly all of the functions available in Microsoft Excel. The formulas can use any of the columns that already exist in the grid.
To begin, click the red button on the bottom left of the grid. It will turn green and the grid functions toolbar will appear right under the green button. Click the Grid Functions Menu and then go to Column Functions and click the Build a Formula in a New Column menu item.
You will be asked for a name for the column this formula will occupy.
After entering a name, the formula builder window will pop-up.
The Operands section of the window shows you all columns in the grid to base the values of a formula off of. The columns are in alphabetical.
The Functions Tab shows you built in functions that you would find in Microsoft Excel.
You can double click columns to add them into the formula builder and perform any math or logical functions on them. If you want to use the formula builder to create a new column and unsure how to do so,, please call in for Support for help.