Finance Self Service

User Calculated Columns

The User Calculated Columns feature is available on the Budget Status by Account and Organizational Hierarchy queries. This feature allows the user to create a new column that is a result of doing calculations with two columns that are part of the query results.Any two columns can be added, subtracted, multiplied, divided or compared by percentage. To remove a column from a saved template, first remove the column and then save the template again.

Creating Calculated Columns:

Think about what you want to calculate first and which columns you want to work with. The first few times you utilize this feature it may be wise to write the formula on a piece of paper first to work through it.

Column 1 - Click the down arrow to open the drop down menu. Select the Column you want to work with.

Operator - Click the down arrow to open the drop down menu. Select the operator (calculation) you wish to use.

Column 2 - Click the down arrow to open the drop down menu. Select the column you want to work with.

You can choose where the new column is located. Click the down arrow to open the drop down menu in the Display after Column. The column you select here will determine where the new column will appear. The new column will appear after the column you select.

You must name your new column. There are 19 characters in this field to utilize. Type in the name for the new column. You may find yourself abbreviating to accommodate the 19 character limitation.

Click on Perform Calculation.

A new comparison column is added to the query.

Calculated fields cannot be extracted into excel.

You may remove the column you create by clicking on Remove Computation.