Create/Update Formula Column in GoAct
What is a Formula Column?
A Formula Column is a custom column added to a report that performs calculations using existing data fields. It allows users to:
Create new metrics
Apply conditional logic
Simplify complex data transformations
This functionality helps automate repetitive calculations and ensures consistent reporting across users and reports.
Real-Time Business Scenario
Example: Suppose you want to display the actual profit percentage in a report. Instead of manually calculating it each time, you can create a Formula Column.
Steps to Create a New Formula Column :
Open SmartReports
Navigate to Reports → SmartReports
Select the required report from the list
Once you open the report,click the “+” icon labeled Create Formula (Refer to the screenshot below for location)
Once you click on Create/edit formula column box, A new dialog box will open where you can configure the formula:
Column Name: Enter a name for your formula column
Input Fields: Select or remove input fields required for your calculation
Formula: Enter your formula expression using supported fields and functions
Once the formula is defined:
Click the ✅ Tick icon to validate and confirm the formula
Then click Update to save it
A confirmation popup will appear indicating that your formula column has been successfully updated.
After saving, the new formula column will appear in the report table with the calculated values based on your formula.
Note : -
The created formula column is available for use in Export, Scheduler, and Charts.
You can make the formula column available to other users by enabling Public Mode.
Only the user who created the formula column can edit or delete it.
Conclusion : Creating custom formula columns using arithmetic or logical operations enhances your reporting flexibility. By saving these personalized calculations:
You improve reporting efficiency.
Reduce manual effort
Ensure consistency across all data outputs
This approach contributes to a more streamlined, accurate, and insightful reporting process within GoAct SmartReports.
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