Creating Calculated Fields - Ad Hoc Views

Add insightful fields while creating or editing views

1. Navigate to the reporting portal

2. Within the home page of the reporting portal, select 'Ad Hoc Views' under the Ad Hoc Views subsection

3. Select a view from the list to create a calculated field 

Alternatively, you may also create a new Ad Hoc View, click here to learn more: Create an Ad Hoc View from a topic

5. Define the Input Controls fields and click 'OK' to apply and close the Input Controls window

6. Click the  icon at the top right of the Fields section and select 'Create Calculated Field...'

'New Calculated Field' window appears with the 'Formula Builder' preselected:

7. Define the Formula for the Calculated field

e.g. for the Provider Budget to Invoiced Cost View, an Overbilled field can be created based on the values of the Savings_Acheived field if the values for the field are less than 0.

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Results of the addition of the field in the view shown below: