Adding custom columns

You can add custom columns to create custom calculations using expressions or blank columns. The ability to create custom calculations using expressions enables you to further customize report data to suit your specific business needs. Blank columns can be used as spacers to make reports easier to read, or as placeholders for importing third-party data after a Flexible Reporting report has been generated.

Note:
  • Adding columns containing custom calculations requires a thorough understanding of Microsoft Excel and regular expressions.
  • We recommend you preview reports containing custom calculations in Flexible Reporting before saving the changes and generating the report in CCMWeb.
To add a column containing custom calculations
  1. On the Insert tab of the ribbon, click Add > Custom.

    Optionally, right-click the report and select Insert column > Custom from the drop-down list.

    A blank column displays in the report.

  2. Right-click a cell in the blank column and select Expression.

    The Edit expression window opens.

    Note:

    You cannot create calculations using expressions in a header cell.

  3. Select an option in the Options list to view the associated Item list.
  4. Select an item in the Item list to view the associated item Description and expression Example.
  5. Double-click the item in the Item list to insert its expression into the Expression box.
  6. Repeat steps 3 to 5 until the complete calculation is entered in the Expression box and click OK.

    The expression displays in row two of the blank column in the report.

  7. If you want to edit the expression you created, right-click the cell and select Expression to return to the Edit expression window.

After adding a column containing custom calculations you can choose to view or modify the expression.

To view or modify an expression
  1. Select the cell in the report, for which you want to view or modify the expression.
  2. On the Insert tab of the ribbon, click Expression.

    Optionally, right-click the column and select Expression from the drop-down list.

    The Edit expression window opens.

  3. Select an option in the Options list to view the associated Item list.
  4. Select an item in the Item list to view the associated item Description and Expression example.
  5. Double-click the item in the Item list to insert its expression into the Expression box.
  6. Repeat steps 3 to 5 until the complete calculation is entered in the Expression box and click OK.

    The expression displays in row two of the blank column in the report.

You can restrict the number of decimal places that will display for results. As an example, setting the number of decimal places that will display for the Average Manned Agent statistic is described below.

To set the number of decimal places that display for results
  1. In the Design view, right-click the Average Manned Agent column in the report and select Expression from the drop-down list.
  2. Change the current value of =Fields!AgentGroupEventAvgMannedAgents.Value to =FormatNumber(Fields!AgentGroupEventAvgMannedAgents.Value,1).
  3. Click OK.
  4. Click Save.

    The column is formatted to display one decimal place. To alter the number of decimal places displayed, enter the appropriate number in place of 1.

To add a blank column
  1. On the Insert tab of the ribbon, click Add > Custom.

    Optionally, right-click the report and select Insert column > Custom from the drop-down list.

    A blank column displays in the report.

  2. Optionally, click the header cell of the blank column and type a name for the column.
Parent topic: Designing reports
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