Report Viewer: Calculated Columns

CRM Report Viewer allows user created calculated columns where you can specify expressions for how your column values should be calculated.

When defining an expression it is possible to use values from other columns (of the same row). There are also a large number of built in functions (numerical, logical, and mathematical as well as date and time related) available when defining an expression.

Everything is available through a graphical interface which contains basic help for all functions.

Let's look at how calculated columns work:

Add a calculated column

1. Right click on any existing column header.
2. Choose Add calculated column, this brings up the Column Properties window.
   Refer to Column Properties section for details about its usage.
3. Click OK to add the new column or cancel to abort.
   
   
   

Modify a calculated column

1. Right click on the column header of the calculated column to modify.
2. Select “Edit calculated column” , this brings up the Column Properties window.
   Refer to Column Properties section for details about its usage.
3. Click OK to add the new column or cancel to continue using the previous settings.
   
   
   

Remove a calculated column

1. Right click on the column header of the calculated column to remove.
2. Select Remove calculated column.
   
   
   

Column Properties

1. Column Id: The id is used to identify the column and it is not possible to edit once a column is created. Each column in a report must have an unique id so it is recommended use the Header but with lowercase characters and without spaces
2. Header: This is the text that should appear in the column’s header.
3. Type of data: Depending on the type selected the values will have displayed using different formatting. A preview of the formatting is available in parenthesis after the name of the type. The choice also affect if sub-totals will be calculated or not for the column (sub-totals are only calculated for Numeric and Integer).
4. Edit: Edit the formula for the column
5. Aggregation Type: Sets the aggregation type for the column totals.
6. Weight column: Choose which column that should act as weight column
7. Average Denominator: Choose which column should act as average denominator.

Take a look at the below video to learn more