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How to: Add or Change a Formula (Report Builder 1.0)

You can create new fields with formulas and save them to your report or you can change the formulas contained within a field.

To add a formula

  1. In the Explorer pane of the Report Builder design mode, navigate to the entity where you want to insert the new formula.

  2. On the Report menu, click New Field.

    The Define Formula dialog box opens.

  3. In the Field name text box, type a name for the new field.

  4. In the Formula for each box, add the functions and fields that you want to use in the formula.

  5. Click OK..

The new field is saved within the context of the entity that you navigated to in Step 1. You can work with the new field just like any other field within the data source.

To change a formula

  1. In the design area of Report Builder design mode, right-click the field containing the formula that you want to edit and click Edit formula.

    The Define Formula dialog box opens.

  2. In the Formula for each box, change the functions or fields that you want to use in the formula.

  3. Optionally, if you want to save the changed field as a different field, select the Save this formula as a new field check box.

  4. Click OK..

Depending on your selections, the field was changed or a new field was created.