1. Enhance your reports with template and script columns
Calculated Columns
Enhance your reports with template and script columns
PRESENTER: Andrea Dawkins | R&D Project Manager, Entrinsik |
2010 Copyright Entrinsik, Inc.

2. 2010 Copyright Entrinsik, Inc.

3. Two Kinds of Calculated Columns
Template
Script
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4. Template Columns
Other columns can be used as placeholders for the real value, like a WordMerge letter
Written with plain text and HTML
Examples:
Joining columns together (like first and last name)
Making a link to another website
In-lining pictures
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5. Script Columns
More advanced -- can do anything a Template column can do, plus calculations and conditional output.
Written with JavaScript
Examples:
Color-coding values based on a threshold
Calculating taxes and remaining balance on an order
Counting the number of days since a certain date
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6. Template Example # 1: Joining Columns
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7. Joining Columns: Drag & Drop
Drag & drop the column headers into the Expression box to get this: ${firstName} ${lastName}
Produces: Doug Leupen
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8. Joining Columns: Mix in HTML
Insert HTML into your column to change the style: ${firstName} <b>${lastName}</b>
Produces: Doug Leupen
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9. Remember… Don’t remove the original columns. Hide them instead.
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10. Template Example # 2: Link to a Website
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11. Link to a Website: Using the ‘a’ tag
A hyperlink tag in HTML: <a href = “ Entrinsik </a>
Produces: Entrinsik
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12. Link to a Website: Add in Columns
Use columns in the URL and in the text to display: <a href = “ ${firstName} ${lastName}’s Profile </a>
Produces: Sharon Shelton's Profile
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13. Link to a Website: Choose the Window
Open every link in a new window using target = _blank: <a href = “ target=“_blank"> ${firstName} ${lastName}’s Profile </a>
Use target = “MyWindowName” to open links in the same window.
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14. Sorting Trick <a name = “${columnToSortBy}” />
Add this to the beginning of any
calculated column to choose sorting value:
<a name = “${columnToSortBy}” />
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15. Template Example # 3: In-line Pictures
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16. In-line Pictures: Use the ‘img’ tag
An image tag in HTML: <img src = “ />
Produces:
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17. In-line Pictures: Add in Columns
Use columns in the image URL: <img src = “ />
Specify the height or width: <img src = “ height=100 /> <img src = “ width=100 />
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18. Template Example # 4: Embed a Map
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19. Embed a Map: Make the Address
Start by making a template column with an address separated by commas: ${my_street}, ${my_city}, ${my_state} ${my_zip}
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20. Embed a Map: Go to Google Maps
Grab the link for “Paste HTML to embed in a website”
Substitute the address in that text with your column variable.
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21. Embed a Map: Insert Address
The result should look something like this: <iframe width="700" height="350" frameborder="0" scrolling="no“ src=" ${destinationAddress}&iwloc=A&output=embed"> </iframe>
Make sure to set the column to Hidden and Show in row body.
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22. Embed a Map: Result
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23. Script Example # 1: Color Coding
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24. Color Coding: If Statements
Use an if statement to assign colors based on some condition.
if (condition1) { do this }
else if (condition2) { do that }
else { do the other thing }
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25. Color Coding: Setting the Threshold
Actual code using a column called probability:
if ( probability <= 10 ) {
"<div style='color:red'>" + probability + "% </div>"; }
else if ( probability >= 70 ) {
"<div style='color:green'>" + probability + "% </div>";
else {
probability + "%";
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26. Color Coding: Result JavaScript from the previous slide produces:
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27. Avoiding null
Empty values in your script cause “null” to appear, unless you wrap your code with this:
if ( probability != null ) {
//code here }
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28. Script Example # 2: Using Numbers
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29. Using Numbers: Calculate Balance Due
Get the balance by subtract the amount paid from the order total (both of which are columns in a report) orderTotal – amountPaid;
Assign the column as Numeric and right-aligned.
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30. Using Numbers: Balance Due? Yes or No
Does the client have a balance due? Figure it out by combining an if statement with your calculation: if ( orderTotal – amountPaid > 0 ) { “Yes” }; else { “No”; }
Now you can group on Yes or No
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31. Using Numbers: Paying Taxes
Determine if they paid taxes or not by the state they live in:
if ( state == “NC” || state == “VA” ) {
orderTotal * 0.07; }
else { 0;
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32. Script Example # 3: One Multi-value
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33. One Multi-value: Inside an Array
Multi-values appear to a Script column as an array, or a list of values inside a single variable.
If you ever see this in your script column, you’re dealing with an array:
Pick an item out of an array by its position in the list surrounded by square brackets: myColumn[3]
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34. One Multi-value: Array Indexes
Start counting at 0 (the first index):
You write in…
Which gives you…
orders[0]
the 1st multi-value
orders[3]
the 4th multi-value
orders[orders.length-1]
the last multi-value
orders[orders.length]
error, out of range.
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35. To go through every item in an array, you’ll need to use for loops.
Looping
To go through every item in an array, you’ll need to use for loops.
for ( var i = 0; i < orders.length; i++ ) {
orderTotal[i] = orderTotal[i]*1.07; }
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36. Script Example # 4: Counting Days
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37. Counting Days: What is Today?
Java has built-in date and time functions that do these calculations for us, and we can access them through the Script column
Today’s date in Java: var today = new Date();
Date in milliseconds (since 1970): myDate.getTime();
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38. Counting Days: Subtracting Milliseconds
To count the days past since a date: var today = new Date(); var diff = today.getTime() - myDate.getTime(); diff / (1000 * 60 * 60 * 24);
The variable diff gives the millisecond difference.
Number of days: divide by (1000 * 60 * 60 * 24)
Number of weeks: divide by (1000 * 60 * 60 * 24 * 7)
Number of years: divide by (1000 * 60 * 60 * 24 * 7 * 52)
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39. Resources HTML: http://www.w3schools.com/html/html_examples.asp
JavaScript:
CSS (styles):
Reports from today:
YouTube examples:
More examples:
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40. Thank you! Any questions?
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