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

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Presentation on theme: "Calculated Columns 2010 Copyright Entrinsik, Inc. Enhance your reports with template and script columns PRESENTER: Andrea Dawkins | R&D Project Manager,"— Presentation transcript:

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

2 2010 Copyright Entrinsik, Inc.

3 Two Kinds of Calculated Columns  Template  Script © 2010 Entrinsik, Inc.

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 © 2010 Entrinsik, Inc.

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 © 2010 Entrinsik, Inc.

6 Template Example # 1: Joining Columns © 2010 Entrinsik, Inc.

7 Joining Columns: Drag & Drop  Drag & drop the column headers into the Expression box to get this: ${firstName} ${lastName}  Produces: Doug Leupen © 2010 Entrinsik, Inc.

8 Joining Columns: Mix in HTML  Insert HTML into your column to change the style: ${firstName} ${lastName }  Produces: Doug Leupen © 2010 Entrinsik, Inc.

9 Remember… Don’t remove the original columns. Hide them instead. © 2010 Entrinsik, Inc.

10 Template Example # 2: Link to a Website © 2010 Entrinsik, Inc.

11 Link to a Website: Using the ‘a’ tag  A hyperlink tag in HTML: Entrinsik  Produces: Entrinsik Entrinsik © 2010 Entrinsik, Inc.

12 Link to a Website: Add in Columns  Use columns in the URL and in the text to display: ${firstName} ${lastName}’s Profile  Produces: Sharon Shelton's Profile Sharon Shelton's Profile © 2010 Entrinsik, Inc.

13 Link to a Website: Choose the Window  Open every link in a new window using target = _blank: ${firstName} ${lastName}’s Profile  Use target = “ MyWindowName ” to open links in the same window. © 2010 Entrinsik, Inc.

14 Sorting Trick Add this to the beginning of any calculated column to choose sorting value: © 2010 Entrinsik, Inc.

15 Template Example # 3: In-line Pictures © 2010 Entrinsik, Inc.

16 In-line Pictures: Use the ‘img’ tag  An image tag in HTML:  Produces: © 2010 Entrinsik, Inc.

17 In-line Pictures: Add in Columns  Use columns in the image URL:  Specify the height or width: © 2010 Entrinsik, Inc.

18 Template Example # 4: Embed a Map © 2010 Entrinsik, Inc.

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} © 2010 Entrinsik, Inc.

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. © 2010 Entrinsik, Inc.

21 Embed a Map: Insert Address  The result should look something like this:  Make sure to set the column to Hidden and Show in row body. © 2010 Entrinsik, Inc.

22 Embed a Map: Result © 2010 Entrinsik, Inc.

23 Script Example # 1: Color Coding © 2010 Entrinsik, Inc.

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 } © 2010 Entrinsik, Inc.

25 Color Coding: Setting the Threshold  Actual code using a column called probability: if ( probability <= 10 ) { " " + probability + "% "; } else if ( probability >= 70 ) { " " + probability + "% "; } else { probability + "%"; } © 2010 Entrinsik, Inc.

26 Color Coding: Result  JavaScript from the previous slide produces: © 2010 Entrinsik, Inc.

27 Avoiding null Empty values in your script cause “null” to appear, unless you wrap your code with this: © 2010 Entrinsik, Inc. if ( probability != null ) { //code here }

28 Script Example # 2: Using Numbers © 2010 Entrinsik, Inc.

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. © 2010 Entrinsik, Inc.

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 © 2010 Entrinsik, Inc.

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; } © 2010 Entrinsik, Inc.

32 Script Example # 3: One Multi-value © 2010 Entrinsik, Inc.

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] © 2010 Entrinsik, Inc.

34 One Multi-value: Array Indexes  Start counting at 0 (the first index): © 2010 Entrinsik, Inc. You write in…Which gives you… orders[0]the 1 st multi-value orders[3]the 4 th multi-value orders[orders.length-1]the last multi-value orders[orders.length]error, out of range.

35 Looping To go through every item in an array, you’ll need to use for loops. © 2010 Entrinsik, Inc. for ( var i = 0; i < orders.length; i++ ) { orderTotal [ i ] = orderTotal [ i ]*1.07; }

36 Script Example # 4: Counting Days © 2010 Entrinsik, Inc.

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(); © 2010 Entrinsik, Inc.

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) © 2010 Entrinsik, Inc.

39 Resources  HTML:  JavaScript:  CSS (styles):  Reports from today:  YouTube examples:  More examples: © 2010 Entrinsik, Inc.

40 Thank you! Any questions? © 2010 Entrinsik, Inc.


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