AutoCount Accounting Report Designer: Calculated Field

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Starting from AutoCount 1.6 and above, AutoCount Accounting Report Designer has included a new feature provided by DevExpress (a third party tool that AutoCount use for Interface Design and Reporting) called Calculated Field.

 

Basically Calculated Field is a feature that allow users to do customized calculation at their Report (printout) level. For example if user added UDF fields and wish to do calculation such as: UDF1 + UDF2, the value can be calculated, preview and printed at report level. This value will not be stored in the database and only calculated every time the report is loaded.

 

After understanding the usage of this feature, let me guide you in the report designer how to actually implement and use this feature. For now, 2 new UDF will be created in Quotation Detail for the demonstration of this feature.

 

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Image above shows UDF1 and UDF2 has been added and some values are inserted into these 2 columns.

 

How to Create Calculated Fields

In report designer, you can create Calculated Fields from the Field List Box over on the left hand side (by default). Depending whether you want to create it at Master Level or Detail Level, you may right click on the Master / Detail table and choose Add Calculated Field in order to add this field. For now we will need to add one Calculated Field at Detail level as the UDF1 and UDF2 calculation will be done at detail.

 

For now we will do a simple calculation where UDF1 + UDF2. Below are step by step instructions with screenshots in order to understand better:

 

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Right Click on the Quotation Detail and select Add Calculated Field.

 

 

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After you had add the Calculated Field, you will find there is a new field in the Quotation Detail name “calcultedfield1″.

 

 

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User can change the name of the field at the property grid after selecting this “calculatedfield1″.

 

 

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User can select the specific field type that wish to do this special formula. Usually it will be decimal.

 

 

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After that user may select on the Expression field and click on the small little button on the right with “…” to start put in their formula.

 

 

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User will be prompt into a Expression Editor, which comes together with Math Operator such as “+”, “-”, “x” and so on.

 

 

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Now look for the Field category and the fields that will be used for the formula. Double click on the field that wish to use for the formula after found.

 

 

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After selecting the appropriate fields for the formula (as image for this scenario), just click OK button.

 

 

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Do a data binding on the label that you wish to see this result on.

 

 

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Save and preview the result.

 

Congratulations, you had now complete the Calculated Field tutorial. Happy Accounting !