How to configure Formula Fields for reporting purposes in Vault PromoMats and Medical?
If there is the need to measure a value that can only be derived from a combination of multiple fields or by analyzing the history of field values in reporting, this can be achieved by using formula type fields in reporting.
Formula fields use an Excel™-like formula language to calculate a result from other field values, a set of built-in functions, and standard math operators.
In order to create formula fields, follow the steps below:
- Select Document Fields under Configuration upon logged in to Admin Console.
- Select the document type needed and Add a New field.
- Select the field type Formula. Choose a label for the field.
- Set the options of the formula field and Validate the syntax.
- Click on Save.
Please find here some formula examples that might help in the creation of the formula fields.
Vault Help Documentation: How to Create Formula Fields