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Report Definition

When creating a report you select a field from the list and press [Enter] or click off the Field Description field to see the report dynamically create itself in the lower half of the screen. Repeat this process for each field you want on the report. To create your groups and calculations see documentation Report Definition - ShowAs Column.

Drill-Down Tally allows you to create new fields from existing dataset fields or you can just choose the fields from the pulldown list.

Examples of newly created fields:
Drill-Down Tally's Custom Values Wizard can help you design these formulas to make it easier for you. See the Custom Values Wizard at the end of this help page.

Create a field that returns Small if the Size field has a value of 4, 5 or 8.5 or else return Big. Ex: IIf( [Size] In ('4','5','8.5'), 'Small', 'Big' )

Create a field that returns No Rush if the Quantity field value is less than 500 or else return Rush. Ex: IIf( [Quantity] < 500, 'No Rush', 'Rush' )

Create a field that returns what quarter a month is in based on the Order Date. Ex: Choose( Month( [Order Date] ), '1st Qtr', '1st Qtr', '1st Qtr', '2nd Qtr', '2nd Qtr', '2nd Qtr', '3rd Qtr', '3rd Qtr', '3rd Qtr', '4th Qtr', '4th Qtr', '4th Qtr' )

Create a field that returns the year based on the Order Date. Ex: Year( [Order Date] )

Create a field that returns the first letter of a field based on the Customer Name. Ex: Left( [Customer Name], 1 )

Access equivalent of Excel formula functions:
Drill-Down Tally implements the MS Access database engine for field and query field definitions. Remember that you can also place the calculated fields in an Excel file and Drill-Down Tally will read the values of the calculations.

Drill-Down Tally uses the INT function instead of the TRUNC function.

Drill-Down Tally uses the MOD function different from Excel.
Use: ( ( [Ship Date] - [Order Date] ) MOD 7 )
Not: MOD( ( [Ship Date] - [Order Date] ) / 7 )

Alias of newly created fields:
The Alias column allows you to give a meaningful name for this newly created field. Below you will see an example with two new fields with alias's of 'Contract Qtr' and 'Year'. Both of these fields were created from the [ContractDate] field.

You can use the up and down arrows to the left of the report definition tab to move the field descriptions around.

Pressing [F3] on the current cell will expand it to a larger window like the one below.

NEW: You can utilize the Custom Values Wizard - Consolidate Values or Range of Values below to help your create these new custom categories with ease. You will use this method instead of the manual entry shown above. Click on the [...] button just above the up and down arrows to view how easy it is to create the same formula above with our Custom Values Wizard. *Note: This button only shows up when you click on the Report Definition tab and have the active cell in the Field Description column.

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