Reporting 2.0 - Calculated Field Enhancement

Global calculated fields can contain unpublished (non-global) calculated fields within the formula.

Previously, if a shared users had manage permissions for Reporting 2.0 could copy the report and access the underlying private calculated fields in the original report creator's list of available fields.

With this release, global calculated fields now have visibility restrictions for when the formula references an unpublished (non-global) calculated field. This restriction ensures that when a report is copied by a shared user, the global calculated field remains as a private calculated field when non-global calculated fields are referenced in the formula.

When a global calculated field references a non-global calculated field in its formula, it now behaves as if a shared user is missing permissions or availability to that global calculated field. Shared users can continue to view the intended calculated field output in the report output only. The global calculated field is not visible to shared users in the report designer data folders until all underlying non-global calculated fields are published globally.

When a user tries to publish a calculated field globally which references a non-global calculated field by enabling the Publish Field Globally toggle and saving the field, a warning message is displayed.

• If the user selects Yes, the field is published globally.
• If the user selects No, the Publish Field Globally toggle for the calculated field that references the non-global calculated field is disabled, and the field is not published globally.

Impact on Existing Reports

Shared reports and charts are not impacted by this enhancement.

Existing reports that were created by copying a shared report which included a calculated field that references a non-global calculated field are impacted by this enhancement.

• A global calculated field referencing a non-global calculated field is no longer visible to the shared users in the report designer.
• When an existing report is shared with a global calculated field that references a non-global calculated field, the shared user continues to see the global calculated field in the shared report output. However, when the shared report is copied, the global calculated field is not included in the copied report as it references a non-global calculated field.
• For an existing dashboard using a widget of a copied report that has a global calculated field referencing a non-global calculated field, the widget is not available because the underlying report no longer includes the global calculated field.
• When a chart is copied, if it contains a global calculated field that references a non-global calculated field, then the system displays a message that the chart will be removed from the copied report. If the user continues, then the chart is removed from the copied report.

Implementation

Upon implementation, this enhancement is available for all portals with Reporting 2.0.

Click here to download the Reporting 2.0 Adoption Kit.

Permissions

For more information about Reporting 2.0 permissions, see the following:

• Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
• Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.