Edit, Copy, or Delete Calculated Field

Users with permission to manage global calculated fields can edit, copy, or delete the fields they create. These options are available in both the My Fields section and the Global Fields section for users with this permission.

The My Fields and Global Fields sections are available in the Calculated Fields area of the Data panel in the report builder.

See View Global Calculated Fields.

See View My Calculated Fields.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Manage Global Calculated Fields

Grants the ability to publish calculated fields to all users. This permission cannot be constrained.

Note: Calculated fields can be created by all users who have permission to create reports in Reporting 2.0. However, in order to publish the calculated field globally, a user needs permission to manage global calculated fields.

Reporting

Edit Calculated Field

To make changes to the field:

  1. Hover over the menu to the right of the field in the My Fields section. A list of actions displays.
  2. Click Edit. This opens the calculated fields builder.
  3. Make any changes to any configuration.
  4. Click Save.

The changes automatically appear for any users with whom the field is shared.

For global calculated fields, the changes appear automatically.

Copy Calculated Field

Users with permission to manage global calculated fields can copy the fields they create. Users with access to a global field can copy the global field.

To copy a field:

  1. Hover over the menu to the right of the field in the My Fields section. A list of actions displays.
  2. Click Copy. This opens the calculated field builder, with all configurations copied.
  3. Configure the field as desired.
  4. Click Save.

Copying a field does not overwrite the existing field.

Delete Calculated Field

To delete a field:

  1. Hover over the menu to the right of the field in the My Fields section. A list of actions displays.
  2. Click Delete. This opens a confirmation pop-up.
  3. Click Confirm to delete the field. Or, click Cancel to keep the field.

Deleted fields are:

  • Removed from all reports in which the field has been used, even if the report is currently in use.
  • Removed from the My Fields section for the field creator.
  • Removed from the Global Fields section, if the field was published globally.

Note: When running a report that includes a deleted calculated field, the report will still run. However, once it runs, the calculated field is automatically removed from the report.

Note: a calculated field cannot apply aggregate function at formula level and column level at the same time.