After running a new report or opening a saved report, there are many actions you can take to work with the data. One of these options is adding a formula to the report. A formula allows you to perform a function on the data in a report. Some of these functions include the following:

- Perform mathematical functions on the data in the report.
- Use logical functions to replace data.
- Remove unwanted spaces or shorten text.
- Format a number as currency or a percentage.
- Format dates and times.
- Remove decimal points and round numbers.
- Calculate elapsed time.
- Count the number of characters in a response.

## Add a Formula to a Report

When a formula is added to a report, a new column containing data from the formula is automatically added as well.

- Click
**Reporting**on the upper navigation bar, and then click**Reports & Data Sets**. - Click
**Run Report**next to the report to which a formula will be added.

- Click
**Formula**. - Enter a Name for the new column which will contain the data resulting from the formula.

- Select a
**formula**from the Formula drop-down menu.- This will automatically insert it into the Formula box. A formula can also be manually entered into the Formula box.
- Click Formula Help for a list and descriptions of common formulas.

- Once the formula is in the Formula box, highlight the placeholder text that is used to refer to an existing column of data in the report.

- Select the
**column**from the Insert a Column drop-down menu or manually type the label of the column inside brackets.- Example: [Project Name]
- When a column is selected from the drop-down menu, it will automatically insert where the text is highlighted.

- Click the
**Data Type**drop-down menu and select the type of data that will result from the formula. - If there is a specific format needed for the resulting data, select it in the
**Display Format**drop-down. Otherwise, leave the drop-down blank. - Click
**Add**.- The new column with the resulting data will be added to the report.

- The new column with the resulting data will be added to the report.
- Click
**Save Changes**.

### Common Reporting Formulas

The dropdown list when adding a formula to a report contains many useful formulas. Below are some additional commonly used formulas for reference.

- Rename values (e.g. to create anonymous labels for evaluators in the report):
- IIF([Column] = “Bob”, “Evaluator 1”,IIF([Column] = “Joe”, “Evaluator 2”,IIF([Column] = “Mary”, “Evaluator 3”,IIF([Column] = “Jane”, “Evaluator 4”,IIF([Column] = “Sally”, “Evaluator 5”, 0)))))

- Correct blank number cells that should display a 0:
- [Column]+0

- Combine columns:

- [Column]+[Column]

- Formula for "contains":
- IIF(InStr(1,[Column], "What you're checking if it contains", 1)<>0, "Output if it does contain", "Output if it doesn't contain")

- Put installment (or decision date, payment date, etc.) into correct fiscal year:
- IIF(Month([Installment Due Date])<7,Year([Installment Due Date]),Year([Installment Due Date])-(-1))
- The "7" in the formula above indicates the month. In this example, 7 for July.

- IIF(Month([Installment Due Date])<7,Year([Installment Due Date]),Year([Installment Due Date])-(-1))

- Rename values (e.g. to create anonymous labels for evaluators in the report):