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Formula Editor Dialog Box

You can use the Formula Editor dialog box helps to write a formula using the available resources, which may be used generally in Logi Report, as a dynamic formula in the current report, or as a custom aggregation in a business view, or edit an expression using the available resources to control the value of a property. This topic describes the options in the dialog box.

Designer displays the Formula Editor dialog box when you do one of the following:

  • In the Catalog Manager, right-click the Formulas node, select New Formula from the shortcut menu, type a name for the new formula and then select OK, or right-click a formula and select Edit from the shortcut menu.
  • In the Data panel, right-click a formula and select Edit Formula from the shortcut menu.
  • Select <New Formula…> or <Edit Expression...> where a formula list is available.
  • Select Settings in the General tab of the New View Element dialog box or Edit View Element dialog box.

Formula Editor

The following shows all the options that Designer provides in the dialog box. Some of them are not available depending on where you open the dialog box.

Menu

  • File
    • New Formula
      Select to create a formula.
    • New Summary
      Select to open the New Summary dialog box to create a summary.
    • New Parameter
      Select to open the New Parameter dialog box to create a parameter.
    • Import UDF Classes
      Select to open the UDF Classes dialog box to import user-defined formula classes.
    • Save
      Select to save the formula.
    • Save As
      Select to save the formula with a different name.
    • Close
      Select to close the dialog box.
  • Edit
    • Undo
      Select to undo an action.
    • Redo
      Select to redo an action.
    • Cut
      Select to cut the specified text in the editing panel.
    • Copy
      Select to copy the specified text in the editing panel.
    • Paste
      Select to paste the text that you cut or copied in the editing panel.
    • Delete
      Select to delete the specified ted text in the editing panel.
    • Search
      Select to open the Find/Replace dialog box to search for text in the editing panel and replace the found text with different text.
  • View
    • Fields Panel
      Select to show the Fields panel.
    • Functions Panel
      Select to show the Functions panel.
    • Operators Panel
      Select to show the Operators panel.
    • Sort Tree
      Select to sort the functions in the Functions panel and fields in the Fields panel by names.
  • Formula
    • Check
      Select to test the syntax of your formula. If the syntax is incorrect, Designer gives the opportunity to correct the errors.
    • Add Bookmark
      Select to add a bookmark to a specific position.
    • Go to Previous Bookmark
      Select to go to the previous bookmark.
    • Go to Next Bookmark
      Select to go to the next bookmark.
    • Clear all Bookmarks
      Select to clear all of the bookmarks.
    • Comment/Uncomment
      Select to add or remove comments.
    • Add Operators
      Select to add a general operator in the editing panel.
    • Color Converter
      Select to open the color palette to insert the HEX code of a color.
    • Auto Finish
      Select to enable the automatic input of the other part of a sign pair right after you type in the first part when editing the formula.
    • Formula References
      Select to show the formulas that reference the selected UDF function in the Functions panel.
    • Properties
      Select to show the properties of the formula in the Formula Properties dialog box.
      • Data Type
        This property shows the data type of the return value of the formula.
      • Precision
        Specify the precision of the return value of the formula. If the precision is set to 0, all characters of the return value will be displayed; if it is set to N, only the first N characters will be displayed.
      • Scale
        Specify the number of digits to the right of the decimal point for the return value of the formula.
  • Help
    Select to view information about the dialog box.

Toolbar

  • New Formula
    Select to create a formula.
  • New Summary

    Select to create a summary.
  • New Parameter

    Select to create a parameter.
  • Save

    Select to save the formula.
  • Save As

    Select to save the formula as a new formula by specifying a new name.
  • Properties
    Select to show the properties of the formula in the Formula Properties dialog box.
    • Data Type
      This property shows the data type of the return value of the formula.
    • Precision
      Specify the precision of the return value of the formula. If the precision is set to 0, all characters of the return value will be displayed; if it is set to N, only the first N characters will be displayed.
    • Scale
      Specify the number of digits to the right of the decimal point for the return value of the formula.
  • Sort Tree

    Select to sort the functions in the Functions panel and fields in the Fields panel by names.
  • Fields Panel

    Select to show the Fields panel.
  • Functions Panel

    Select to show the Functions panel.
  • Operators Panel

    Select to show the Operators panel.
  • Help
    Select to view information about the dialog box.
  • Use As
    Designer displays the option when you use the dialog box for a dynamic formula. You can use it to specify to use the formula as one of the following view element types: Group, Detail, or Aggregation. When you are creating a dynamic formula, the default value is blank which means that Designer decides whether the formula can be used as an aggregation object; if not, Designer uses the formula as a detail object.
  • Cut button Cut
    Select to cut the specified text in the editing panel.
  • Copy button Copy
    Select to copy the specified text in the editing panel.
  • Paste button Paste
    Select to paste the text that you cut or copied in the editing panel.
  • Delete button Delete
    Select to delete the specified text in the editing panel.
  • Undo button Undo
    Select to undo an action.
  • Redo button Redo
    Select to redo an action.
  • Search button Search
    Select to open the Find/Replace dialog box to search for text in the editing panel and replace the found text with different text.
  • Check button Check
    Select to test the syntax of the formula. If the syntax is incorrect, Designer gives you the opportunity to correct the errors.
  • Add Bookmark button Add Bookmark
    Select to add a bookmark to a specific position.
  • Go to Previous Bookmark button Go to Previous Bookmark
    Select to go to the previous bookmark.
  • Go to Next Bookmark button Go to Next Bookmark
    Select to go to the next bookmark.
  • Clear All Bookmarks button Clear All Bookmarks
    Select to clear all of the bookmarks.
  • Comment/Uncomment button Comment/Uncomment
    Select to add or remove comments.
  • Add Operators button Add Operators
    Select to add a general operator in the editing panel.
  • Color Converter button Color Converter
    Select to open the color palette to insert the HEX code of a color.

Fields panel

This panel displays a list of fields that are available to formulas. Those fields may contain table columns, business view elements, formulas, summaries, parameters, and special fields. Select one field and double-click it to insert it into the editing panel at the insertion point.

Functions panel

This panel displays a list of the Logi Report built-in functions and imported user-defined formula functions that are available to formulas. When you select one function and double-click it, Designer inserts the selected function into the editing panel at the insertion point completely with its required syntax items (parentheses, commas, and so on).

Operators panel

This panel displays a list of the Logi Report built-in operators that are available to formulas. Select one operator and double-click it to insert it into the editing panel at the insertion point.

Formula text panel

You can edit your formula in this panel. There are several ways to work with formula:

  • Select an object from the Fields, Functions, and Operators panels, and then double-click the object, Designer then inserts it in the formula.
  • Type your formula in the editing panel directly.
  • Use the above two methods together.
  • Paste formula text from the text document of other programs.

Designer marks the line numbers of the formula in the left of the panel to help you check it easily.

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