QuickBooks does not allow for the addition of computed columns.
XpandedReports overcomes computed columns limitations with a series of
wizards that contain embedded help on each screens, which making
learning easy for the novice user, while convenient Excel style formulas
make computed columns effortless for the experienced Excel user.
- Create formulas for text, dates, amounts, and more by adding a
calculated column
- Click on the formula link
- Choose the type of formula to create
- Choose the data needed for the formula
- Save the formula
- There is a test button to make sure the formula is set up properly
- Previously created formulas are available on other reports
Many formulas are available with an easy wizard. Here are just a few example - Use the sub-string
function to extract information from the existing data.
- Create a formula to display only the first three characters of the item
name to create a product line report.
- If-then statements are a great way
to create an exception report: If the amount is greater than $10,000
then display "LARGE SALE."
Note: Most all of the tips and tricks include the actual formula as an example. It is possible to highlight the formula then cut and paste it into a formula field in XpandedReports to jump start the process when creating computed columns.
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