Add a Planning evaluated field

A Planning evaluated field enables you to combine the values of other fields. You can define which source fields to use in the expression and create a formula that inserts the values of the defined source fields.

Guidelines

• When you select source fields for the expression, only source fields that belong to the current reporting point are available.

• You can use custom fields as well as standard fields as the source fields.

• The syntax that can be used in the expression is defined in this Microsoft article on DataColumn.Expression Property.

• As long as a cyclic reference is not created, an evaluated field can reference another evaluated field.

• An evaluated field is able to reference fields that have an Action type of CalendarLookup or TariffLookup.

To add a Planning evaluated field

1. Right-click the Fields folder under the relevant Planning reporting point and select Add Evaluated Field. A new evaluated field appears.

   

2. Rename the field with a meaningful name.

3. Configure the properties. For guidance in configuring the properties, see Planning evaluated field properties.

Related topics

• How to set up Planning

• Add and configure a Planning reporting point

• Add a Planning custom field