Calculation types
- Last UpdatedAug 11, 2025
- 2 minute read

When creating constraints and alerts it is possible to give the calculation definition a Calculation Type. This is used to categorize the type of constraint or alert and can be used for reporting purposes.
Tip: Filter the list via the Filter menu and configure which columns are shown, and in what order, via the View menu. See the Grids topic for more information.
To add a calculation type:
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Do either of the following:
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Click Add Type in the Calculation Types group of the Home ribbon tab.
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Right-click anywhere in the table and choose Add Calculation Type from the context menu.
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In the Calculation Type Editor dialog box, enter a name for the calculation type, choose a share where to publish it and optionally enter a description.
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Click OK.
To delete one or more calculation types:
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Select the calculation types you want to delete.
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Do either of the following:
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Click Delete Type in the Calculation Types group of the Home ribbon tab.
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Right click on the selected calculation types and choose Delete Calculation Type from the context menu.
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Click Yes in the confirmation dialog.
To edit a calculation type:
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Select the calculation type you want to edit.
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Do either of the following:
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Click Edit Type in the Calculation Types group of the Home ribbon tab.
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Right click on the selected calculation type and choose Edit Calculation Type from the context menu.
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Make your edits in the Calculation Type Editor dialog.
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Click OK.
To create a copy of a calculation type:
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Select the calculation type you want to copy.
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Click Copy Type in the Calculation Types group of the Home ribbon tab.
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In the Copy Calculation Type dialog, make any edits to the name, share and description of the new copy.
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Click OK. The copy of the calculation type is added to the list.