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Formula Editor

The Formula Editor helps you 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. It appears 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 on its shortcut menu.
  • Select the <New Formula‚Ķ> or <Edit Expression...> item where a formula list is provided.
  • Select the Settings button in the General tab of the New View Element dialog or Edit View Element dialog.

Formula Editor

The following lists all the options that are provided in the editor. Some of them are not available depending on where the editor is opened.

Menu

  • File
    • New Formula
      Creates a new formula.
    • New Summary
      Opens the New Summary dialog to create a new summary.
    • New Parameter
      Opens the New Parameter dialog to create a new parameter.
    • Import UDF Classes
      Opens the UDF Classes dialog to import user defined formula classes.
    • Save
      Saves the formula.
    • Save As
      Saves the formula with a different name.
    • Close
      Closes the window.
  • Edit
    • Undo
      Undoes an action.
    • Redo
      Redoes an action.
    • Cut
      Cuts the selected text in the editing panel.
    • Copy
      Copies the selected text in the editing panel.
    • Paste
      Pastes the text that was previously cut or copied in the editing panel.
    • Delete
      Deletes the selected text in the editing panel.
    • Search
      Brings out the Find/Replace dialog. You can then search for text in the editing panel, and replace the found text with different text.
  • View
    • Fields Panel
      Specifies whether to show the Fields panel.
    • Functions Panel
      Specifies whether to show the Functions panel.
    • Operators Panel
      Specifies whether to show the Operators panel.
    • Sort Tree
      Sorts functions in the Functions panel and fields in the Fields panel by names.
  • Formula
    • Check
      Tests the syntax of your formula. If the syntax is incorrect, Logi Report gives the opportunity to correct the errors.
    • Add Bookmark
      Adds a bookmark to a specific position.
    • Go to Previous Bookmark
      Goes to the previous bookmark.
    • Go to Next Bookmark
      Goes to the next bookmark.
    • Clear all Bookmarks
      Clears all of the bookmarks.
    • Comment/Uncomment
      Adds or removes comments.
    • Add Operators
      Specifies a general operator to be used in the editing panel.
    • Color Converter
      A color palette is provided for you to insert the HEX code of a color.
    • Auto Finish
      Enables the automatic input of the other part of a sign pair right after you type in the first part when editing formulas.
    • Formula References
      Shows the formulas that reference the selected UDF method in the Functions panel.
    • Properties
      Shows properties of the formula in the Formula Properties dialog.
      • Data Type
        The data type of the returned value of the formula.
      • Precision
        The precision of the returned value of the formula. If the precision is set to 0, all characters of the returned value will be displayed; if it is set to N, only the first N characters will be displayed.
      • Scale
        The number of digits to the right of the decimal point for the returned value of the formula.
  • Help
    Displays the help document about this feature.

Toolbar

Lists the commands on the toolbar.

  • New Formula
    Creates a new formula.
  • New Summary
    Creates a new summary.
  • New Parameter
    Creates a new parameter.
  • Save
    Saves the formula.
  • Save As
    Saves the formula with a different name.
  • Properties
    Specifies the precision and scale properties of the formula.
  • Sort Tree
    Sorts functions in the Functions panel and fields in the Fields panel by names.
  • Fields Panel
    Specifies whether to show the Fields panel.
  • Functions Panel
    Specifies whether to show the Functions panel.
  • Operators Panel
    Specifies whether to show the Operators panel.
  • Help
    Displays the help document about this feature.
  • Use As
    Available when it is a dynamic formula. It specifies 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 Logi Report will decide whether the formula can be used as an aggregation object, and if not, the formula will be used as a detail object.
  • Cut button Cut
    Cuts the selected text in the editing panel.
  • Copy button Copy
    Copies the selected text in the editing panel.
  • Paste button Paste
    Pastes the text that was previously cut or copied in the editing panel.
  • Delete button Delete
    Deletes the selected text in the editing panel.
  • Undo button Undo
    Undoes an action.
  • Redo button Redo
    Cancels undoing an action.
  • Search button Search
    Searches for text in the editing panel, and replace the found text with different text.
  • Check button Check
    Tests the syntax of your formula. If the syntax is incorrect, Logi Report gives the opportunity to correct the errors.
  • Add Bookmark button Add Bookmark
    Adds a bookmark to a specific position.
  • Go to Previous Bookmark button Go to Previous Bookmark
    Goes to the previous bookmark.
  • Go to Next Bookmark button Go to Next Bookmark
    Goes to the next bookmark.
  • Clear button Clear All Bookmarks
    Clears all of the bookmarks.
  • Comment/Uncomment button Comment/Uncomment
    Adds or removes comments.
  • Add Operators button Add Operators
    Selects a general operator to be used in the editing panel.
  • Color Converter button Color Converter
    A color palette is provided for you to insert the HEX code of a color.

Fields 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

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

Operators panel

Displays a list of the 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

In this panel, you can build and edit your formula. There are several ways to work with formula:

  • Select formula components from the Fields, Functions and Operators panels, and then double-click the components, Logi Report will then insert them 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.

The line numbers of the formula are marked in the left of the panel to help you check it easily.

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