Calculated field in an Export

Pam Gealy

I'm creating an export with 3 columns (by constituent)

this FY for a specific group of funds

last FY for a same group of funds

This FY Overall


This is all working well.  However, the user takes the results and adds her own columns for analysis.  Difference between column 1 and 2.  Difference between column 1 and 3...etc.


Can I add my own 'calculated field' on the export OUTPUT screen, so that she doesn't have to manually do this once the data is in Excel?


(new to RE...appreciate the help!)

John Heizer

Unfortunately, no.  But there are lots of ways automate the process in Excel.

Melissa S Graves

Not in an export - but this could be done by creating a custom crystal report. The resulting report would be a .pdf and not excel however and converting it to excel would be ugly. There are benefits to it being a .pdf (can't be edited) but there are also drawbacks (it can't be edited) - see the dilemma! :-)

Marie Stark

I have created a number of Crystal report that I export to Excel. The trick is to use as little formatting as possible.

It doesn't look pretty, but that doesn't matter if the report will only be used in Excel.

Joshua Bekerman bCLO bCRE

As already mentioned there are ways to do this in Excel and Crystal Reports.  Setting up a macro in Excel is probably your best option, unless you know Crystal Reports (or have someone on staff or can hire someone that does).  A Crystal Report report could be created so it can be exported to Excel or a csv file with no need to reformat.  I've created a few reports that I use to manipulate data and create RE import files.  


Also, PDF can be edited if you have Adobe Acrobat Pro (or other PDF editing software).