Conditional

Description

Allows for "If/Then/Else" logic to be used to produce a true or false result.

Calculation Editor

If

Field Criteria Filter or Chain Required
Column Value Input Literal (utilize valid filter syntax) Filter ✔
Note

The Chain option allows AND or OR criteria to be added if advanced condition logic needs to be met in the calculation. If two rows of filters are included in the IF section, they are assumed to be joined by an AND criteria automatically.

Then

Input Input Field Required
Value if true Column or Literal
Multiply by Column or Literal
Add Column or Literal
Value if false Column or Literal
Multiply by Column or Literal
Add Column or Literal
Treat empty as BLANK Check Box

Remarks

  • The caption of the conditional will be the same as the grid column mapped to the 'Value if true' setting. If it is a literal, the caption will be the text of the literal.
  • Treat empty as BLANK indicates that if the criteria is blank the condition is effectively ignored. If checked, the value must match blank for it to be true.
  • Conditional calculations can be easily converted to Formulas, making it easier to implement more advanced logic like nested if statements.
  • The Replace Calculation is a great use of conditional logic as well.
  • There are certain Trend Wizards that utilize the conditional calculation to produce the desired output. See Turn Row Values into Column Values.

Example

Let's say you want to conditionally label a row as "High Priority Check" when the Gross Amount for a customer is above $10,000.

  1. Select Design > Calculations > Conditional
  2. Fill in the criteria:
    1. If:
      1. Field = Gross Amount
      2. Criteria = > 10000
    2. Then:
      1. Value if true = High Priority Check (this is a literal value)
      2. Value if false = <BLANK> (there should be nothing here - a blank literal value)

  3. Ensure the Type of calculation is set to String

    Note

    Default return type for a conditional is a decimal. While this is more frequently used, the example here demonstrates a need for the return type to be changed to string.

  4. Select Save and Close

  5. View output - Confirm that any gross amount records greater than $10,000 have a value of "High Priority Check"