Version 2021

Create and Edit Derived Elements for a Report

You can create or edit standalone derived elements for a project. Use these derived elements in your reports within the same project.

The Derived Element Editor used in this procedure uses the new Modeling service infrastructure. Make sure the service is properly configured and running before creating standalone derived elements.

Create Derived Elements

  1. Open the Workstation window.
  2. Choose File > New Derived Element.
  3. Select the attribute you want to use to create your derived element.
  4. Click Add New Element.

  5. Choose New List to created a single derived element that is a combination of only attribute elements. All attribute element data is added together to form the metric values for the new group derived element. Drag and drop the attribute elements you want to use to the middle pane.

  6. Choose New Calculation to add attribute elements and derived elements into calculations that define a single derived element. Calculation derived elements are created by defining expressions with a combination of operators, functions, attribute elements, and derived elements. Once a definition is complete, click Validate.

  7. Choose New Filter to create derived elements that use filter qualifications to determine the included or excluded attribute elements. For element filters, the dialog displays the attribute elements.

    For other forms, you can enter specific values that are validated according to the data type of the attribute form selected.

  8. Double-click elements to rename them. Use the icons in the top right of the element list to delete or duplicate them.

  9. Set element Format and Options. You can format in bulk by selecting multiple elements.

  10. If necessary, modify the options and formatting for the All Other element. This element is automatically created when the first derived element is created for an attribute. You cannot edit the All Other element in the Definition pane or delete it individually. However, it is removed when you delete all other derived elements.

  11. Save your derived element.

Edit Derived Elements

  1. Open the Workstation window with the Navigation pane in smart mode.
  2. In the Navigation pane, click Projects and browse to the location of the derived element you want to edit.
  3. Right-click the derived element and choose Edit.