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Administrator Guide
Last Updated: 2024-03-22
Configure Calculated Fields with True/False Condition

Configure Calculated Fields with True/False Condition

Security:
Custom Field Management
 domain in the System functional area.
You can configure the calculated field to:
  • Return
    True
     or
    False
     based on boolean conditions.
  • Use an indexed report data source and indexed field conditions to optimize report performance. When indexing the calculated field, the report can run faster for filtering for all report types except composite and simple.
When using multiple filter conditions, we recommend that you use parenthesis to separate the OR and AND conditions. Example:
You want to filter for items that meet condition A and either condition B or condition C:
  • To ensure that the report includes items that satisfy condition A, and also meet either condition B or condition C, use this expression: "A AND (B OR C)".
  • If you omit the parentheses and use the expression "A AND B OR C", the reports interprets this as "(A AND B) OR C" and includes items that satisfy both conditions A and B, or items that satisfy condition C. The results is significantly different from what you intended.
Assuming:
  • A = Location is Paris
  • B = Department is Sales
  • C = Job Family is Marketing
With "A AND (B OR C)", the report displays all workers in Paris who are either in the Sales department or the Marketing job family. With "(A AND B) OR C", the report displays all workers who are both in Paris and in the Sales department, plus all workers in the Marketing job family, regardless of location. The number of items in the result is much larger than expected.
  1. Access the
    Create Calculated Field
     task.
  2. Select
    True/False Condition
     from the
    Function
     prompt.
  3. As you complete the
    Calculation
     tab, consider:
    Option Description
    Field
    Available options depend on the business object that you select.
    Operator
    Available options depend on the
    Field
     that you select.
    Comparison Type
    Specify whether to compare the
    Field
     to another field or to a value you enter.
    Comparison Value
    Select a comparison field or enter the value to compare to the
    Field
    .
You can use the true/false condition calculated field to indicate if a worker:
  • Enrolled in a Health Savings Account.
  • Has less than a year of service.
  • Has withholding orders.
  • Is highly compensated.
  • Received a signing bonus that you need to recover if the worker terminates.
You can configure the calculated field to evaluate the compensation and management level of workers in your company.
Field
Value
Business Object
Worker
Field
Management Level
Operator
in the selection list
Comparison Type
Value specified in this filter
Comparison Value
1 Board of Directors
2 Chief Executive Officer
3 Executive Vice President
4 Vice President
5 Director
On the second row, add:
Field
Value
And/Or
Or
Field
Total Base Pay Annualized - Amount
Operator
greater than or equal to
Comparison Type
Value specified in this filter
Comparison Value
155000
When you add the calculated field to a report, the results yield
Yes
 for high compensation when an employee's total pay is $200,000 or their management level is as a Director or higher.