While in the editor of your template you'll want to first choose calculated field to add to your template.

*Note: If you're the company admin you can also create calculated fields within the dataset.

Choose the type of calculation this will be (it defaults to Numeric but can also be done in Currency and Text and will provide different calculation options)

Next, choose the type of calculation you want to do.

With the first field in blue I will select the element from my template in the drop down that I want to add to the equation.

Now to enter in the second field to the equation you'll want to click in the empty cell to the right then choose to either search for a new field to pull into the equation or to enter in a custom value (for example, maybe I want to take the Average Balance field and + 12 I could choose the custom field and then enter 12 in the empty cell to the right of my Average Balance field)

(Example of a custom value entered)

(Example of selecting another element)

You are not limited to only have two fields in a calculation.  After you've created your initial two you can then click on any of the calculation icons to continue adding to your equation.

You can also remove fields from the calculation by clicking on it then clicking on the trash icon.

Once you are done editing all of the fields (title, description, calculations, etc.) click on the create button.


 Calculated fields are a powerful, advanced tool.  It will take some technical knowledge (and definitely patience) to understand it.  If you need help along the way, we are happy to point you to Knowledge Base articles and to provide quick responses.  We also can make ourselves available for web training/help via our consulting services offering (chat with us to find out more). 

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