When you want to aggregate several fields in Workfront and display that aggregate value in a new field, you can do so by building the following:
- A Calculated Custom Field in a Custom Form
For more information about adding a Calculated Custom Field to a Custom Form, see the "Creating Calculated Custom Fields" section in the "Using Calculated Custom Data" article.
- A Calculated Column in a View
For more information about using calculations in a View, see the "Using Text Mode in Views" section in "Understanding Common Uses of Text Mode."
Although you use text mode to build both Calculated Fields and Calculated Columns, the syntax for building them differs. Refer to the articles listed above to learn how to build Calculated Fields and Calculated Columns.
You can use the same calculations in both Calculated Fields as well as a Calculated Column. However, depending on what your purpose for these calculations is you might want to consider building one versus the other.
- When you want to group the aggregated results in a report or you want to show this information in a chart.
- When you want to aggregate the data beyond the aggregation that is calculated in the field.
- When you are not concerned about the timeliness of the data, as data is not updated and it might change over time.
- When you want real time data to be available on a report.
Calculated Views are always fresh because the calculation is made when the report is run or the view is applied.
- When you have no plans to group by aggregated results nor use this information in a chart.
- When you do not plan to aggregate the data beyond the aggregation that is calculated in the column (data can be aggregated only once).