Create and edit dataset fields in Bold Reports®

The Fields option in the Bold Reports® Web Report Designer creates a new field when the required information is not directly available in the retrieved dataset. You can also change the column names of the existing fields in the dataset.

Refer to the Create Data section to create data in the report designer first.

How do I create a calculated field?

You create a calculated field from the Fields dialog of a dataset in the Bold Reports® Web Report Designer.

  1. Select the data in the DATA panel to which you want to add fields. Data item menu icon
  2. Click the highlighted icon shown in the previous image. The context menu opens with a list of options. Data context menu
  3. Click the Fields... option in the menu. The Fields dialog lists the available fields in the selected dataset. Open field dialog
  4. To create a new calculated field, click the Add button and choose Calculated Field in the menu. Add calculated field
  5. In the Field Name text box, type a unique name for the field. Calculated field name
  6. In the Field Source text box, enter the static value directly or set an Expression for the field. In this example, the =Month(Fields!OrderYear.Value) expression is assigned to the OrderMonth field. Set value for calculated fields
  7. Click the OK button. The newly added field is listed under the respective dataset. Field updated under dataset

The expression for a calculated field cannot contain aggregates and the field name must be unique in the dataset.

How do I set an expression?

You set an expression for a calculated field from the square icon next to the field in the Web Report Designer Fields dialog. Follow steps 1 to 5 to create the calculated field first.

  1. To edit or create an expression for the calculated field, click the square icon and select Expression. expression-icon-shown
  2. The Expression Builder opens. open-expression-dialog

    To learn more about handling expressions in the report designer, refer to the Expressions section.

  3. Provide the required expression and click the OK button. open-expression-dialog
  4. Check the icon color. The icon appears in Black color when the expression is applied to the dataset field. set-expression

How do I reset an expression?

You reset a calculated field expression from the same square icon in the Web Report Designer Fields dialog.

  1. To reset an expression, click the square icon and select Reset. Select filter reset expression
  2. Check the icon color. The icon appears in White color after the reset action. After reset expression

How do I create a query field?

You create a query field from the Fields dialog of a dataset in the Bold Reports® Web Report Designer. A query field takes its source from an existing field on the dataset.

  1. Select the data in the DATA panel to which you want to add fields. Data item menu icon
  2. Click the highlighted icon shown in the previous image. The context menu opens with a list of options. Data context menu
  3. Click the Fields... option in the menu. The Fields dialog lists the available fields in the selected dataset. Open field dialog
  4. To create a new query field, click the Add button and choose Query Field in the menu. Add query field
  5. In the Field Name text box, type a unique name for the field. query field name
  6. In the Field Source text box, enter the name of an existing field on the dataset. query field name
  7. Click the OK button. The newly added field is listed under the respective dataset. query field name

How do I delete a field?

You delete a dataset field in the Web Report Designer by clicking the Delete icon in the right corner of its row in the Fields dialog.

Remove fields

How do I change a field name?

You rename an existing dataset field in the Fields dialog of the Web Report Designer. When you open the dialog, it lists the available fields in the respective dataset.

Field dialog

To change an existing field name, modify the name in the first text box of the respective row and click the OK button.

Field dialog

The field name is then updated in the dataset collection and in the list view.

Field dialog

Frequently asked questions

Can a calculated field expression contain aggregates?

No. In the Bold Reports® Web Report Designer, the expression for a calculated field cannot contain aggregates, and the field name must be unique in the dataset.

What is the difference between a calculated field and a query field?

A calculated field uses a static value or an expression as its source. A query field uses the name of an existing field on the dataset as its source.

See also