This video covers the custom formula functions and operators, along with the fields that are available to build custom formulas.
- [Instructor] Building custom fields is more than just look-ups and and Outline Code text. Let's take a look at some of the functions and options for calculated fields. Let's do this by selecting the Project ribbon and Custom Fields. In the Custom Fields dialogue, I can see I have enterprise level fields since I'm connected to Project Online at the moment. I can also look at project level. Again, enterprise level fields. I'm mostly interested at this point at the text level. So here I have some text, in this case an enterprise field, and two others that happen to be local fields within this project.
Now when you're building fields, you have to decide, do I want this to be for a single project or for multiple projects? And that's where you would pick either an enterprise level, assuming you have a connection to Project Online or Project Server, or you build them local in your project file. In this case, I want to create a new and look at the options for a new field and see what formula options I might have. So I've selected the Text option here under my text fields and I'm going to select Formula.
In the insert area, I can look at all the different places that fields might exist within the application. Cost, Date, Duration, Flag, ID/Code, Number, Project, Text, and of course, Work. Now we've created some custom fields local to our project, so we'll find those under the Custom Text option. And again, there are the two custom fields for this particular project. If you're connected to Project Online, you'll have Enterprise Custom fields.
And in this case, I have a Health and a Project Departments field. I can also insert functions within a formula. Here I can have Conversions, from either date conversions or minute or month conversions, as well as date and time options, where I might analyze a particular date to see if it has a certain value for it. Lastly, I might have IIF statements, Numeric, Switch statements. Again, all of which we'll look at as we continue through this chapter.
And of course, Math and Project level options, and lastly, some Text level, depending on whether I want to analyze a text string or not. All of these functions are built into the application. Now you also have some operators here. To sum or concatenate items, use a plus sign to perhaps add two text fields together, maybe an and statement, perhaps, where you want to concatenate two text fields, or other things that you might use.
Greater than, less than, not equal to. And of course, AND, OR, or NOT. So there are operators within the application as well as fields and functions for you to choose from. There's numerous things to pick from, and let's get started with doing that. So I'm going to clear out my text formula that I've created and press cancel, and I'll press cancel again.
Note: This course was designed in collaboration with Bonnie Biafore.
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- Touring custom field categories
- Working with enterprise fields
- Creating lookup tables
- Choosing custom fields
- Using custom fields to edit built-in fields
- Importing fields and formulas
- Creating formulas to edit text based on other fields
- Creating graphical indicators
- Choosing effective indicators
- Importing indicator criteria