If you don't have your BidTable template created yet, click here.
If you've already created your template, then by default, there is a calculated column already in your BidTable template called "total cost".
Go to the BidTables section and click Actions → Edit to open and view it:
If you don't see the Edit option, you may have already mapped your BidTable as an item of Requested Information (more on that in this article "I can't edit my BidTable after creating it").
When adding a new calculated column you can choose between three options:
Visible calculated columns (can only refer to other visible values)
Hidden calculated columns (can reference any values ie. hidden or not)
Hidden Vendor Value columns. Please note that you can only add Vendor Values after your project has closed and there is a minimum of one vendor submission. If you'd like to learn more about Vendor Values click here.
For this example, we'll add a discount component to our existing formula.
In this example, we are going to create a visible vendor column. In the BidTable edit screen click Add Column and select Vendor Column:
We're going to create a new Vendor column called "Discount" and assign it a Currency format. The "order #" defines the location of the column under vendor columns:
Now we're ready to customize our calculated column. Under the Total Cost column you would click on the Edit icon:
This will cause the Edit Calculated Column window to pop up. From here let's observe the default formula for the total cost column. Note under the Formula Builder section we can now modify and change the formula to our liking:
The blue tags that define each vendor/purchaser columns are clickable and can be used to add values into your formula.
NOTE: the formula builder uses standard BEDMAS operations. If you input any invalid characters you will see "Invalid formula" under the Preview header.
Next we are going to modify the formula under Formula Builder by adding the minus "-" and clicking on . Once we've modified our formula, it should appear as follows:
On the right side of the window there is an Example section where you are able to test out your new Calculated Column with its custom formula:
Whether you are adding a hidden or visible calculated column you will be able to modify the calculation in the same way as the example shown.
If you have any questions about the article above, please email [email protected].