Adding row numbers to reports

Row numbers are useful for sequentially identifying each row in a table. You can use a calculated field and an advanced function to add sequential row numbers to your report.

Permissions

Only Report Admins and Report Writers can add row numbers to reports.

Create a calculated field

  1. From the Launchpad home page (www.highbond.com), select the Reports app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Reports app.

  2. Open a report and navigate to the Data tab in Report Builder.
  3. At the bottom of the data fields list, click Create Calculated Field .

    The Calculated Field dialog box opens.

  4. Next to Calculated Field Name, enter Row.
  5. Next to Formula Type, select Simple.
  6. Next to Resulting Field Type, either leave as Auto Detect or select some other option from the dropdown list.
  7. Leave Search blank, specify 1 in the next field, and click + Add:
  8. Click Save.

    Result A Calculated Fields folder is automatically created in the data fields list, and the newly created calculated field is added to the folder.

Add the calculated field to a report

  1. Open the Calculated Fields folder in the data fields list.
  2. Drag the calculated field as the first column in the report.

    Result The calculated field is added to the report.

Apply an advanced function to the field

  1. Click the down arrow beside the calculated field, and select Advanced Function.
  2. In the Analysis category, select the Accumulative total advanced function.
  3. Click Save.

    Result The advanced function is applied to the calculated field.

Add remaining fields to the report and apply final formatting

  1. Add any remaining fields to the report.

    You can drag fields from the data fields list to the Columns and/or Rows lists.

  2. In the formatting toolbar, click Column Formatting.

    The Column Formatting dialog box opens.

  3. Select the Running total of Row field from the Columns list, and specify the following field values:
    • Display Row
    • Format Numeric
    • Decimal Places 0
    • Rounding Round Half Up
    • Thousand Separator On
    • Show Field On
    • Suppress Duplicates Off
  4. Click to close the dialog box.

    Result Sequential row numbers display in the first column of your report: