Calculation Custom Field Type

The use case is that you create a custom table for storing financial/budgeting type data for a project. You add a number custom field for "Planned Spend" and another number custom field for "Actual Spend". The desire is to have another calculated field named "Spend Delta" that would be derived based on a calculation of "Planned Spend" - "Actual Spend" which would be specified as part of the "Calculation" type properties. Similarly, you might want to have a derived custom field that displays the % of Budget Spent so the custom field properties would allow you to specify the equation is "Actual Spend"/"Planned Spend". 

I used a custom table example but it should be available as a general custom field option. But, it seems especially compelling to be able to perform operations between different fields in a custom table. 

  • Matt Case
  • Dec 16 2016
  • Likely to implement
Release time frame
  • Attach files
  • Wayne Allan commented
    December 30, 2016 10:57

    It would be good also if it had some basic functions such as COUNT(), AVERAGE(), MAX() and MIN()

  • Guest commented
    March 15, 2017 23:53

    I would suggest a % complete based on any numeric entries (beyond budget) for example, the ability to gain the % complete of done requirements mapped under a feature, or ToDos mapped under a requirement.

  • Marc Seaberg commented
    April 13, 2017 16:43

    My use case is to have a calculated field for the feature score. For example, we're planning to use multiple "scorecards" for each feature  - a set of questions around consumer need, a different one for financials, another for strategic fit, etc. Each of these should roll up to a single calculated score.

  • Guest commented
    May 4, 2017 13:42

    I'd like to suggest to have the planned - and actual spend per release/sprint and that those can be summed up to the "total planned spend" or "total actual spend".

  • Bruce Cannon commented
    August 8, 2017 17:45

    In addition to the other excellent comments here, I'd add that a formula field which can reference any other custom field or system field should be available everywhere.  

    As an example, I'd like to have a bubble chart whose bubble's color are determined by a score.  But the bubble color can only take a text value as input.  So, I'd like to work around that limitation by using a formula field for my scorecard's final score, in which the numeric total is used as an offset into a list of text values.  Or simpler, leave the scorecard alone but use it's numeric score in a formula field which does this lookup, and then assign that field as the input to the bubble chart.

  • Devik Lansing commented
    August 9, 2017 18:28

    AGree that we would need operations on custom fields and tables.  We really really need calculated fields in general.

  • Daniel Scudds commented
    August 15, 2017 00:04

    Definitely second this requirement. This functionality is required to generate charts based on the data from lists. 

  • Guest commented
    October 24, 2017 07:12

    Roll up of Product Level information to the Product Line/Portfolio/Company Level. Suppose I am entering the size for a particular Product / Feature then it should roll up to the Product Line or Portfolio or Company level.

  • Jennifer Booker commented
    November 8, 2017 23:09

    It would be nice to have the ability to have logic functions IF and SUMIFS

  • Alex HOFFMAN commented
    November 30, 2017 14:18

    Not having the ability to calculate (particularly subtract, add, and divide) is killing me. I have a lot of fields that need to be divided by other fields or a static number. Without the ability to do calculations in Aha! I'm forced to add these calculations into my source data when importing from our legacy system. Not ideal.

  • Alex HOFFMAN commented
    December 12, 2017 20:07

    I'm buying my team calculators for Christmas so they can do addition, subtraction, and division of a few of their fields in Aha each week.

  • John Seifert commented
    January 10, 2018 17:31

    I totally need this ability.  Support suggest using Pivot tables.  That provides basic functionality, the calculations meant here are needed.  Also, I do not want custom table to make this functionality to work.  This should used on a list view/report.

  • Madeleine Black commented
    April 16, 2018 15:41

    It would be helpful to also be able to access metrics from within scorecards as part of the custom field formula builder. One would then be able to calculate certain values such as "Complexity" which may be made up of a set of metrics within a scorecard vs. Effort which may be made up of another set of metrics within the same scorecard.

  • Julie Edwards commented
    June 29, 2018 14:33

    This would be SO handy!  Please implement this soon!

  • Dan Eisenhut commented
    August 22, 2018 19:32

    Definitely needed!  Please make sure that it handles using a custom text string as a variable when the string includes symbols, such as a percent sign (e.g. "57%").

  • Leanne Miller commented
    September 11, 2018 14:13

    I need this as well and need to be able to create IF statements.   I need to report on whether Ideas are created Internally or Externally.  I would like to create a calculated field that would look at the Submitted by Domain and determine Internal if the domain is our company domain or blank (Ideas created inside of Aha leave that blank) and External if it’s anything else.

  • Matt Grastorf commented
    September 11, 2018 17:09

    Ability to for conditional formulas in custom fields would be great also,  Like If "Release Date" <= Today, Custom Field = "OverDue"