ePACT2 guide

How to create & save a bespoke

Column in ePACT2

Contents
1. / Getting started / page 2
2. / Createan analysis / page 2
3. / Creating a column to perform a calculation / page 4
4. / Changing the data format of a column / page 8
5. / Saving a column / Page 9
  1. Getting Started

Log in to ePACT2.

This will open the homepage.

2. Create an analysis

Select ‘Analyses’.

Select ‘Create Analysis’

The ‘Subject Area’ pane will appear.

Select your required Subject Area.

The ‘Analysis Builder’ will open.

Select the required columns for time period, organisation, items and actual cost.

Add filters to limit the data to a time period and organisation.

  1. Creating a column to perform a calculation.

In this example we are going to create a column showing the total actual cost divided by the total number of items to show the actual cost per item.

Select an additional ‘Actual Cost’ column.

Hover over the ‘cog’ icon for the additional actual cost column.

Select ‘Edit formula’ from the drop down list.

Ensure nothing is highlight within the ‘Column formula’ pane’ and that the cursor is after the formula shown.

Select the ‘divide’ symbol from the task bar.

Ensuring nothing is highlighted in the column formula pane and the cursor is after the divide symbol select the ‘Column’ drop down option from the task bar.

Select the item column.

The column formula shown will be updated with the calculation.

Select the ‘Custom Headings’ option.

Update the ‘Column Heading’ to an appropriate name.

Select ’Ok’.

The new column will now be shown in the analysis.

  1. Changing the data format of a column

An amended column will default to show figures with no decimal places, if a cost column has been created the data format should be amended to show figures with 2 decimal places.

Hover over the ‘cog’ icon for the additional actual cost column.

Select ‘Column Properties’ from the drop down list.

The column properties pane will be displayed.

Select the ‘Data Format’ tab.

Check the ‘Override Default Data Format’ box.

Set the number of decimal place to ‘2’ using the drop down list.

Select ‘Ok’.

  1. Saving a column.

It is possible for users to save a column to their ‘My folder’ area to reuse in future analyses.

Hover over the ‘cog’ icon for the created column.

Select ‘Save Column As’ from the drop down list.

The ‘Save As’ box will open.

Select the ‘My Folder’ area.

Give the column an appropriate name.

Select ‘Ok’.

If presented with a request to ‘Confirm Save Location’ select the ‘Recommended folder’ option. This will ensure the saved column can be used with all functionality in the system.

Select ‘Ok’

The column will indicate that the column is a saved column.

The column will now be available to select within the user ‘My Folder’ area. The column can be clicked & dragged into any analysis created in the same subject area.

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ePACT2 guide_How to create & save a bespoke column v0.2 19/12/2017