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!AWApr94/Goodies/PowerBase/PBaseDoc/Calculate

This website contains an archive of files for the Acorn Electron, BBC Micro, Acorn Archimedes, Commodore 16 and Commodore 64 computers, which Dominic Ford has rescued from his private collection of floppy disks and cassettes.

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File contents
                        Performing Calculations
                        =======================

There are two mechanisms for performing calculations in Powerbase:-

        (1) Fields which automatically calculate and display a value derived
            from other fields.
        (2) Calculations performed on a column in a report.

Self-calculating fields
=======================
Fields defined to be of 'Calculated' type display a numeric result derived
from other fields in the record. When the mouse pointer is moved over
such a field it changes into a shape resembling a pocket calculator. Fields
of 'Composite' type perform a similar function but display a textual "value"
instead of a number. In this case the mouse pointer changes into a large
"plus" sign. It isn't possible to type data directly into either of these
special types of field. The latter do not, strictly, involve "calculations"
at all but because 'Composite' and 'Calculated' fields work in the same way
it is convenient to deal with them together.

It is possible to write your own functions in Basic and make use of them in
'Calculated' and 'Composite' fields. The system variable TIME$ is also
useful in this connection.

'Calculated' fields
-------------------
Click MENU over the field to bring up the 'Field' submenu and move right
over the fourth choice ('Calculations'). You must have 'Manager' access
rights in order to do this, otherwise the menu option is shaded. A dialogue
box appears into which you can type the formula to be used to calculate the
value of the field.

Suppose we have four normal numeric fields whose tags are No1, No2, No3 and
No4 and a Calculated field called AVGE. The dialogue box will initially show:

                         AVGE=

Complete the formula so that it reads: AVGE=(No1+No2+No3+No4)/4 and click
on 'OK' or type RETURN. From now on, whenever any of the numbers in No1,
No2, No3 and No4 are entered or altered the contents of AVGE will be updated
in accordance with the formula. To make formula entry easier, the dialogue
box works like the Match window i.e. clicking on a field in the main window
whilst the dialogue box is open causes the tag of the field to be copied
into the formula.

The default setting is such that entering or altering a formula affects only
those records which are added or altered after the formula entry/change. The
changes can be made retrospective by setting the option button on the 
formula entry window. On clicking OK you will then be asked to confirm that
you want previous records to be made consistent with the formula you have
just entered. Changes affect the current subfile only, but can be easily
implemented in other subfiles by changing to the required subfile, calling
up the formula entry window, selecting the option button and clicking OK.

You might think that this process is only applicable to numeric fields, but
you would be wrong! A non-numeric field may be specified in the formula IF
it is linked to a validation table. To be of any use there must be  numeric
data in the column of the validation table immediately following the one to
which the field is linked. (See 'Validation' for a description of
validation tables and field-linking.) Suppose, for example, we have fields
in a student record for A-level exam grades, the field tags being A1, A2,
A3, A4. The grades are non-numeric but they map onto the numeric "points
system" which universities use to control entry. The relationship of grades
to points is as follows:-
                         Grade          Points
                         =====          ======
                           A              10
                           B               8
                           C               6
                           D               4
                           E               2

A validation table could be set up with the grades in column 0 and the
equivalent points in column 1. Each of fields A1-A4 would be linked to
column 0. A further field of type 6 (Calculated) would be created to hold
the points score. Let's suppose this has the tag PTS. Use the method given
above to associate this field with the formula PTS=A1+A2+A3+A4. From now on
entering or changing the letter grades in A1-A5 will cause the points score
to be updated in PTS.

A further feature of Calculated fields is their use with Time fields (by
which we mean editable Time fields in the 'Data' class, not the current time
of day field provided in the 'Stamp' class (see below). If the tag of such a
field is included in a calculation formula it will be converted into
seconds. Thus a Calculated field (DIFF) could use two Time fields, TIM1 and
TIM2, in the formula DIFF=TIM1-TIM2 and Powerbase would keep DIFF updated to
show the difference in seconds between the two times. 

'Composite' fields
------------------
Click MENU over the field to bring up the 'Field' submenu and move right
over the fifth choice ('Combine fields'). You must have 'Manager' access
rights in order to do this, otherwise the menu option is shaded. A dialogue
box appears into which you can type the formula to be used to "calculate"
the value of the field. Formula entry is similar to that for 'Calculated'
fields except that only string operations are allowed. The one most
frequently used will be '+' but you may use the BASIC statements LEFT$,
RIGHT$ and MID$, as well as literal strings. 

As an example of use you might have three fields in a database called SNAM,
FNAM and MNAM for surname, forename and middle name. Addressing letters
requires another field containing just the first two of these, but in the
reverse order. You could therefore define a 'Composite' field called NAME
and enter the formula:
                         NAME=FNAM+" "+SNAM

Note the use of a literal string to place a space between the names.

Composite fields, like Calculated fields, may be used in conjunction with
Time fields to perform genuine "clock arithmetic". Referring to the example
above, using DIFF=TIM1-TIM2, if we attached the formula to a Composite
field the latter would show the difference in hours, minutes and seconds.
The method can be extended to jobs such as averaging times, e.g. with a
formula such as AVE=(TIM1+TIM2+TIM3)/3.

As with 'Calculated' fields updating occurs after editing a field whose tag
appears in the attached formula. Thus NAME would be updated after changes to
FNAM or SNAM and DIFF after changes to TIM1 or TIM2. You can, however, have
'Composite' fields which make use of the Basic system variable TIME$. Thus a
fied DAY could be linked to the formula DAY=LEFT$(TIME$,3) to make it show
Mon, Tue etc. No field tags are referred to in the formula so when does DAY
get updated? The answer for this, or any other 'Composite' field using
TIME$, is that updating occurs immediately before displaying the record so
that the information is correct at that time.

User functions
==============
These are functions, written in Basic, which accept field tags as parameters
and can be included in the calculation formulae of self-calculating fields.
All such functions must return only their principal value - RETURN variables
in the parameter list aren't allowed. The name of each function must begin
with an upper-case 'U', e.g. FNUaverage. This is to avoid duplication of
function names which already appear in Powerbase.

All the user functions to be used by a database must be included in a Basic
program called UserFuncs which is stored in the database directory (not in
the Powerbase directory). When the database is opened UserFuncs will be
loaded as a LIBRARY and Powerbase can call the user functions just as
readily as on its own functions.

The distribution disc includes a UserFuncs file containing two examples of
user functions kindly submitted by David Lenthall. Users are invited
to submit other user functions for possible inclusion in the function
library. FNUnow (which takes no parameters) operates on the value of TIME$
from the real-time clock and returns a string containing the current date in
form DD-MM-YY. A record design could include a field of 'Composite' type, at
least eight characters long and tagged as, for example, DATE. Associating
the field with the formula DATE=FNUnow would cause the field to display the
current date at all times.

The second function, FNUageinyrs accepts two parameters, each of which
should be the tag of a field which holds a date in DD-MM-YY format, and
returns the difference between the dates to the nearest year. The first date
should be the earlier of the two. If your record design has a field for Date
of Birth (let's call its tag DOB) you can use this function together with
FNUnow to make a 'Composite' field (AGE) display a person's age in years by
using the formula AGE=FNUageinyrs(DOB,FNUnow).

Considerable care is needed in constructing user functions since it is very
easy to make Powerbase generate errors. In particular you must avoid giving
a function a name which is the same as a field tag, or even one which
contains a field tag as a substring. The two functions described could not,
for instance, be used in a database which had a field tagged as "now" or
"age", although "NOW" and "AGE" could be used.

'Calculated' and 'Composite' fields are normally updated when changes are
made to the fields whose tags appear in their calculation formulae. If a
formula contains a user function then the field will be updated after
changes to those fields whose tags appear in the parameter list of the
function.

The previous discussion of 'Composite' fields referred to the fact that they
are updated after altering fields whose tags appear in the calculation
formula or, in the case of those using TIME$, immediatly before display.
There is a slight problem in that user functions may use TIME$ without it
appearing in the parameter list of the function - FNUnow is an example of
this. The field AGE in the example given above will only be updated when DOB
is edited. In other words it will show the person's age at the time you
enter his/her date of birth but won't automatically change it a year later.
To make the change automatic you could introduce TIME$ as a parameter in
FNUnow, i.e. make it FNUnow(TIME$) even though the function doesn't need it.
As soon as Powerbase sees TIME$ in the formula it will update AGE. The same
trick of introducing TIME$ as a "dummy" parameter can be used for any user
function associated with a field which you want updating immediately.

'Stamp' fields
--------------
Although not used to perform calculations or string operations mention will
be made here of this special class of field since, like 'Calculated' and
'Composite' fields, they are non-editable and Powerbase maintains their
contents automatically and distinguishes them by changing the pointer to a
"#" symbol. The contents of such a field may be any of the following:-

        (1) the record number in the database file
        (2) a unique number for each record obtained by counting upwards
            from a user-specified base value
        (3) the time of day when a record was first entered
        (4) the date on which a record was first entered. This may be in
            any of the following forms:

                (a) Sun,01 Aug 1993
                (b) 01-08-93
                (c) 01-08-1993

        (5) the date and time at which a record was first entered.
        (6) the day on which a record was first entered. This may be either
            day of week (e.g. Tue) or of month (e.g. 24).
        (7) the month in which a record was first entered. This may be
            either a string (e.g. Oct) or a number (e.g. 10).
        (8) the year in which a record was first entered
        (9) the date and time at which a record was last altered
       (10) a sprite such as a company logo which appears on every record

When creating a field of type (2) you will observe that the fill-in field
labelled 'Numeric min' becomes active. This is to allow you to enter the
base address for the sequence number. Suppose, for example, you want each
record to have a number from, say, 4000 upwards which remains attached only
to the record to which it was originally assigned. To achieve this enter
4000 in the 'Numeric min' box when creating the field. The first record
entered in the new database will then be given sequence number 4000, the
next will be assigned 4001. Deleting the second record and inserting a new
one gives the new record the number 4002 and leaves the database without a
record with sequence number 4001. Thus the contents of such a field always
indicate the order in which records were initially entered.

Fields which display the record number (1) will also indicate the order of
entry until you delete a record and insert a new one. When a record is
deleted (i.e. with the "dustbin" button, not merely moved to another
subfile) its record number is released and will be reused by the next new
record.

Displaying a logo on each record 
--------------------------------
The sprite for the logo should have a name not more than four letters long
and should be included in a sprite file called 'UsrSprites'. This file is
placed inside the database directory. When designing the screen select the
'Logo' type from the 'Stamp' class of fields and use the name of the
required sprite as the tag. When the database is in use the sprite will
appear on every record, provided the UsrSprites file is in place. If not
then the field will appear as a rectangle which is empty apart from the name
of the missing sprite.

You may use several logos on the screen at the same time. All the sprites
must be present in UsrSprites.

All 'Stamp' fields (except 'Logo') may be included in a report. They may
also be indexed.

Calculations on a column of a report
====================================
There is an option on the 'Print' submenu called 'Numeric fields' which
leads to a dialogue box listing all the fields (if any) in the record which
are of type 3 ('Number') or 6 ('Calculated'). Associated with each field are
four check boxes headed 'Count', 'Sum', ''Average' and 'Standard deviation'.
These boxes are shaded until a field is included in a print selection. They
then become "live" and any or all of them may be chosen by clicking with
SELECT. The information requested is then added to the list footer when
printing takes place.


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00000030  20 20 20 20 20 20 20 20  20 20 20 20 20 20 20 20  |                |
00000040  20 20 20 20 20 20 20 20  3d 3d 3d 3d 3d 3d 3d 3d  |        ========|
00000050  3d 3d 3d 3d 3d 3d 3d 3d  3d 3d 3d 3d 3d 3d 3d 0a  |===============.|
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00000160  66 69 65 6c 64 73 0a 3d  3d 3d 3d 3d 3d 3d 3d 3d  |fields.=========|
00000170  3d 3d 3d 3d 3d 3d 3d 3d  3d 3d 3d 3d 3d 3d 0a 46  |==============.F|
00000180  69 65 6c 64 73 20 64 65  66 69 6e 65 64 20 74 6f  |ields defined to|
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00000640  73 20 77 68 6f 73 65 20  74 61 67 73 20 61 72 65  |s whose tags are|
00000650  20 4e 6f 31 2c 20 4e 6f  32 2c 20 4e 6f 33 20 61  | No1, No2, No3 a|
00000660  6e 64 0a 4e 6f 34 20 61  6e 64 20 61 20 43 61 6c  |nd.No4 and a Cal|
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000006b0  0a 0a 20 20 20 20 20 20  20 20 20 20 20 20 20 20  |..              |
000006c0  20 20 20 20 20 20 20 20  20 20 20 41 56 47 45 3d  |           AVGE=|
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00000700  6f 31 2b 4e 6f 32 2b 4e  6f 33 2b 4e 6f 34 29 2f  |o1+No2+No3+No4)/|
00000710  34 20 61 6e 64 20 63 6c  69 63 6b 0a 6f 6e 20 27  |4 and click.on '|
00000720  4f 4b 27 20 6f 72 20 74  79 70 65 20 52 45 54 55  |OK' or type RETU|
00000730  52 4e 2e 20 46 72 6f 6d  20 6e 6f 77 20 6f 6e 2c  |RN. From now on,|
00000740  20 77 68 65 6e 65 76 65  72 20 61 6e 79 20 6f 66  | whenever any of|
00000750  20 74 68 65 20 6e 75 6d  62 65 72 73 20 69 6e 20  | the numbers in |
00000760  4e 6f 31 2c 0a 4e 6f 32  2c 20 4e 6f 33 20 61 6e  |No1,.No2, No3 an|
00000770  64 20 4e 6f 34 20 61 72  65 20 65 6e 74 65 72 65  |d No4 are entere|
00000780  64 20 6f 72 20 61 6c 74  65 72 65 64 20 74 68 65  |d or altered the|
00000790  20 63 6f 6e 74 65 6e 74  73 20 6f 66 20 41 56 47  | contents of AVG|
000007a0  45 20 77 69 6c 6c 20 62  65 20 75 70 64 61 74 65  |E will be update|
000007b0  64 0a 69 6e 20 61 63 63  6f 72 64 61 6e 63 65 20  |d.in accordance |
000007c0  77 69 74 68 20 74 68 65  20 66 6f 72 6d 75 6c 61  |with the formula|
000007d0  2e 20 54 6f 20 6d 61 6b  65 20 66 6f 72 6d 75 6c  |. To make formul|
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00003520  41 6c 6c 20 74 68 65 20  73 70 72 69 74 65 73 0a  |All the sprites.|
00003530  6d 75 73 74 20 62 65 20  70 72 65 73 65 6e 74 20  |must be present |
00003540  69 6e 20 55 73 72 53 70  72 69 74 65 73 2e 0a 0a  |in UsrSprites...|
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000035d0  3d 3d 3d 3d 3d 3d 3d 3d  3d 3d 3d 3d 3d 3d 3d 3d  |================|
*
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00003650  20 62 6f 78 20 6c 69 73  74 69 6e 67 20 61 6c 6c  | box listing all|
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000036e0  20 62 6f 78 65 73 20 68  65 61 64 65 64 20 27 43  | boxes headed 'C|
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00003720  27 2e 0a 54 68 65 73 65  20 62 6f 78 65 73 20 61  |'..These boxes a|
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000037c0  54 68 65 20 69 6e 66 6f  72 6d 61 74 69 6f 6e 20  |The information |
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000037f0  69 73 74 20 66 6f 6f 74  65 72 20 77 68 65 6e 0a  |ist footer when.|
00003800  70 72 69 6e 74 69 6e 67  20 74 61 6b 65 73 20 70  |printing takes p|
00003810  6c 61 63 65 2e 0a 0a 0a                           |lace....|
00003818