How can I use “Show this step’s records in column blocks” in a Multi-Step Report (MSR) and reference those columns in a Calculated Field?

In Apsona Multi-Step Reports (MSR), the option “Show this step’s records in column blocks” allows you to display multiple related records side by side as separate columns. These columns can then be referenced individually in a Calculated Field to perform logic or formatting across them.

How to configure it:

  1. In your MSR, create or edit a Query Step.

  2. Enable the option “Show this step’s records in column blocks.”

  3. Add a Calculated Step after the query step.

How to reference the column-block fields:
You can reference each column by numbering the step name, for example:

[{!Opportunities 1.Opportunity.Name}, {!Opportunities 2.Opportunity.Name}]

.filter(function(aValue) { 

  return aValue != null && aValue != ""; 

})

.join(" | ")

What this does:

  • Pulls values from multiple column blocks (e.g., Opportunity 1, Opportunity 2).

  • Filters out blank or null values.

  • Joins them into a single, readable string (e.g., separated by “ | ”).

When the report runs, the Calculated Field can process values from multiple columns and present them in a single field, making the data easier to analyze and visualize.
Using column blocks with Calculated Fields allows you to work with multiple related records in one row, which is especially useful for reporting and improving data readability in MSRs.