Use the Formula Assistant
Formula Assistant helps you create syntactically-correct formulas. You don't have to manually enter account terms or term modifiers to define your formula.
Steps
- Open the Formula Assistant:
- From sheets, click theFormula Assistantbutton in the toolbar.
- From custom calculation in reports, right-click the element and selectFormula Assistance.
- For calculated accounts and shared formulas, click theFormula Assistantlink in the settings.
- Click an account or column from theAccountsection on the left.When you select an account, the account name and code appears in theAccount Term Modifierssection. We don't recommend that you reference system accounts from cube sheet cells or cube accounts. See FAQ: What's the best way to reference a system account from a cube sheet?.When you select a modeled sheet column, the ROW.ColumnName appears in theAccount Term Modifierssection.
- (Optional) From theAccount Term Modifierssection, use the drop-down prompts to add modifiers for time, levels, custom dimensions, and attribute.You can't select modifiers for modeled accounts that reference columns using the ROW syntax. When you reference a row, the formula uses the modifiers populated for the specific row.
- Click the green check mark.The account term moves to theFormulasection.
- Select formula functions.Click the buttons along the top to add to common functions to theFormulasection.Or, use theFunctiondrop-down menus and clickInsert into Formula.
- Continue to add account terms and functions to complete your formula.
Examples
Formula | Explanation |
|---|---|
ACCT.Personnel.Headcount+ACCT.Actual_Headcount | Adds the values of 2 accounts. |
div(ACCT.4000_Revenue-ACCT.4000_Revenue[time=this-12],ACCT.4000_Revenue[time=this-12]) | Divides the value of 1 account by another account with time modifiers. |
if (FiscalMonth(this)=1,ROW.ExpectedRaise,0) | Uses a logical function to apply and raise on the 1st month of a fiscal year. |
Tip:
When you prepare a formula that includes multiple statements, make sure you place the cursor in the correct location within the Formula area before you click Insert into Formula
or click the green checkmark. Otherwise, you may need to copy and paste to get the statements in the correct order. The cursor appears as a thin vertical bar (|).