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Adaptive Planning
Use the Formula Assistant

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

  1. Open the Formula Assistant:
    • From sheets, click the
      Formula Assistant
      button in the toolbar.
    • From custom calculation in reports, right-click the element and select
      Formula Assistance
      .
    • For calculated accounts and shared formulas, click the
      Formula Assistant
      link in the settings.
  2. Click an account or column from the
    Account
    section on the left.
    When you select an account, the account name and code appears in the
    Account Term Modifiers
    section. 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 the
    Account Term Modifiers
    section.
  3. (Optional) From the
    Account Term Modifiers
    section, 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.
  4. Click the green check mark.
    The account term moves to the
    Formula
    section.
  5. Select formula functions.
    Click the buttons along the top to add to common functions to the
    Formula
    section.
    Or, use the
    Function
    drop-down menus and click
    Insert into Formula
    .
  6. 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 (|).