Building Formulas

Creating Formulas Using Formula Builder

To use Formula Builder:

From any view, click Forecast Method.
Select Freeform, and then click Build.
In Formula, add accounts and functions, and insert operations. See:
- Adding Accounts
- Inserting Functions
Click Apply, and then OK.

Adding Accounts

To enter accounts:

From any view, click Forecast Method.
Select Freeform, and then click Build.
Select Account.
In Formulas, enter accounts.
- Filter by account group by selecting a group from Filter .
- Specify a Match Type option:
  - Contains—Filter accounts by name
  - Starts with—Filter accounts by first letter of name
Double click to select accounts.
Click OK.

Inserting Functions

To build functions into formulas:

From any view, click Forecast Method.
Select Freeform, and then click Build.
In Names, select a function.

See Functions Used in Formulas.
In Names, double-click a function.
In Examples, double-click an example to build your formula using the sample syntax.
Click Formula to enter functions.
Click OK.

Building Time Formulas

Use Build Time Formula to define formulas to reference time periods. For example, to reference data for the current and next year, use @basepd:

@basepd(+1(@year))

Note:

Use Time Period to change the base period. See Settings the Time Periods.

To build time formulas: