Building Formulas
Creating Formulas Using Formula Builder
To use Formula Builder:
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From any view, click Forecast Method.
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Select Freeform, and then click Build.
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In Formula, add accounts and functions, and insert operations. See:
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Click Apply, and then OK.
Adding Accounts
To enter accounts:
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From any view, click Forecast Method.
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Select Freeform, and then click Build.
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Select Account.
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In Formulas, enter accounts.
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Filter by account group by selecting a group from Filter .
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Specify a Match Type option:
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Contains—Filter accounts by name
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Starts with—Filter accounts by first letter of name
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Double click to select accounts.
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Click OK.
Inserting Functions
To build functions into formulas:
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From any view, click Forecast Method.
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Select Freeform, and then click Build.
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In Names, select a function.
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In Names, double-click a function.
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In Examples, double-click an example to build your formula using the sample syntax.
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Click Formula to enter functions.
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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:
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From a freestyle report, access Build Time Formula.
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In Formula, create time formulas by inserting operators and double-clicking functions. See:
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Optional: Select Show User Labels to display user-defined time periods.
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Click OK.