Overview

Use the Formula Builder to create freeform formulas to calculate the historical and/or forecast values of input accounts.

Formulas contain:

• Values, that are constants or account numbers

• Mathematical Operators

• Boolean Operators, such as =,=,< >,#OR#

• Account References and Functions to reference periods, account values or percentages

Formulas calculate from left to right. To calculate expressions first, enclose them in parentheses.

Values

To enter a number, enter the number. For example, enter 10 is literally 10.

To enter an account, enter a v with the account number immediately following. Case-insensitive. For example, "V1040.00.000" and "v1040.00.000" refer to the same account.

Mathematical and Boolean Operators

Operation	Description
+	Adds
-	Subracts
*	Multiplies
/	Divides
^	Exponentiation
Use after IF statements:
>	Greater than
<	Less than
>=	Greater than or equal to
<=	Less than or equal to
=	Equal
< >	Not equal
#AND#	Bitwise and
#OR#	Bitwise or

Functions Referencing Account Time Periods

Use the following to reference account time periods:

• vXXXX(argument) —Retrieves account values from another time period. Use absolute or relative period references.

• Absolute periods by specifying the account and then a period in quotes, or a function in brackets. Examples:

  Example	Meaning
  v1030 ( Jan 03 )	Sales in January 2003
  v1030 ( @firstpd )	Sales in the first period

• Relative periods using lead and lag periods. Lead periods follow the current period; lag period precedes the current period.

  Unspecified period types become the current period. Examples:

  Example	Meaning
  v1030( -1M )	Lag one month of Sales
  v1030( +3M )	Lead three months of Sales
  v1030( -4Q )	Lag four quarters of Sales
  v1030( +2Q )	Lead two quarters of Sales
  v1030( -1Y )	Lag one year of Sales
  v1030( +3Y )	Lag three years of Sales
  v1030( -1 )	Lag one of the current period type of Sales
  v1030(+2M)	Lead two months of Sales

Functions For Relative Time Period References

These functions convert time levels. Conversion occurs before other operations:

Table 16-1 Typecasting in Relative Time Period References

Function	Description	Returns	Syntax
@week	Converts to a week	Week	v350.0.001 (-2(@week))
@month	Converts to a month	Month	-v350.0.21 (+2q(@month)) - @input
@qrt	Converts to a quarter	Quarter	v350.000.05(-4y(@qtr))
@half	Six months	Half year	v350.0.001 (-3(@half))
@year	Year	Year	v350.0.18(-18m(@year))