## What are formulas?

Formulas allow you to do calculations, parse strings, insert images, and much more. Formulas are the composition of functions, parameters, Data Fields, and references to other cells.

# Functions

Functions must begin with an ‘=’ sign. You can use more than one function in each cell. Additionally, there are logical functions that allow for if/then/else conditional statements. Function types include date, financial, informational, logical, mathematical, statistical, textual and data driven.

NOTE. Function names **are not** case sensitive (aggSum is the same as AggSum).

For a complete list of functions, including description, remarks and examples, refer to List of Functions.

# Parameters

To use a parameter in a formula, enter its name between ‘@’ signs. Parameters can be used as function arguments or alone in a cell following an ‘=’ sign.

NOTE. Parameters ** are** case sensitive (pageNumber is

**the same as pagenumber). Parameter names should not contain the ‘@’ symbol.**

__not__For a list of parameters and their descriptions, see this article. Your administrator has the ability to create additional parameters.

# Data Fields

To use a Data Field as part of a function, enter the name between curly brackets

Ex. {Orders.OrdersID}

# Referencing a Cell

To reference another cell’s value, enter the column name with a capital letter and the row number between square brackets

Ex. [A2].

A cell reference can be used in functions or alone in a cell following an ‘=’ sign.

NOTE. Cell references will update if rows or columns are added or deleted; however, dragging a cell will ** not** update cell references. This may cause errors in your formulas.

# Using Formulas

Formulas can either be entered in the Formula Editor or manually keyed into cells.

## Formula Editor

- Navigate to the
**Report Designer**. - Click in the cell in which you want the formula to appear.
- Click the Formula Editor button ()
- Create the desired formula by selecting the desired functions and clicking the button or drag-and-dropping them into the Summary box.

NOTE. When embedding functions, begin with the outermost function and add them moving inward.Ex. To get =TRUNCATE(SQRT(162)), first add Truncate then the square root function.

- Click
**OK**.

## Manual Formulas

To manually add formulas:

- Navigate to the
**Report Designer**. - Double click in the desired cell.
- Enter the formula.
- Save the report.