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 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).
To call a parameter, enter its name between ‘@’ signs. Parameters can be used in functions or alone in a cell following an ‘=’ sign.
NOTE. Parameters are case sensitive (pageNumber is not the same as pagenumber). Parameter names should not contain the ‘@’ symbol.
To use a Data Field as part of a function, enter the name between curly brackets
Ex. {Orders.OrdersID}
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.
Formulas can either be entered in the Formula Editor or manually keyed into cells.
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.
To manually add formulas: