What are formulas?
Submitted by admin on Wed, 07/21/2010 - 16:02
A Formula enables you to create a database field whose value is the result of a calculation.
The calculations used in a formula can be simple (add two values) or complex (determine if the profit margin on a particular sale is higher than average based on sales in that region over the trailing 12 months).
Working with formulas in TrackVia is very similar to working with formulas in other applications such as Excel. In this documentation we assume that you have some familiarity with formulas. We focus primarily on providing multiple, diverse examples of applied formulas.
TrackVia provides several types of calculated fields to hold your formulas. Select your type of calculated field based on how you want the result to display (percentage, currency, date, etc.).
click here to go to our article on calculated fields
Problems with your formula? Please read our formula troubleshooting article.
Each formula contains one of the following elements, or any combination of the following elements.
| Item | Examples |
|---|---|
| Field Name | First Name [text field] Revenue [currency field] Next Maintenance Date [date field] |
| Constant | 31 [days] Dear [text salutation] 9/3/2009 [fixed date] |
| Function | average datedif if click here to see a full list of TrackVia's functions |
| Operator |
Math: + - / * ^ |
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