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Behavior Description Function
Add Time and Date Function Add a specified number of months to a date. Date format depends on your locale. ADDMONTHS
Time and Date Function Add a specified number of years to a date. Date format depends on your locale. ADDYEARS
Aggregate Miscellaneous Function

Aggregate the original line item values from the source module or modules that you selected for your line item subset.

Collects the data from the original line items from one or more modules (module must have a line item subset as a dimension).

COLLECT
Time and Date Function Aggregate between the From and To time periods to sum or average over selected periods. These can be absolute time periods or relative to the latest actual time period. TIMESUM
Aggregation Function Aggregate Boolean line items on source and result. Returns Boolean result TRUE only when the source Boolean is TRUE for all items of a list formatted source line item. x[ALL:y]
Aggregation Function Aggregation function that can be used with Boolean line items on source and result. Returns Boolean result TRUE when the source Boolean is TRUE for any items of a list formatted source line item. x[ANY:y]
Calculate Call Centre Function Calculate the number of agents required to service a given number of calls and meet the Service Level Agreement. AGENTS
Call Centre Function Calculate the number of agents required to handle the busy-period call traffic, given a percentage of calls that might receive a busy tone. Can be used to calculate the number of agents required to service a given number of calls and meet the service level agreement. AGENTSB
Call Centre Function Calculate the minimum waiting time for which the service level agreement can be maintained. ANSWERTIME
Call Centre Function Calculate the arrival rate of calls that can be received while guaranteeing the Service Level Agreement. ARRIVALRATE
Call Centre Function Calculate the average duration of calls that are answered while guaranteeing the Service Level Agreement. AVGDURATION
Call Centre Function Calculate the average waiting time for incoming calls. AVGWAIT
Time and Date Function Calculate the difference in a value in the Current Period vs Previous Period. DECUMULATE
Call Centre Function Calculate the probability a call will be blocked entirely, assumes there are no calls on queue. ERLANG-B
Call Centre Function Calculate the probability a call will be placed in an unlimited queue. ERLANG-C
Financial Function Calculate the future residual value of an investment. This is the lump sum or closing balance you will receive back at the end of the investment. FV
Financial Function Calculate the internal rate of return of a series of future cash-flows. IRR
Time and Date Function Calculate moving values, such as a moving sum or moving average. MOVINGSUM
Financial Function Calculate the number of periodic payments that are needed given the interest rate, opening and closing balances and the payment values required. NPER
Financial Function Calculate the net present value of a series of cash-flows using a constant interest rate. NPV
Financial Function Calculate the payments for a loan or annuity with constant payments and a constant interest rate. PMT
Financial Function Calculate the present value of future cash-flows. This calculates the required opening balance for an account given the target closing balance, the interest rate, periodic payments required and the number of periods. PV
Financial Function Calculate the interest rate per period. If the timescale is monthly, then the monthly rate is calculated. RATE
Financial Function Calculate the percentage of incoming calls to be answered within a target answer time with a Service Level Agreement. SLA
Numeric Function Calculate the square root of a value. SQRT
Numeric Function Calculate the average for a specified range of values. x[AVERAGE:y]
Compare Logical Function

Compare two text formatted expressions to return a numeric result: Result is:

  • 0, if text strings are found to be the same.
  • a positive integer, if the first text string is considered to be greater than the second.
  • negative integer, if the first text string is considered to be less than the second.

There are optional parameters available, which allow you to refine the comparison: Mode parameters you can use to control the strength of the comparison.

COMPARE
Compose Miscellaneous Function Compose the To, cc, Bcc, Subject and Body of an email. MAILTO
Miscellaneous Function Compose a click-able URL. MAKELINK
Convert Time and Date Function Convert numbers yyyy, mm, and dd to a date. Date format depends on your locale. DATE
Time and Date Function Convert a date to a day in number format. Date format depends on your locale. DAY
Convert text source x to all lowercase. LOWER
Time and Date Function Convert a date or a time period to a month in number format. MONTH
Time and Date Function Convert a date parameter to a time period as result. The time period returned for the date parameter is determined by the time period granularity of the time period formatted result line item. PERIOD
Logical Function Convert a numeric value to text - used to convert content from a number formatted cell for use in a text field. TEXT
Convert text to uppercase. UPPER
Miscellaneous Function Convert a numeric value in a text field to a number format. VALUE
Time and Date Function Convert a date or a time period to a year in number format. YEAR
Cumulate Time and Date Function Cumulate the sum from the first period of the timescale. Take a numeric line item as source and returns cumulative sum either from the first time-period across the entire timescale, or across the items of a named list. CUMULATE
Aggregation Function Cumulate line item values based on ranking criteria, which might contain groupings. Can be used against list but not time. RANKCUMULATE
Time and Date Function Cumulate the sum of a single numeric parameter across a half-year time range and then reset. HALFYEARTODATE
Divide Numeric Function Divide x/y except that 1/0=Infinity and 0/0=NaN (not a number). DIVIDE
Extract Extract a substring from a string starting at the leftmost character. LEFT
Extract a substring from a string starting at any character. MID
Extract a substring from a string starting at the rightmost character. RIGHT
Find Find a text string within a text formatted item, starting at a specified character number (result is a number that denotes the character position). FIND
Miscellaneous Function Find a valid item in a list, or list of time periods, by matching a text string or code to the list line items. Take a list as first parameter, and name or code text string as second parameter, and matches the text string to list item line item. You can use FINDITEM to search a list and return a matched list line item, if it belongs to the list. FINDITEM
List Aggregation Function List a series text strings together in a single cell. x[TEXTLIST:y]
Lookup Compound Function Return the value at the intersection of one or more mappings from a source module. Each mapping matches a list formatted line item, a time period formatted item, or property from the source with a dimension of the target line item. LOOKUP
Merge Aggregation Function Merge a series of text cells into a single text cell, separated by a comma or other separator. TEXTLIST
Offset Time and Date Function Return the value from a specified line item a number of periods earlier than the selected cell. The MODE argument controls whether n can be a non-positive value. LAG
Raise Numeric Function Raise a value to a power. POWER
Rank Miscellaneous Function Rank a set of values from 1 to a specified ending rank. RANK
Return Numeric Function Return the absolute value of a number. ABS
Miscellaneous Function Return the code of a list item. CODE()
Time and Date Function Return the END date of the Current Period of the Time Scale on the Settings tab CURRENTPERIODEND
Time and Date Function Return the START date of the Current Period of the Time Scale on the Settings tab. CURRENTPERIODSTART
Time and Date Function Return the value of the current version as defined under Versions on the Settings tab. CURRENTVERSION
Time and Date Function

Return the number of days in a time period: Takes no parameter or a single time period parameter.

  • No parameter. Return the number of days with reference to the source module time dimension.
  • Time period parameter. Return the number of days in the time period.
  • Hard-coded. Return the number of days with reference to the source timescale setting.
DAYS
Numeric Function

Return e raised to the nth power, where e = 2.71828183.

This function is the inverse of the LOG function, which returns the logarithm of the argument.

EXP
Numeric Function Return the first of at least two arguments that is non-zero.
This function can be used to avoid a complex conditional:
FIRSTNONZERO(a, b, c)

instead of
IF a <> 0 THEN a ELSE IF b <> 0 THEN b ELSE IF c <> 0 THEN c ELSE 0

If any argument is NaN this will also be skipped, but Infinity and -Infinity are treated as non-zero values. These non-numeric values do not occur often, but can crop up as the result of certain calculations e.g.
DIVIDE(1, 0), DIVIDE(0, 0), DIVIDE(-1, 0)
FIRSTNONZERO
Time and Date Function Return the summary Half-Year value of the source line item or property which matches the Time Summary method set for the source. HALFYEARVALUE
Logical Function Return a Boolean indicating if a value in the source (first parameter) is the first occurrence of that value within the source along a specified dimension of the source (second parameter). ISFIRSTOCCURRENCE
Miscellaneous Function Return the item of a list formatted or time period formatted line item. ITEM
Time and Date Function

Return the value from a specified line item a number of periods later than the selected cell.

A mode argument controls whether the number of periods can be a non-positive value.

LEAD
Return the number of characters in a text string. LEN
Return the number of characters in a text string. LENGTH
Numeric Function Return the natural logarithm of a number, based on the constant e. LN
Numeric Function Return the logarithm of a number to the specified base. LOG
Numeric Function Return the minimum value in the selected line items. MIN
Numeric Function Return just the remainder when one integer is divided by another. MOD
Time and Date Function Return a cumulative sum across a month time range for a single numeric parameter then resets. MONTHTODATE
Time and Date Function Return the Summary month value of the source line item or property that matches to the Time Summary method set for the source. MONTHVALUE
Time and Date Function Return a value from the next period. NEXT
Miscellaneous Function Return a value from the next version. NEXTVERSION
Time and Date Function

Return the value of a line item from a specified number of periods in advance, or an alternative value or line item if those periods are off the end of the timescale.

If the specified number of periods is negative, take the value from earlier.

OFFSET
Miscellaneous Function Return the parent of a passed list, or the parent time period of a passed time period. PARENT
Time and Date Function Return the value designated by x using the offset n, which may be a positive (past) or negative (future) offset. POST
Time and Date Function Return the value from the previous period. PREVIOUS
Miscellaneous Function Return the value from the previous version. PREVIOUSVERSION
Time and Date Function Return the quarter value of the source line item or property, that matches the time summary method set for the source. QUARTERVALUE
Numeric Function

Return a value based on the sign of a number.

The function will return -1 if negative, 1 if positive, and 0 if the number is zero.

SIGN
Time and Date Function Return a number 1 to 7 for the day-of-week number when passed a date. WEEKDAY
Time and Date Function Return cumulative sum across a week time range from a single numeric parameter as source then resets. WEEKTODATE
Numeric Function Return the maximum value for a specified line itemof one of the dimensions of the target. The source uses a list formatted item for this dimension. x[MAX:y]
Numeric Function Return the minimum value for a specified line item of one of the dimensions of the result/target when used as an aggregation function. The source uses a list formatted line item for this dimension. x[MIN:y]
Time and Date Function Return cumulative sum across a year time range from a single numeric parameter as source, then resets. YEARTODATE
Time and Date Function Return the year value of the source line item or property, according to the time summary method set for the source. YEARVALUE
Numeric Function Return the maximum value from two or more parameters MAX
Return the name of the list item, or time period, of a passed list item, or time period, as text. NAME
Round Numeric Function Round to the nearest multiple of n. MROUND
Numeric Function Round x to n decimal places. ROUND
Select Logical Function Select a specific item from one or more of the hierarchy list, then sum values based on a list formatted line item, or property, in the source that matches a dimension in the target. SUM AND SELECT
Logical Function Select a specific item from the hierarchy list. SELECT
Logical Function Select a specific item from the hierarchy list, then looks up a value based on matching that selection. SELECT and LOOKUP
Show Time and Date Function Show the number of days in a specified calendar month. DAYSINMONTH
Time and Date Function Show the number of days in a specified year where year is formatted as a four digit number, YYYY. DAYSINYEAR
Time and Date Function

Show the last date in the specified period. Can take no parameters or one time period parameter:

  • No parameter. Return the last date with reference to the source module time dimension.
  • Time period parameter. Return the last date of the source time period.
  • Hard-coded. Return the last date with reference to the source timescale settings.
END
Aggregation Function Show the first non-blank text, list or date cell and uses the mapping to determine where to post the result. FIRSTNONBLANK is available as an aggregation functions in a selection clause, to be consistent with being available as a summary method for Date, List, Time Period, and Text formats. FIRSTNONBLANK
Logical Function Show the last non-blank text, list or date cell and uses the mapping to determine where to post the result.
LASTNONBLANK is available as an aggregation function in a selection clause, to be consistent with having it available as summary methods for Date, List, Time Period, and Text formats.
LASTNONBLANK
Time and Date Function Show the first date in the period. START
Spread Time and Date Function Spread data values forward over time by applying the specified profile, this function allocates a value over the next few periods based on a table containing % current period, % next period, % pd+2 etc. PROFILE
Time and Date Function Spread a value evenly over a number of periods. SPREAD
Sum Logical Function Sum based on a list formatted line item, or property, in the source, then look up a value from a source module using one or more mappings. SUM and LOOKUP
Time and Date Function Sum a single numeric parameter across a Quarter time period, and then reset. QUARTERTODATE
Logical Function Sum values based on a list-formatted, or time period-formatted, line item or property in the source that matches a dimension in the target. SUM
Time and Date Function Sum the week value of the source line item, or property, according to the Time Summary method set for the source. WEEKVALUE
Test Logical Function

Take two list or time period formatted parameters and test:

  • is the first list item the ancestor of the second list item, or
  • is the first time period the ancestor of the second time period.
ISANCESTOR
Logical Function Test to see if all conditions are met. AND
Logical Function Used with conditional arguments to set the result to BLANK if the test condition is not satisfied. Set the result to BLANK if column is formatted as text, list, time period, or date formatted. BLANK
Logical Function Test an argument for truth and return one of two values based on the result. IF THEN ELSE
Logical Function Test an argument for truth and return a value or BLANK based on the result. When the result is text, list-formatted, date or Boolean, the result can be set to be BLANK. IF THEN ELSE BLANK
Logical Function Test an argument and return a value, or begin a second test based on the result. This function can be nested multiple times to test more than one condition. IF THEN ELSE IF...
Logical Function Test to see if a date, text, time period, or list formatted cell is not blank. IF... ISNOTBLANK
Logical Function Test whether two or more conditions are met. IF...AND
Logical Function Test whether condition is not TRUE. IF...NOT
Logical Function

Test if any of two or more conditions is met.

Return 1 when either x or y is TRUE.

Otherwise result is 0 (zero).

IF...OR
Logical Function Test whether a date, text, time period, or list formatted cell is blank. IF… ISBLANK
Time and Date Function

Test whether a date falls within the period specified on the time dimension or falls within a time period. Return a Boolean result.

  • Single date parameter - Return TRUE, if the date falls in the Time Period with reference to the Time Scale, otherwise FALSE.
  • Date and Time Period parameter - Return TRUE, if the date falls in the Time Period, otherwise FALSE.
INPERIOD
Logical Function Test to see if the version you are on is the Actual version. Return a Boolean result. ISACTUALVERSION
Logical Function Test whether an item is blank (the item must be date, text, list, or time period formatted). Return a Boolean result. ISBLANK
Logical Function Test to see if the Version is Current based on the flag that you have set in Settings > Versions. ISCURRENTVERSION
Logical Function Test to see if an item is not blank, where the item is date, text, list, or time period formatted. Return a Boolean result. ISNOTBLANK
Logical Function Test to see if a condition is not met. NOT
Logical Function Test to see if any of two or more conditions is met. OR