1. Modeling
  2. New modeling experience
  3. Formulas

A formula is an expression that calculates the value of a cell. You add formulas to models by inserting them into individual line items. You can also apply formulas to line item subsets (groups of line items), and to specific versions of a model.

Formulas can contain mathematical equations, references to other line items or modules, logic statements, and Anaplan functions. You enter a formula once, and it's applied across all dimensions used in the module.

There are several ways you can add a formula: 

  • Use the formula editor. This option is best for most calculations, because the editor has syntax highlighting.  You can also switch between modules while writing formulas.
  • Use the formula bar. The formula bar is above the line items, under Line Item Formula. This option is best for short and simple formulas.
  • Type directly into the Formula cell. 

To find information on functions, operators, and how to write formulas, see All functions.

You can set up formulas in these ways:

  • Formulas for specific line items. You can choose which model versions to apply the formula to in the  Formula Scope column in Blueprint.
  • Version formulas for line item subsets. This kind of formula applies to a specific version in a module. Each line item in the subset must have versions applied to it. The formula applies to one module only, even if the subset includes line items from different modules.
  • Version formulas for the model. The formula is set on a specific version dimension. This kind of formula is typically used for variance calculations that apply to the whole model. 

Disclaimer

We may update our documentation occasionally, but will only do so in a way that does not negatively affect the features and functionality of the Anaplan service.