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The power of Excel-compatible formulas

A formula is an expression which calculates the value of a field, using common math functions, built-in functions, or other fields, dynamically, as inputs. For example: calculating the total length or weights from multiple fields saves time with data entry and reduces errors. It also opens up powerful search and filters to find records using calculated values.

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Getting started

As an administrator, visit the settings / data fields to get started creating custom fields.

Creating a formula field

Creating a new field and select the formula type. If you're familiar with Excel, writing a formula is quite similar. You can use math operators like +, -, /, * or math functions like COS or SQRT.

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Linking fields and functions

The fields drop-down in the formula builder displays all system and custom fields to use as inputs to your expressions. Fields with units of measure will list options for each unique unit (conversion can later be done on-the-fly when viewing the value). You can type or select a field to use in your formula. You'll know you used the correct name if your field appears in a bold blue color. Functions list and quickly insert common functions like COS or SQRT.

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Made a mistake?

If your formula isn't valid, the interface will show you the error and the formula for reference so you can correct it.

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Real-time calculation

As linked fields change, the formula will recalculate on-the-fly. For UOM-based values, users can quickly pivot between UOMs -- which can be especially helpful for working with offshore teams.

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Search and filters

Tweak your formula, then filter your specs by their computed values. This opens to door for endless opportunities to find like-records fast. Then use projects or tags at the macro level to build powerful reports and metrics on your dashboards.

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