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A formula can use other properties as inputs. Write property names the same way they appear in CFO.ai.

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Plain references

A plain name reads the property in the current segment:
If the formula is calculating Sales, Revenue means Sales Revenue. If it is calculating West, it means West Revenue.

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Names with spaces or punctuation

Wrap a name in backticks when it contains spaces, punctuation, an operator, or a reserved word:
Example:

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A specific segment

Use brackets to replace one part of the current segment:
Other dimensions still follow the current segment.

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An absolute reference

Prefix the property with $ when the lookup should not inherit the current segment:
You can combine an absolute reference with explicit filters:
Use absolute references carefully. Most formulas should follow the segment they are calculating.

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Duplicate names

If two properties have the same name, CFO.ai adds a short disambiguator:
Use the shortest disambiguator offered by the editor or Ari.

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Date granularity

Add a granularity to Date when the formula works with time buckets:
Supported granularities are Day, Week, Month, Quarter, Half, and Year.