Formula syntax and operators

Use this page to look up the building blocks of a formula.

Numbers and percentages

50% is the same as 0.5. A minus sign can make a value negative.

Arithmetic

+ add
- subtract
* multiply
/ divide
% remainder
^ power

Example:

Price * Quantity

Power chains are evaluated from the right. Use parentheses when the order matters.

Comparisons

= equal
<> not equal
> greater than
< less than
>= greater than or equal
<= less than or equal

Logical operators

Use AND, OR, and NOT.

Revenue > 0 AND `Cost of Goods Sold` > 0

Property names

Revenue
`Net Revenue`
Revenue#a3f

Backticks protect names with spaces or punctuation. A short # suffix distinguishes duplicate names.

Segment lookups

Revenue[Department: "Sales"]
Revenue[Department: {"Sales", "Marketing"}]
Revenue[Department: NOT {"Engineering"}]
Revenue[Department: ANY]

A plain lookup inherits the rest of the current segment. Prefix the property with $ for an absolute lookup.

Date references

Date.Day
Date.Week
Date.Month
Date.Quarter
Date.Half
Date.Year

Formula conditions

Conditions describe where a saved formula applies. Most users choose scope in the formula editor rather than writing a condition directly. Agent documentation contains the exact condition syntax used by formula-writing tools.

Preferred spellings

Use ^, =, and <> in new formulas. Older formulas may contain **, ==, or !=; those spellings remain accepted.

​Numbers and percentages

​Arithmetic

​Comparisons

​Logical operators

​Property names

​Segment lookups

​Date references

​Formula conditions

​Preferred spellings