> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Ask Ari to create or update formulas

Ari can turn a business rule into a saved property formula.

## Start with a clear request

A complete request names the target property and calculation:

> Set Gross Profit to Revenue minus Cost of Goods Sold.

Add context only when it changes where the formula should apply.

## Choose the scope

Default formula:

> Use this calculation for Gross Profit everywhere.

Segmentation formula:

> When Payroll is broken down by Department, calculate it as Headcount times Average Salary.

Segment formula:

> For the Sales department, calculate Commission as Revenue times Commission Rate.

Ari uses the table context and dimension values to resolve the correct formula scope.

## Choose the Formula period

> Use imported Payroll for Actuals and Headcount times Average Salary for Forecast.

Formula-period formulas must be scoped by Date. If Date is not part of the formula context, Ari must add Date scope or explain why the period cannot be applied.

## Choose the scenario

> Make this change in the Plan scenario.

If you do not name a scenario, Ari uses the scenario from the current context. Include it when a change could otherwise be ambiguous.

## Validate before writing

For an extra review step, ask:

> Draft and validate this formula, but do not save it yet.

When you are ready:

> Save the validated formula and check the result in the P\&L table.

Ari validates formulas before writing and reports any formulas that could not be applied.
