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Ari can help you understand, review, and change formulas in cfo.ai. Describe the business rule in plain language instead of writing the full expression yourself.

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What Ari can do

Ari can:
  • Find and explain formulas on a Variable
  • Check how a formula changes across segments or formula ranges.
  • Answer questions from existing saved Model data.
  • Validate a supported proposed change without applying it.
  • Validate formula syntax and references
  • Create or update formulas
  • Apply a formula to a table, Dimension, segment, Actuals, or Forecast.
  • Read calculated values after a change

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Decide whether to save

Tell Ari whether you are exploring or changing the model. For analysis based on saved information:
Explain the existing contribution margin by Department without changing the Model.
For a persistent change:
Add Gross Profit to the operating plan and calculate it as Revenue minus Cost of Goods Sold in Main.
If you do not want a write, say so directly. Ari can inspect existing values or validate a supported draft without changing the Model. A new calculated series requires a saved, visible Model row.

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Give Ari useful context

Include these details when they matter:
  • The target Variable
  • The business calculation
  • The table or page
  • The Dimension or segment.
  • Actuals, Forecast, or all periods
  • The Scenario to use.
You do not need to provide Variable IDs or formula conditions. Ari resolves those from the model.

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Review the result

After a change, ask Ari to check the visible values, the formula’s scope, and the Scenario where the result was saved.