Formula Builder

Owned by Julie Leake (Unlicensed)
Last updated: May 23, 2021 by Frank Gambino

When working with formulas in the Forecast Structure screen, you can use the Formula Builder button to guide you through the process of choosing KBIs, functions, and operations. The Formula Builder wizard includes a combination of the Insert KBI, Insert Operator, and Insert Function buttons. Use the Formula Builder as often as possible to ensure that correct syntax rules are followed.

To use the Formula Builder:

  1. Click Formula Builder.
    The Formula Builder wizard appears.
    For more information, see Entering Formulas for definitions of the various fields that will assist you in building the formula.
  2. Fill in the fields as necessary and click Next until you get to the last step in the wizard.
  3. Click Finish.


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