Formulas - Calculus


CONTENTS OF THIS ARTICLE

Create a new calculus formula

To create a new calculus formula, create a new formula (as described in the Formulas section) and click on “Calculus operation” at the lower part of the screen.

New block should appear:

Click on "Calculus operation #1" to continue editing.

The following block should appear:

Operation

Operation icons determine which operation is to be applied to the Operand:

  • SUM – gives the sum of all the operand properties which satisfy the given filter, if applicable
  • AVG – gives the average of all the operand properties which satisfy the given filter, if applicable
  • CNT – gives the total number of all the operand properties which satisfy the given filter, if applicable
  • (empty circle) – no operation is applied
  • RND – rounds the operand to the higher 100 (e.g. 1977 is rounded to 2000)

Operand

Operands are values that are used within the Calculus operation. There are four types of operand:

  • P – Parameter – these are predefined values taken directly from the Offer screen. This list currently cannot be changed. The list of parameters is provided separately.
  • $ - Variables – these are the values users create and define by themselves. For more about creating custom variables, please refer to Rules section.
  • C – Constants – also known as System values, these are system-wide constants which are rarely changed. For more about creating constants, please refer to System values section.
  • # - Numbers – enter any number

In case you selected Parameter, some of them may be Complex parameters. If that is the case, you will need to specify which property is to be used in your formula. The list of properties available for each Parameter is provided in the Parameters section.


Likewise, if you wish to restrict the selection, you can use Filters to filter by, for example, tariff group, or option type. The list of filters is also provided in the Parameters section.


If you wish to do additional calculations with your operand, click on Calculus operation again.

New block should appear:


Four circles above “Calculus operation #2” represent operations which can be performed between operands:

  • + = add
  • - = subtract
  • × = multiply
  • ÷ = divide

You can defined the Calculus operation #2 in the same way as described for operation #1. You can repeat the process as many time as needed, there is no upper limit to the number of operands.


IMPORTANT: Operations are performed in sequence, meaning regular order of operations is NOT enforced. 

For example, if you create the following set of operations:

A + B × C + D ÷ E

It will be performed as if the brackets were applied this way:

( ( ( A + B ) × C ) + D ) ÷ E

Result

If you are finished with the definition of your (one or more) operations, you need to specify the Variable the result of your operations will be assigned to. This is done at the top of the screen, under the label “Variable”


If you click on the dropdown menu under “Variable”, you will get the list of variables you can assign your value to. In the list you will find both the Parameters as well as customer variables you created.


No changes to your formula are committed until you click “Save formula”.

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