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  4. Formula function reference

Formula function reference

ERP•AI formulas support a large library of functions. Most work the same way as the spreadsheet functions you already know (Excel, Google Sheets), plus a few that are specific to ERP•AI. In the app, click ƒx Functions in any formula editor to search the full list, with an example and result for each function.

ERP•AI guide 6 min read Article 6 of 10 in Fields (columns)

On this page

  1. Logic
  2. Math and rounding
  3. Text
  4. Date and time
  5. Finance
  6. Statistics
  7. Engineering and trigonometry
  8. Complete alphabetical index

Fields (columns)

  1. Field types overview
  2. Settings every field shares
  3. Basic field types
  4. Reference fields (linking tables)
  5. Formula fields
  6. Formula function reference
  7. Rollup fields
  8. Auto Fill fields
  9. AI Column
  10. Field rules: default value, display, and validation

Note

This page lists the most useful functions by category, followed by the complete alphabetical index.

Logic

FunctionWhat it doesExample
IF(condition, if_true, if_false)Returns one value if the condition is true, another if it’s falseIF(Amount > 1000, "Large", "Small")
IFS(cond1, val1, cond2, val2, …)Checks several conditions and returns the value for the first true oneIFS(Score>=90,"A",Score>=75,"B",TRUE,"C")
SWITCH(expr, case1, val1, …, default)Matches a value against casesSWITCH(Priority,"P1","Urgent","P2","High","Normal")
AND(a, b, …) / OR(a, b, …) / XOR(…) / NOT(a)Combine or reverse conditionsAND(Paid, Delivered)
IFERROR(value, fallback) / IFNA(value, fallback)Returns a fallback if there’s an errorIFERROR(Revenue/Units, 0)
TRUE() / FALSE()Boolean constants

Math and rounding

FunctionWhat it does
SUM, PRODUCT, SUMPRODUCT, SUMSQAdd or multiply values
SUMIF, SUMIFSAdd values that meet one or more conditions
ROUND(x, digits), ROUNDUP, ROUNDDOWN, MROUND, TRUNC, INTRounding
CEILING, FLOOR (+ …MATH, …PRECISE variants)Round up or down to a multiple
ABS, SIGN, MOD, QUOTIENT, POWER, SQRT, EXP, LN, LOG, LOG10Arithmetic
MIN, MAX, AVERAGE, MEDIAN, LARGE, SMALLSummary statistics
COUNT, COUNTA, COUNTBLANK, COUNTIF, COUNTIFS, COUNTUNIQUECounting
RAND, RANDBETWEENRandom numbers
AGGREGATEApply an aggregate (sum, average…) with options

Text

FunctionWhat it doesExample
CONCATENATE(a, b, …)Joins textCONCATENATE(First Name," ",Last Name)
TEXTJOIN(delimiter, ignore_empty, …)Joins text with a separatorTEXTJOIN(", ", TRUE, City, State)
LEFT, RIGHT, MIDTake part of a text valueLEFT(Code, 3)
LENLength of a text value
UPPER, LOWER, PROPERChange the casePROPER(Name)
TRIM, CLEANRemove extra spaces or non-printable characters
FIND, SEARCHPosition of text inside other text
SUBSTITUTE, REPLACEReplace textSUBSTITUTE(Phone,"-","")
SPLITSplit text by a separator
REPT, EXACT, CHAR, CODE, UNICHAR, UNICODEOther text tools
REGEXMATCH, REGEXEXTRACT, REGEXREPLACEPattern matching with regular expressionsREGEXMATCH(Email, "@acme\\.com$")
NUMBERVALUE, DECIMAL, ROMAN, ARABICConvert between text and numbers

Date and time

FunctionWhat it doesExample
TODAY(), NOW()Current date / date and time
ADD_DAYS(date, n, unit)(ERP•AI)Adds days, months, or years to a date. Unit is "D", "M", or "Y" (not case-sensitive)ADD_DAYS('2025-01-01', 10, 'D') → 2025-01-11
DATE(y, m, d), TIME(h, m, s)Build a date or time
DAY, MONTH, YEAR, HOUR, MINUTE, SECOND, WEEKDAY, WEEKNUM, ISOWEEKNUMTake parts of a date
DAYS(end, start), DATEDIF, DAYS360, YEARFRACDifferences between dates
EDATE, EOMONTHShift by months / end of month
NETWORKDAYS, WORKDAY (+ .INTL variants)Working-day calculations
DATEVALUE, TIMEVALUEConvert text to a date or time

Finance

FunctionWhat it does
EXCHANGE_RATE(…)(ERP•AI)Returns the exchange rate for a target currency code (for example USD, SGD). Used with multi-currency apps
CONVERT_CURRENCY(amount, currency, date)(ERP•AI)Converts an amount into another currency (for example INR or USD) at the exchange rate for a given date. Used with multi-currency apps
PMT, IPMT, PPMT, CUMIPMT, CUMPRINCLoan payments and interest
PV, FV, FVSCHEDULE, NPV, IRR, MIRR, RATE, NPER, PDURATIONTime value of money
DB, DDBDepreciation
EFFECT, NOMINAL, ACCRINT, DOLLARDE, DOLLARFRInterest and pricing

Statistics

AVEDEV, AVERAGEA, AVERAGEIF(S), CORREL, COVARIANCEP/S, DEVSQ, FORECAST, FREQUENCY, GEOMEAN, GROWTH, HARMEAN, INTERCEPT, KURT, LINEST, MODEMULT, MODESNGL, PEARSON, PERCENTILE…, PERCENTRANK…, QUARTILE…, RANKAVG, RANKEQ, RSQ, SKEW, SLOPE, STANDARDIZE, STDEV…, STEYX, TRIMMEAN, VAR…, and distribution functions (NORMDIST, BINOMDIST, POISSONDIST, TDIST, WEIBULLDIST, and more).

Engineering and trigonometry

SIN, COS, TAN (and inverse/hyperbolic variants), RADIANS, SQRTPI, number-base conversions (BIN2DEC, DEC2HEX, HEX2OCT…), bitwise functions (BITAND, BITOR, BITXOR, shifts), complex numbers (COMPLEX, IM…), CONVERT, DELTA, GESTEP, ERF, ERFC, GAMMA, FACT, COMBIN, PERMUT.

Complete alphabetical index

ABS · ACCRINT · ACOS · ACOSH · ACOT · ACOTH · ADD_DAYS · AGGREGATE · AND · ARABIC · ASIN · ASINH · ATAN · ATAN2 · ATANH · AVEDEV · AVERAGE · AVERAGEA · AVERAGEIF · AVERAGEIFS · BETADIST · BETAINV · BIN2DEC · BIN2HEX · BIN2OCT · BINOMDIST · BITAND · BITLSHIFT · BITOR · BITRSHIFT · BITXOR · CEILING · CEILINGMATH · CEILINGPRECISE · CHAR · CLEAN · CODE · COMBIN · COMBINA · COMPLEX · CONCATENATE · CONVERT · CONVERT_CURRENCY · CORREL · COS · COSH · COT · COTH · COUNT · COUNTA · COUNTBLANK · COUNTIF · COUNTIFS · COUNTUNIQUE · COVARIANCEP · COVARIANCES · CSC · CSCH · CUMIPMT · CUMPRINC · DATE · DATEDIF · DATEVALUE · DAY · DAYS · DAYS360 · DB · DDB · DEC2BIN · DEC2HEX · DEC2OCT · DECIMAL · DELTA · DEVSQ · DOLLARDE · DOLLARFR · EDATE · EFFECT · EOMONTH · ERF · ERFC · EVEN · EXACT · EXCHANGE_RATE · EXP · EXPONDIST · FACT · FACTDOUBLE · FALSE · FDIST · FIND · FINV · FISHER · FISHERINV · FLOOR · FLOORMATH · FLOORPRECISE · FORECAST · FREQUENCY · FV · FVSCHEDULE · GAMMA · GAMMALN · GAUSS · GCD · GEOMEAN · GESTEP · GROWTH · HARMEAN · HEX2BIN · HEX2DEC · HEX2OCT · HOUR · HYPGEOMDIST · IF · IFERROR · IFNA · IFS · IMABS · IMAGINARY · IMARGUMENT · IMCONJUGATE · IMCOS · IMCOSH · IMCOT · IMCSC · IMCSCH · IMDIV · IMEXP · IMLN · IMLOG10 · IMLOG2 · IMPOWER · IMPRODUCT · IMREAL · IMSEC · IMSECH · IMSIN · IMSINH · IMSQRT · IMSUB · IMSUM · IMTAN · INT · INTERCEPT · IPMT · IRR · ISOCEILING · ISOWEEKNUM · ISPMT · KURT · LARGE · LCM · LEFT · LEN · LINEST · LN · LOG · LOG10 · LOGNORMDIST · LOGNORMINV · LOWER · MAX · MAXA · MEDIAN · MID · MIN · MINA · MINUTE · MIRR · MOD · MODEMULT · MODESNGL · MONTH · MROUND · MULTINOMIAL · NETWORKDAYS · NETWORKDAYSINTL · NOMINAL · NORMDIST · NORMINV · NORMSDIST · NORMSINV · NOT · NOW · NPER · NPV · NUMBERVALUE · OCT2BIN · OCT2DEC · OCT2HEX · ODD · OR · PDURATION · PEARSON · PERCENTILEEXC · PERCENTILEINC · PERCENTRANKEXC · PERCENTRANKINC · PERMUT · PERMUTATIONA · PHI · PMT · POISSONDIST · POWER · PPMT · PROB · PRODUCT · PROPER · PV · QUARTILEEXC · QUARTILEINC · QUOTIENT · RADIANS · RAND · RANDBETWEEN · RANKAVG · RANKEQ · RATE · REGEXEXTRACT · REGEXMATCH · REGEXREPLACE · REPLACE · REPT · RIGHT · ROMAN · ROUND · ROUNDDOWN · ROUNDUP · RSQ · SEARCH · SEC · SECH · SECOND · SIGN · SIN · SINH · SKEW · SKEWP · SLOPE · SMALL · SPLIT · SQRT · SQRTPI · STANDARDIZE · STDEVA · STDEVP · STDEVPA · STDEVS · STEYX · SUBSTITUTE · SUBTOTAL · SUM · SUMIF · SUMIFS · SUMPRODUCT · SUMSQ · SUMX2MY2 · SUMX2PY2 · SUMXMY2 · SWITCH · T · TAN · TANH · TDIST · TEXTJOIN · TIME · TIMEVALUE · TINV · TODAY · TRIM · TRIMMEAN · TRUE · TRUNC · UNICHAR · UNICODE · UPPER · VARA · VARP · VARPA · VARS · WEEKDAY · WEEKNUM · WEIBULLDIST · WORKDAY · WORKDAYINTL · XOR · YEAR · YEARFRAC · ZTEST

PreviousFormula fields Next Rollup fields

Related articles

Formula fields A Formula field calculates its value from other fields on the same record, just like a spreadsheet formula.Field rules: default value, display, and validation Every field has three optional rules under Configure → Advanced. Rules are written with the same expression language as Formula fields.

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