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valsight.ai

Formula basics

Formulas define how a node is calculated in a model. They combine node references, operators, and functions to calculate values across time and other business dimensions.

Learn the core syntax here before diving into the full Operators reference and the Function catalog.

The building blocks

Node references
Wrap node names in single quotes: 'Revenue'. Typing a ' in the Function Editor lists the available nodes, including nodes from submodels.
Constants
Write numbers directly in formulas: 0, 1.2, 100000. Numbers have no dimensions; they are a single value.
Operators
Arithmetic +, -, *, /; comparisons =, !=, <, <=, >, >=; and boolean logic AND, NOT, OR, XOR, TRUE, FALSE. Operators can be nested and combined with functions.
Functions
Functions are named operations that transform, filter, or compare values. Names are case-sensitive and written in uppercase, for example EXPAND, FILTER, IF, take comma-separated arguments inside parentheses, and are evaluated inside out.
Dimensions, levels,
and level values
Dimensions and levels describe which business axes a value is defined on and at what detail. Use double quotes for dimension names, level names, and level values: "Time", "Year", "2026".
Value lists
Use square brackets for lists of values: ["EMEA", "APAC"].
Project variables
Use project variables as placeholders in functions. Type $ to select a variable from the list, for example $FORECAST_START.
Comments
Use # to add comments in the function field.

Common formula shapes

Arithmetic

Combine node values directly with operators.

'Revenue' - 'COGS'

Data reference

Pull uploaded or source data into a node.

DATA("ERP", "Actuals", "Volume")

Reshaping

Add dimensional detail with one or more levels.

EXPAND('Sales', "Product")

Filtering

Keep only the rows that match a set of level values.

FILTER('Sales', "Region", ["EMEA", "APAC"])

Conditional logic

Return one value where a condition holds, another where it does not.

IF('Margin' < 0, 0, 'Margin')

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