SPW Formulas (Video)

SPWs become more powerful when utilized with formulas. Formals can be used in any special purpose worksheet (WSPW, GSPW, TSPW) in order to make updates easier.

Adding Formulas Step by Step

1. Click Add Line to create a new line.
2. On the Info tab, choose an existing Section name from the dropdown, or define your own by typing in the Section field.
3. Enter a Description for this line of the section. The description must be unique and has a maximum length of 100 characters.
4. If this line will be the line that is posted, check Post to Budget Worksheet and specify the Worksheet, Account and any other applicable dimensions. Uncheck Post to Budget Worksheet to stop posting to that worksheet and account.
   
   
   
   
5. On the Values tab, choose the source Formula to make calculations.
6. Enter the formula in the Formula text box:
   1. Choose the appropriate line from the Insert Line drop down.
   2. Choose the appropriate perator from the Insert Operator drop-down list or enter it directly using your keyboard.
7. Add any additional lines or operators as needed.
8. Click Show Notes to enter any notes desired.
9. Click Preview to preview the amounts.
10. Click Save to save your changes.
    
    
    
    

    Formula Operators

    Martus provides a robust selection of operators that can be used within the Formula function in an SPW:
    • Parentheses () : control the order of operations
    • Asterisk * : used for purposes of multiplication
    • Forward Slash / : used for purposes of division
    • Plus Sign + : used for purposes of addition
    • Dash - : used for purposes of subtraction or to denote a negative number
    • Caret ^ : used for the purposes of exponentials 
    • Exclamation Point ! : used for purposes of factorials
    • Less-than < : used for purposes of logical comparisons of "less than" values
    • Less-than or Equal-to <= : used for purposes of logical comparisons of "less than or equal to values"
    • Greater-than > : used for purposes of logical comparisons of "greater than" values 
    • Greater-than or Equal-to >= : used for purposes of logical comparisons of "greater than or equal to values" 
    • Double Equal signs == : used as an equality operator to compare and determine if values are equal
    • Not Equal to != : used as an equality operator to compare and determine if values are not equal
    • Absolute Value abs() : used to return only positive values
    • If Statement if() : used to return values based on true or false conditions
    • Maximum Value max(,) : used to return the largest value from a given set of data
    • Minimum Value min(,) : used to return the smallest value from a given set of data
    • Average Value avg(,) : used to calculate the mean or average of a given set of data
    • Median Value median(,) : used to return the middle value in a dataset, separating the higher half of values and the lower half of values, not to be mistaken for the mean or average
    • Round round() : used to return values to a specified number of decimal places or digits