The Formula Entry Bar
How to create Calculations in the Formula Entry Bar
Last updated
How to create Calculations in the Formula Entry Bar
Last updated
The Formula Entry Bar in the Calculations step of the Variable dialog is the fastest way to create Calculations, by typing in a formula, similarly to how you would in Excel.
On typing any text in the Formula Entry Bar, an autocomplete dropdown will appear, as in the examples below:
Dropdown example | Details |
---|---|
Typed in "Peri" Brings up options for: | |
Typed in "Month" Brings up options for: |
Autocomplete options can be selected in any one of three ways:
Press Tab
to select the first option in the list
Click on an option with the Mouse
Press Down
(arrow key) to navigate through the list, and then press Enter
to select an item
Symbol | Type | Details |
---|---|---|
Variable Reference | Creates a reference to an existing Variable | |
Reference to New Variable | Opens a wizard to create a new Variable; Adds a reference to the new Variable once created | |
Period Reference | Creates a reference to a Period of the Model (a date value) | |
Function | Adds a (supported) Function name and opening bracket | |
Lambda function | Adds a reference to an existing LAMBDA function | |
New Lambda function | Opens a wizard to create a new LAMBDA function, and then creates a reference to it | |
New Argument | ||
Argument Reference | Applies to LET and LAMBDA functions. References a previously defined argument. |
The Taglo interface allows you to create and reference a new Variable from within another Variable's calculation, without having to leave the Variable that you are currently editing.
This means you can stay within your current train of thought at all times.
To do so, follow these steps:
Start typing a name for your new Variable in the Formula Entry Bar
A new dialog will open - edit your new Variable here
Click Finish in the new dialog - a reference to your new Variable will be created in the formula
To enter text strings, type your text into the Formula Bar using a " character (double quotes) to indicate the start and end of the string. When you enter the second ", a Text Calculation Part will be created.
To enter numbers, type the number directly into the Formula Bar. Any numbers typed in will automatically be interpreted as a number.
Generally, it is not advisable to hardcode numbers into Calculations. Try to create Variables for these numbers instead.
There are exceptions to this rule such as the hardcoded 1
in inflation formulas like Cost = Cost[-1] * (1 + Inflation)
Adding reference to current Period
Adding reference to an existing Variable (Months per period
)
Adding a reference to a new Variable named Peri
Adding a new Lambda function named Peri()
Adding a reference to two existing Variables
Adding a reference to a new Variable named Month
Adding a Function (either EOMONTH
or MONTH
)
Adding a new Lambda function named Month()
Select the new Variable () autocomplete item in the dropdown
If you have a Variable name which starts as a number, this means you may not find it easy to add from the autocomplete dropdown, in which case you can use the Add Variable Reference button which can be found at the end of the list of Calculation Parts.