|
Home > eSalesTrack Help Menu > Administrator > Modules > Field Creator > eFormula > Formula - Currency and Numeric
eFormula
Currency and Numeric Formulas
A formula - currency field will allow you to create a
formula and have the end result formatted as a currency field.
Formula - Numeric will allow you to create a formula and have the end
result formatted as a currency field. The end result must be a
number or the field will not pull the information. You can only use
numeric fields in these equations.
You can copy and paste these formulas into the formula
box. Drag and drop your numeric fields to replace "field". You can
also put numeric values in place of fields.
 |
Sum
The sum
function will add all of the fields that you have inside
of the formula.
|
SUM()
|
|
| |
SUM(¦revenue¦) |
|
|
|
|
|
Product
The product
function will multiply all of the field values inside
the formula.
|
|
PRODUCT(field,field)
|
|
| |
PRODUCT(¦price¦,¦quantity¦) |
|
|
|
|
|
Sum Product
The sum
product function will return the sum the product of the
fields in the formula.
|
|
SUMPRODUCT(field,field)
|
|
| |
SUMPRODUCT(¦revenue1¦,¦revenue2¦) |
|
|
|
|
|
Average
The average
function will return the average of the values of the
fields in the formula.
|
|
AVERAGE(field,field)
|
|
| |
AVERAGE(¦price¦) |
|
|
|
|
|
Minimum
The min
function will return the smallest value from the set of
fields specified.
|
|
MIN(field,field)
|
|
| |
MIN(¦revenue¦)
|
|
|
|
|
|
Maximum
The max
function will return the largest value from the set of
field specified.
|
|
MAX(field,field)
|
|
| |
MAX(¦revenue¦) |
|
|
|
|
|
Exponent
Calculates
the result of a number raised to a power.
|
|
POWER(number,power)
|
|
| |
POWER(¦number¦,¦power¦) |
|
|
|
|
|
Future Value
The
future value function will return the future value of an
investment based on periodic, constant payments and a
constant interest rate.
|
|
FV(rate,nper,pmt,pv,type)
|
|
| |
FV(¦rate¦,¦#ofpayments¦,¦payment¦,¦price¦,¦paymentdue¦)
rate= the interest rate per period. nper= number of
payments in each period. pmt= payment made each period.
pv= present value or what the series of payments is
worth now. type= 0 if payments are at the end of the
period, 1 if payments are at the beginning of the
period. |
|
|
|
|
|
Interest Rate
The
interest rate formula will return the interest rate for
a fully invested security.
|
|
INTRATE(settlement,maturity,investment,redemption,basis)
|
|
| |
INTRATE(¦settledate¦,¦maturity¦,¦investment¦,¦redemption¦,¦basis¦)
settlement= security's settlement date. Maturity= the
security's maturity date. investment= the amount
invested in the security. Redemption= the amount to be
received at maturity. Basis= type of day count basis to
use. 0= US 30/360. 1= Actual/actual. 2= actual/360. 3=
Actual/365. 4= European 30/360. |
|
|
|
|
|
Payment
Calculates
the value of a loan payment with constant payments and
constant interest rate.
|
|
PMT(rate,nper,pv,fv,type)
|
|
| |
PMT(¦rate¦,¦#ofpmts¦,¦price¦)
Rate= interest rate. Nper= number of payments. Pv= the
present value or current price. Fv= The future value, if
left blank then assumed to be 0. Type= 1 or 0 indicates
when payments are due. 0 or omitted at the end of the
period. |
|
|
|
|
|
Net Present Value
Calculates
the net present value of a series of cash flows based on
a discount rate.
|
|
NPV(rate,value1,value2...)
|
|
| |
NPV(¦rate¦,¦investment¦,¦Revenue1¦,¦Revenue2¦)
Rate= discount rate. Value= the values of the cash
flows. |
|
|
|
|
|
Random Number
Returns a
random number in between 0 and 1.
|
|
RAND()
|
|
| |
|
|
|
|
|
|
Rounding
Rounds a
number to a specific number of digits.
|
|
ROUND(number,num_digits)
|
|
| |
ROUND(¦grossmargin¦,2) Number= number to be
rounded. Num_digits=
the number of digits you want the number rounded to. |
See also
|
Page URL: