Computation Metric Tab
PowerSteering will compute the value of a line item based on a formula that is configured using the template's line items and supported operators when all of the following conditions are true:
- The line item is not a Static or Separator item.
- The line item does not already contain data.
- The line item does not have a constraint.
1. Select Line Item
- Click the line item that you want to create a formula for. Formulas can be created in either the formula builder or the free-form text field depending on your preferences.
2. Create Formula With Formula Builder
- Select line items and operators from the context sensitive drop-down menus.
- Click Save.
2.1 Create Formula in Free-From Text Field
- Click Text Mode.
- Enter the formula in the free-form text field, using [#] to represent line items, where # is the line item's number. There is no need to enter the "equals" part of the equation.
- Click Save.
2.2 The IfValue Operator
The IfValue can be used with tags [T:<TagName>:Value] and custom fields [CF:<CFName>:Value]. There are several important rules when using the IfValue:
When checking against user-entered values, you must use the =. For Example, IfValue([C:Percentage=24.09], [2]).
When checking against values from a set of items (such as checkboxes, yes/no, or menus), you must use the :. For example, IfValue([C:Included:Yes], [2]) or IfValue([T:Cities:Charlotte], [1]).
Note: Custom fields including the date cannot be filtered via the IfValue operator.
3. View Formula
- View the newly created formula associated with the line item.
- After formulas have been entered for all applicable line items, click Next.