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Knowledge and Support - Adaptive Insights

Operators and Functions for Conditional Formatting

Contains preview content for the upcoming 2018.1 release.

Syntax Rules

Basic syntax: first-expression comparison-operator second-expression, such as ([Quick Ratio] - 10)  * 2 >= 19

  • An expression can reference any data series in the chart, including data from an account, calculation, or custom metric. Use the data series name (not code) or use calculation name enclosed in brackets. For example, [1000 Assets]or [QuickRatio]. You can find the data series name from the Data Settings tab:

Data Series Name from Expanded Account Section in the Data Settings tab

  • Operator precedence . Evaluates left to right or enclose in parentheses to calculate first.

Comparison

Operator Description Syntax
= Checks if two values are equal.

metric1 = metric2

<> Checks if two values are not equal.

metric1 <> metric2

Checks if the left value is less than the right value.

metric1 < metric2

<=  Checks if  the left value is less than or equal to the right value.

metric1 <= metric2

> Checks if the left value is greater than the right value.

metric1 > metric2

>= Checks if the left value is greater than or equal to the right value.

metric1 >= metric2

BETWEEN

Checks if a value is between two other values.  Minimum and maximum values are included in the range. Used with the AND operator.

metric1 BETWEEN 0 AND metric2

NOT BETWEEN  Checks if a value is not between the two other values. Minimum and maximum values are included in the range. Used with  the AND  operator.

metric1 NOT BETWEEN 0 AND metric2

AND Compares two expressions and returns true if both expressions are true.

(metric1 >= metric2) AND (metric1 >= metric3)

OR Compares two expressions and returns true if either expression is true.

(metric1 >= metric2) OR (metric1 >= metric3)

 Mathematical

Use mathematical operators with the expressions.

Operator Description Syntax
+ Adds two values. metric1 + metric2
Subtracts two values. metric1 - metric2
/ Divides two values. metric1 / metric2
Multiplies two values. metric1 * metric2
% Calculates the remainder (modulus) when dividing two  values. metric1 % metric2
^ Raises the  value on the left to the power of the value on the right. For example, 5^ 2 = 25. metric1 ^2

Calculation Functions

Function Description Example
min(expression, expression) Returns the smallest value of two expressions. min(metric1, metric2)
max(expression, expression) Returns the largest value of two expressions. max(metric1, metric2)
sin(expression) Returns the sine of a metric or expression. Used in Trigonometry. sin(metric1)
cos(expression)

Returns the cosine of a metric or expression. Used in Trigonometry.

cos(metric1)
tan(expression) Returns the tangent of a metric or expression. Used in Trigonometry. tan(metric1)
abs(expression) Returns the absolute value of a metric or expression. Use to convert negative numbers to positive numbers.  abs(metric1)
sqrt(expression) Returns the square root of a metric or expression.

sqrt(metric1)

round(expression)

Rounds a numeric value to the nearest whole number. The mid-point is rounded up. Examples:

  • round(10.2) rounds down to 10
  • round(10.5) rounds up to 11
  • round(10.7) rounds up to 11
round(metric1)
round(expression, digits)

Rounds a numeric value to a specified number of digits. Positive digits  round to the specified number of decimal places. Negative digits round to the nearest multiple of 10. Examples:

  • round(2.15, 1) rounds up  to 2.2
  • round(70, -2)  rounds up to 100
round(metric1, 1)
floor(expression)

Returns a numeric value rounded down towards zero. Examples:

  • floor(10.2)  rounds down to 10
  • floor(10.5) rounds down to 10
  • floor(10.7) rounds down to 10
floor(metric1, 2)
floor(expression, expression)

Returns  a numeric value rounded down towards zero, to the nearest multiple of significance. Examples:

  • floor(3.5, 2) rounds down to 2
floor(metric1, 2)
ceiling(expression)

Returns number rounded up away from zero.  Examples:

  • ceiling(10)  rounds up to 11
  • ceiling(10.5) rounds up to 11
  • ceiling(10.7) rounds up to 11
ceiling(metric1)
ceiling(expression, expression)

Returns number rounded up, away from zero, to the nearest multiple of significance. Examples:

  • ceiling(10, 1)  rounds up to 11
  • ceiling(10.5, 2) rounds up to 13
  • ceiling(10.7, 2) rounds up to 13
ceiling(metric1, 2)
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