# Using the Formula Assistant

The Format Assistant helps you create syntactically-correct formulas. You don't have to manually enter account terms or term modifiers to define your formula.

**To create a formula with the Formula Assistant:**

- Click the Formula Assistant button (or link ) to open the assistant.

You can open the Formula Assistant from any location where you can add formulas. For example, the **Sheets Toolbar** or the **Account Details > Data Type** panel in a Metric account.

2. The Formula Assistant helps you to assemble the building blocks necessary to create a syntactically-correct formula. The building blocks include:

**Account Terms Modifiers**(including**Time**,**Level**,**Dimension**, and**Attribute**settings).**Functions**(including**Mathematical**operators,**Logical**operators and other types of functions).

- Assemble the building blocks for your formula:

- Use the
**Account**area to locate account terms to include in the formula. You can:**Search**for an account by name.- Navigate the account tree to locate an account.
- Use the drop down menu to narrow the list of accounts. You can view
**All**accounts or narrow by account type (for example,**Assumption**,**Cube**, or**Metric**).

1 To narrow the list of accounts, select an account type.

2 Click these icons to expand or collapse the account tree.

3 Enter a full or partial account name to search for an account.

- When you select an account, the account name appears in
**Account Term Modifiers.**

- Add account modifiers as desired, including settings for
**Time**,**Level**,**Dimension and Value**,**Attribute and Value**, or**Rollup**. The account term is updated to show each modifier you select. Refer to Formula Syntax for Account References and Modifiers for more information.

- When you've finished adding modifiers, click Apply . The account term moves to the
**Formula**area. - Use the
**Formula**area to add**Mathematical**,**Logical**and other types of expressions to your formula (for example, +, -, or, ...).

- Continue to add account terms and functions to complete your formula. The following are some simple examples of formulas you can create with the Formula Assistant. For more formula examples, refer to Formula Examples: Overview.
- This formula represents a simple addition (
`+`

) from two separate accounts:`ACCT.Personnel.Headcount+ACCT.Actual_Headcount`

- This formula divides (
`div`

) one account with a time qualifier by another account with a time qualifier:`div(ACCT.4000_Revenue-ACCT.4000_Revenue[time=this-12],ACCT.4000_Revenue[time=this-12])`

- This formula uses a logical operation (
`if`

) to apply an employee's pay raise on the first month of a fiscal year:`if (FiscalMonth(this)=1,ROW.ExpectedRaise,0)`

- This formula represents a simple addition (

**Tip: **When you prepare a formula that includes multiple statements, make sure you place the cursor in the correct location within the **Formula** area before you click **Insert into Formula **or Apply . Otherwise, you may need to copy and paste to get the statements in the correct order. The cursor appears as a thin horizontal bar (|).

- When you're finished creating the formula, click
**OK**to save your changes.