Quickstart: 10 common functions
This page highlights the functions you’ll use most often when bringing in data, shaping dimensionality, filtering slices, and building time logic.
Use it as a shortcut to common formula patterns before moving to the full Function catalog.
Connect & adjust values
DATA
Use to bring uploaded or source data into a node.
Shape impact: returns the shape of the referenced data table
Example:DATA("ERP", "Actuals", "Sales")
ADDEACH
Use to adjust each value individually without aggregation.
Shape impact: keeps the input shape
Example: ADDEACH('Sales', 1)
Time logic & forecasting
ROLLFORWARD_ADVANCED
Use to project values forward with additional forecasting options.
Shape impact: keeps dimensionality and extends the time range into the projection horizon
Example: ROLLFORWARD_ADVANCED('Sales', 'MarketGrowth')
RUNNINGSUM
Use to calculate cumulative totals over time.
Shape impact: keeps the input shape
Example: RUNNINGSUM('Sales')
Filter & apply business rules
FILTER
Use to return a subset of a node, for example specific regions or products.
Shape impact: reduces the result set to matching rows
Example: FILTER('Sales', "Region", ["EMEA", "APAC"])
IF
Use to apply business rules such as thresholds, caps, floors, or branching logic.
Shape impact: output follows the condition’s shape
Example: IF('Margin' < 0, 0, 'Margin')
Shape dimensionality
EXPAND
Use to add dimensional detail with one or more levels.
Shape impact: expands to the full cross product of the specified levels
Examples:
EXPAND('Sales', "Product")
EXPAND(0, "Year", "Region", "Product")
EXPANDSINGLE
Use to expand to specific level values only.
Shape impact: expands only to the specified values
Example: EXPANDSINGLE('Sales', "Region", ["EMEA", "APAC"])
DROPLEVEL
Use to remove dimensional detail.
Shape impact: reduces the result by removing one or more levels and finer levels in the same dimension
Example: DROPLEVEL('Sales', "Product")
ROLLUP
Use to aggregate to a higher level, for example Product → Category or Month → Year.
Shape impact: reduces the result to the specified levels
Example: ROLLUP('Sales', "Year")
Related sections
- Formula basics: syntax, notation, and evaluation fundamentals
- Operators: arithmetic, comparisons, boolean logic used in formulas
- Function catalog: all functions, from A to Z and by category