Notes:

• You should have some knowledge of the formula syntax before you can successfully compose a formula with no errors. To learn the formula syntax, refer to topics in Formula syntax.
• If you refer to any field in the formula, the reference name for that field will be prefixed with an @ sign. If the field name contains spaces, the reference name in formula will be quoted with double-quotation marks (""). For example, if the field name is Customer Name, then the reference name will be @"Customer Name".
• When formulas refer display names or mapping names, the names should not contain any of below characters if the names are not quoted by double-quotation marks "":

  "~", "`", "!", "@", "#", "$", "%", "^", "&", "*", "(", ")", "-", "+", "=", "{", "}", "[", "]", "|", "\\", ":", ";", "\", " ' ", "<", ",", ">", ".", "?", "/"

  Examples:

  • Expression @Customer#; will cause a syntax error. But @"Customer#" is ok.
  • If a field has the display name Category.Measure, when adding it to a formula, quote it as "Category.Measure" or "Category"."Measure".
• The number of the "if-else" statements in a formula is limited to 190. When this number is reached, you should use the "select-case" statement instead.
• In the Fields panel, if the summaries or parameters you want to use have not been predefined in the catalog, you can create them by your own by clicking the New Summary button or the New Parameter button on the toolbar (for details, see Creating a summary and Creating a parameter).