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Functions in formulas

In this article, you'll discover the different functions in formulas, how to set them up and how to use them in Tabsters.

Introduction

Tabsters custom fields let you define calculation formulas to obtain the information you need.

For example, you can add two fields together to obtain the result of their addition in your custom field, transform values into percentages by dividing your value by 100, or transform data from euros to millions of euros by dividing by one million.

However, all these calculations are based on simple operators such as addition, subtraction, division and multiplication.

To give you even greater freedom in the creation of your formulas, Tabsters provides a number of functions to give you a wider choice of parameters for the formulas in your custom fields.

Min & Max functions

MinOf / MaxOf functions

  • Field types taken into account: Number,Date‍ fields
  • Input parameters : N numbers or dates
  • Number of parameters expected : 2 or more

Description :

  • The MinOf function compares the values of N different date or number fields in a line and returns the lowest value.
  • The MaxOf function can be used to compare the values of N different date or number fields in a line and return the highest value.

Parameterization: Select the MinOf() / MaxOf() formula from the list of available functions. Then position yourself inside the function's parentheses, and select the required field from the list of available fields.
Once the field has been selected, separate the field from the next with a semicolon, then add the next field.
Repeat the operation as many times as you wish to compare fields in your function.

Please note: Depending on the type of custom field created (Number or Date), remember to only fill in fields of the same type as the created field in your function, or your settings will not work.

Examples of settings :

  • MinOf([Start date];[Start date [Reference]])
    This formula compares the start date & initial start date of the line and returns the earliest/smallest date
  • MinOf(workload MD];workload MD [Reference]])
    This formula compares the workload MD & workload MD [Reference] of the line and returns the lowest value
  • MaxOf([End date];[End date [Reference]])
    This formula compares the end date & reference end date of the line and returns the most recent/largest date
  • MaxOf([Workload];[Initial_Workload])
    This formula compares theMD workload &MD workload [Reference] of the line and returns the highest value

Date functions (Year, Quarter, Month, NbDays, NbOpenDays, DateAdd, Today)

YearOf / QuarterOf / MonthOf functions

  • Field types taken into account: Date‍ type field
  • Input parameters : 1 Date field
  • Number of expected parameters : 1

Description :

  • The YearOf function retrieves the corresponding year of a date from an element.
  • The QuarterOf function retrieves the number of the quarter corresponding to a date in a
  • The MonthOf function retrieves the number of the month corresponding to a date from an element

Parameterization: Select the YearOf() / QuarterOf() / MonthOf() formula from the list of available functions. Then position yourself inside the function's parentheses, and select the date field whose year you want to retrieve from the list of available fields.

Examples of settings :

  • YearOf([End date])
    This formula returns the year of the end date field of the
    element ‍
  • QuarterOf([End date])
    This formula returns the number of the quarter in the end date field of the
    element
  • MonthOf([End date])
    This formula returns the number of the month in the end date field of the

NbDays / NbOpenDays functions

  • Field types taken into account: Date‍ type field
  • Input parameters : 2 Date fields
  • Number of expected parameters : 2

Description :

  • The NbDays function retrieves the number of days between two dates for an element.
  • The NbOpenDays function retrieves the number of working days between two dates of an element

Parameterization: Select the formula NbDays() / NbOpenDays() from the list of available functions. Then position yourself inside the function's parentheses, and select the desired date field from the list of available fields.
Once the field has been selected, separate the field from the next with a semicolon, then add your second date field.

Examples of settings :

  • NbDays([Start date];[End date])
    This formula returns the number of days between the start date and end date of the element
  • NbOpenDays([Start date];[End date])
    This formula returns the number of working days between the element's start date and end date.

DateAdd function

  • Field types taken into account: Date‍ type field
  • Input parameters : 3 (Date field, Element to be incremented (Year, Month, Day), Increment value)
  • Number of expected parameters : 3

Description : The DateAdd function adds a given number of days/months/years to the day/month/year of an element's date field.

Setup: Select the DateAdd formula from the list of available functions. Position yourself inside the function's parentheses, and select the date field you wish to increment.
Once the field has been selected, separate it from the next field with a semicolon, then enter the date element you wish to increment between quotation marks &(e.g."Year" / "Month" / "Day")."Year" / "Month" / "Day").
Once the period has been entered, separate it from the next field with a semicolon, then enter the value with which you wish to increment the previously entered period.

Example of settings :

  • DATEADD([End date]; "Day";3)
    This formula returns the end date of the element, advanced by 3 days

Today function

  • Types of fields taken into account: - NA -
  • Input parameters : 0
  • Number of expected parameters : 0

Description : The Today function is used to return the current date.
This function in itself has no particular use apart from returning the current date, but can be integrated into other functions for conditions or other checks.

Settings : - NA -

Example setting :‍

  • ‍NbOpenDays(TODAY();[End Date])
    This formula returns the number of working days remaining between the element's end date and the current date
  • AND([Date de fin]<TODAY();[Statut]="En cours")
    Cette formule vérifie si l'élément présente une date de fin inférieure à la date actuelle, et si son statut est "En cours"

Child functions

ChildMin / ChildMax functions

  • Field types taken into account: Number‍ type field
  • Input parameters : 4
  • Number of expected parameters : 2 to 4 (2 mandatory and 2 optional)

Description :

  • The ChildMin function retrieves the minimum value of the field defined at level N+1.
  • The ChildMax function retrieves at level N+1, the maximum value of the field defined at levels N.

Setup: Select the ChildMin() / ChildMax() formula from the list of available functions. Then position yourself inside the function's parentheses, and enter the item type of the elements to be compared between quotation marks.
Once the item type has been entered, separate it from the next field with a semicolon, then select the field to be considered from the list of available fields.
Once the field has been selected, you can choose to validate your formula, or add optional parameters if you wish.

To add optional parameters :

  • In the third position, you can set the optional parameter True(to display the field result on all levels selected for your field) or False (to display the field result only at the parent level of the item type defined in your function).
  • In the fourth position, you can set a filter condition to apply the calculation only to lines meeting this criterion(e.g. [Status]="In progress" to apply the function only to lines with the status "In progress").

Please note You can only set parameter n°4 if a value has also been entered for parameter n°3.

Examples of settings :

  • ChildMin("Task";burned MD];True)
    This formula returns, on all lines above the task level, the lowest burned MD value of the child tasks of the
    element ‍
  • ChildMax("Action";workload MD];False;[Status]="In progress")
    This formula returns, only at the action's parent levelworkpackage or project depending on your hierarchy) with the status "In progress", the highest workload MD value of the child actions.

ChildSum / ChildAverage functions

  • Field types taken into account: Number‍ type field
  • Input parameters : 4
  • Number of expected parameters : 2 to 4 (2 mandatory and 2 optional)

Description :

  • The ChildSum function is used to sum the values of the field defined at level N+1.
  • The ChildAverage function retrieves the average at level N+1, of the defined field values from levels N.

Parameterization: Select the ChildSum() / ChildAverage() formula from the list of available functions. Then position yourself inside the function's parentheses, and enter the item type of the elements to be compared between quotation marks.
Once the item type has been entered, separate it from the next field with a semicolon, then select the field to be considered from the list of available fields.
Once the field has been selected, you can choose to validate your formula, or add optional parameters if you wish.

To add optional parameters :

  • In the third position, you can set the optional parameter True(to display the field result on all levels selected for your field) or False (to display the field result only at the parent level of the item type defined in your function).
  • In the fourth position, you can set a filter condition to apply the calculation only to lines meeting this criterion(e.g. [Status]="In progress" to apply the function only to lines with the status "In progress").

Please note You can only set parameter n°4 if a value has also been entered for parameter n°3.

Examples of settings :

  • ChildSum("Task";[Complexity];False)
    This formula returns, at action level only, the sum of child task complexities
  • ChildAverage("Task";[Complexity];True;[Status]="To do")
    This formula returns the average complexity of the child tasks on all top-level lines of tasks with the status "To do".

ChildCount / ChildDistinctCount functions

  • Field types taken into account: Number‍ type field
  • Input parameters : 4
  • Number of expected parameters : 2 to 4 (2 mandatory and 2 optional)

Description :

  • The ChildCount function counts at level N+1 the number of child elements N of the chosen item type , presenting values for the defined field.
  • The ChildDistinctCount function is used to count, at level N+1, the number of child elements N of the chosen item type , presenting distinct values for the defined field.

Setup: Select the ChildCount() / ChildDistinctCount() formula from the list of available functions. Then position yourself inside the function's parentheses, and enter the item type of the elements to be compared between quotation marks.
Once the item type has been entered, separate it from the next field with a semicolon, then select the field to be considered from the list of available fields.
Once the field has been selected, you can choose to validate your formula, or add optional parameters if you wish.

To add optional parameters :

  • In the third position, you can set the optional parameter True(to display the field result on all levels selected for your field) or False (to display the field result only at the parent level of the item type defined in your function).
  • In the fourth position, you can set a filter condition to apply the calculation only to lines meeting this criterion(e.g. [Status]="In progress" to apply the function only to lines with the status "In progress").

Please note You can only set parameter n°4 if a value has also been entered for parameter n°3.

Examples of settings :

  • ChildCount("Risk";item ID];True;[Status]="Open")
    This formula returns, at Project & project portfolio levels, the number of child risks with "Open" status
  • ChildCountDistinct("Task";[Resource];True)
    This formula returns, on all top-level task lines, the number of tasks with distinct resources

Operator functions (AND, OR, NOT, IIF)

AND / OR functions

  • Field types taken into account: All field types
  • Input parameters : 2
  • Number of parameters expected : 2 or more

Description :

  • The AND function can be used to check 2 or more conditions, and sets the Boolean to true if all conditions are met.
  • The OR function allows 2 or more conditions to be set, and sets the Boolean to true if one or more conditions are met.

Please note AND & OR functions can either be used on their own, or to specify conditions within other formulas

Paramétrage : Sélectionnez la formule AND() / OR() dans la liste des fonctions disponibles. Positionnez vous ensuite à l'intérieur des parenthèses de la fonction, et sélectionnez le champ sur lequel vous souhaitez appliquer une condition, dans la liste des champs disponibles.
Une fois le champ sélectionné, positionnez votre condition de vérification avec l'opérateurs de votre choix tel que égal à, supérieur/inférieur à, supérieur/inférieur ou égale à, différent de (Opérateurs : "=", ">", "<", ">=", "<=", "!=").
Une fois votre première condition renseignée, séparez la du champ suivant avec un point-virgule, puis sélectionnez le champ suivant pour la condition suivante sur le même principe que la première.
Une fois votre deuxième condition renseignée, vous pouvez choisir de valider votre formule, ou de rajouter d'autres conditions dans votre fonction.

‍Examples ofsettings :

  • AND([Date de fin]<TODAY();[Progression]<100)
    Cette formule vérifie si l'élément présente une date de fin inférieure à la date actuelle, et si sa progression est strictement inférieure à 100%
  • OR([Start date]!=[Start date [Reference]];[End date]!=[End date [Reference]])
    This formula checks whether the element's start date differs from its reference start date, or whether its end date differs from its reference end date.

NOT function

  • Field types taken into account: All field types
  • Input parameters : 1
  • Number of expected parameters : 1

Description :

The NOT function is used to check a condition, and sets the Boolean to true if all the specified conditions are not met.

Note The NOT function can either be used on its own, or to specify conditions within other formulas

Paramétrage : Sélectionnez la formule NOT() dans la liste des fonctions disponibles. Positionnez vous ensuite à l'intérieur des parenthèses de la fonction, et sélectionnez le champ sur lequel vous souhaitez appliquer une condition, dans la liste des champs disponibles.
Une fois le champ sélectionné, positionnez votre condition de vérification avec l'opérateur de votre choix, tel que égal à, supérieur/inférieur à, supérieur/inférieur ou égale à, différent de (Opérateurs : "=", ">", "<", ">=", "<=", "!=").

‍Examples ofsettings :

  • NOT([End date]=[End date [Reference]])
    This formula checks whether the element's end date differs from its reference end date

Function IIF

  • Field types taken into account: All field types
  • Input parameters : 3
  • Number of parameters expected : 3

Description :

The IIF function checks a condition, and returns a desired value if the condition is true, and another value if the condition is false.

Please note The IIF function can either be used on its own, or to specify conditions within other formulas

Paramétrage : Sélectionnez la formule IIF() dans la liste des fonctions disponibles. Positionnez vous ensuite à l'intérieur des parenthèses de la fonction, et sélectionnez le champ sur lequel vous souhaitez appliquer une condition, dans la liste des champs disponibles.
Une fois le champ sélectionné, positionnez votre condition de vérification avec l'opérateur de votre choix, tel que égal à, supérieur/inférieur à, supérieur/inférieur ou égale à, différent de (Opérateurs : "=", ">", "<", ">=", "<=", "!=").
Une fois votre condition renseignée, renseignez un point-virgule pour la séparez de la valeur suivante, puis renseignez la valeur à renvoyer si la condition précédente est vraie (soit sous forme de valeur fixe, renseignez entre guillemets, soit sous forme de valeur variable, sous forme de champ sélectionné via les champs disponibles).
Une fois la valeur renseignée pour le cas où la condition est vraie, renseignez un point-virgule pour la séparez de la valeur suivante, puis renseignez la valeur à renvoyer si la condition précédente est fausse (soit sous forme de valeur fixe, renseignez entre guillemets, soit sous forme de valeur variable, sous forme de champ sélectionné via les champs disponibles).

Please note If you don't want to return anything in either case (true or false), you can simply enter an empty value by placing two quotation marks "".

‍Examples ofsettings :

  • IIf(AND([Statut]!="Terminé";[Date de fin]<TODAY());"Elément en retard à compléter";"")
    Cette formule vérifie si le statut de l'élément est différent du statut "Terminé" et si sa date de fin est inférieure à la date actuelle, et affiche le message "Elément en retard à compléter" si c'est le cas

Data verification & retrieval functions (Decode, GetJoinedValue, Concat, Right, Left)

Decode function

  • Field types taken into account: All field types
  • Input parameters : N ( 1 field, X value(s) for field & X value(s) to match for field value)
  • Number of parameters expected : 3 or more

Description :

  • The Decode function is used to link text or numeric values to values in another field.

Parameterization: Select the Decode() formula from the list of available functions. Then position yourself inside the function's parentheses, and select the desired field from the list of available fields.
Once the field has been selected, separate it from the following value with a semicolon, then enclose the desired field value in quotation marks for comparison.
Once you've done this, add a semicolon, then enclose in quotation marks the value to be displayed in the field if the comparison field has the indicated value.
Repeat the operation as many times as you wish to compare field values in your function.‍

Examples of settings :

  • Decode([Priority]; "Low";1; "Moderate";2; "High";3)
    This formula transforms the various priorities into numerical values

GetJoinedValue function

  • Field types taken into account: All field types
  • Input parameters : 2item ID of the element to be retrieved, field from which information is to be retrieved)
  • Number of expected parameters : 2

Description :

  • The GetJoinedValue function retrieves the value of a given field for a fixed element by entering its item ID.

Parameterization: Select the GetJoinedValue() formula from the list of available functions. Then position yourself inside the function's parentheses, and enter, between quotation marks, the item ID of the element whose data you wish to retrieve.
Once the key has been entered, separate it from the next value with a semicolon, then select the field whose data you wish to retrieve from the list of available fields.‍

Examples of settings :

  • GetJoinedValue("PXXXX";[Budget €])
    This formula retrieves the budget € of the project with object key PXXX and belonging to a different project portfolio

Concat function

  • Field types taken into account: All field types
  • Input parameters : N fields & N separators
  • Number of expected parameters : 3

Description :

  • The Concat function is used to concatenate several different field values with a given separator into a single field.

Parameterization: Select the Concat() formula from the list of available functions. Then position yourself inside the function's parentheses, and select the field whose value you wish to retrieve, from the list of available fields.
Once the field has been selected, separate it from the next with a semicolon, then enter the separator you wish to apply between your two fields, between quotation marks.
Once the separator has been added, enter a semicolon and select your second field from the list of available fields.
Repeat the operation as many times as you wish to concatenate fields in your function.

Examples of settings :

  • Concat([Status];"-";[Substatus])
    This formula retrieves the element's status and concatenates it with its sub-status, separating it with a hyphen.

Left / Right functions

  • Field types taken into account: All field types
  • Input parameters : 2 (field to be taken into account, number of characters from which to return the field value)
  • Number of expected parameters : 2

Description :

  • The Left function retrieves a string from a field starting from the Nth character from the left.
  • The Right function retrieves a character string from a field starting from the Nth character from the right.

Parameterization: Select the Left() / Right () formula from the list of available functions. Then position yourself inside the function's parentheses, and select the field on which you wish to apply a condition, from the list of available fields.
Once the field has been selected, separate the field from the next with a semicolon, then enter the number of characters from which you wish to take into account the content of the selected field‍

Examples of settings :

  • Left([Name];5)
    This formula retrieves the element name from the 5th character, starting from the left.
  • Right([Name];5)
    This formula retrieves the element name from the 5th character, starting from the right.

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IntroductionMin & Max functionsDate functions (Year, Quarter, Month, NbDays, NbOpenDays, DateAdd, Today)Child functionsOperator functions (AND, OR, NOT, IIF)Data verification & retrieval functions (Decode, GetJoinedValue, Concat, Right, Left)

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