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Formula Examples

Plain and Domain functions

Formula
Description
1
A static value
2+2
A plain constants calculation
[Enterprise Project Type Name]
Pick an entity field
Project: ' + [Project Name] + '; Description: ' + [Description]
Simple concatenation with field values
DSUM('[Cost]', 'Tasks', '[Critical]')
Summary cost of all critical tasks for current project
DAVG('[Cost]', 'Tasks', '[Outline Level]=2')
Average cost of tasks on second level of hierarchy for current project
DCOUNT('*', 'AllTasks', '[Milestone]')
Number of milestones for all projects
DMAX('[Cost]', 'AllTasks', '[Effort Driven]')
Most expensive effort-driven task's cost for all projects
DCOUNT('*', 'AllProjects', '[Project Departments]= ' + Quote([Project Departments]))
Number of projects in same department
DCOUNT('*', 'AllResources', 'not in ([Resource Type], 2,20)')
Number of non-budget work resources
DSUM('[Assignment Budget Cost]', 'AllAssignments', '[Enterprise Project ID]= ' + Quote([Enterprise Project ID]))
Summary budget cost of all current project assignments
DLOOKUP('[Project Name]', 'Project')
Gets project name to a task field

Generation functions

Formula
Description
NewId()
Generates an ID, starting with 1, step 1, no scope
NewId(10, 2)
Generates an ID, starting with 10, step 2, no scope
NewId(50, 5, [Enterprise Project Type Name])
Generates an ID, starting with 50, step 5, within current EPT (project formula field)
NewId(1, 1, [Enterprise Project ID])
Generates an ID, starting with 1, step 1, within current Project (task formula field)

General functions, conditional operators

Formula
Description
Iif(IsNull([Phase Name]), 'Project', 'Workflow Project')
Simple project categorization
Iif( DCOUNT('*', 'Tasks', '[Outline Level]>0') > 0, DSUM('[Cost]', 'Tasks', '[Outline Level]>0') / DCOUNT('*', 'Tasks', [Outline Level]>0'), 0)
Average task cost
switch( DCOUNT('*', 'Tasks') < 10, 'Small', DCOUNT('*', 'Tasks') < 100, 'Average', DCOUNT('*', 'Tasks') >= 100, 'Large' ) Projects categorization based on schedule size
switch( DCOUNT('*', 'Tasks') < 10, 'Small', DCOUNT('*', 'Tasks') < 100, 'Average', DCOUNT('*', 'Tasks') >= 100, 'Large') + Iif(IsNull([Phase Name]), 'Project', 'Workflow Project')
Advanced projects categorization based on schedule size

External functions

Formula
Description
WSSRisksQuery('COUNT(*)', '[Impact]>5')
Number of risks filtered by impact
WSSIssuesQuery('[Title]', ' ' , 'CreatedDate DESC')
Gets the most recent issue title
WSSDeliverablesQuery('[CreatedByResource]', '', 'CreatedDate DESC')
Gets the most recent deliverable author name
SpListQuery('Shared Documents', 'COUNT(*)')
Gets number of documents in the “Shared Documents” library
SpListQuery('My Documents', 'COUNT(*)', '[Approved]')
Gets number of “approved” documents in the “My Documents” library
SqlQuery( 'select count(*) from msp_epmresource_userview ', Provider=SQLOLEDB;server=ServerName;Integrated Security=SSPI;Initial Catalog=DatabaseName' ) Gets number of “approved” documents in the “My Documents” library
ParseJSON( WebServiceCall( 'http://weather.com', 'GET', HttpEncode('cityid', '34440'), 'text/json', FormatHeaders('referrer', 'http://mysite.com') ), 'Humidity') Calls external web service, passed request data, headers, receives and parses JSON response
ParseXML( WebServiceCall('http://currency.com'), '/rates/usd') Calls external web service, passed request data, headers, receives and parses XML response

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