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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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