Formulas are some of the most powerful tools in Streak, but they can also be very complicated. To make getting started a bit easier, we've assembled some of our most common formulas here.

Getting started

A formula column doesn't contain any information itself, so it's important to reference columns that have information in them. This will turn over your formula column into a perfect copy of whatever column in your pipeline you've referenced. You can do this like so:

= $'Column name'

You can change and mutate this reference by using mathematical operations. Here are some examples:

Find deal size by "Number of units" and "Price per unit" columns:

= $'Number of Units' * $'Price per unit'

Calculate the "Expected deal size" by the Probability of close and the Deal size:

= $'Probability of Close' * $'Deal Size'

Formula columns can also be powered by logic. You can use a simple if and else statement to evaluate a true or false result:

= if($'Number of Units' > 5)
    { return true; }

else
    { return false; }

You can combine multiple if statements by using else if and else, too. Combining them can lead to automatic calculation for something like the probability of a deal closing.

Return probability of deal close based on Stage

= if ($'Stage' === 'Lead')
    {return 0.1;}

else if ($'Stage' === 'Pitched')
    {return 0.3;}

else if ($'Stage' === 'Negotiating')
    {return 0.7;}

else if ($'Stage' === 'Closed')
    {return 1;}

else
    {return "N/A";}

Pull specific parts of a name

If you have a full name in a column but need to mail merge on a first name, this formula will separate (splice) it into parts.

= $'[Column name]'.substring(0, $'Name'.indexOf(' '));

Only the last name

= $'[Column name]'.split(" ").slice(-1)

Count the number of objects associated with a box

We use this internally to keep track of how many reports relate to a single box (i.e. Feature Requests).

The prerequisite for this formula is a column that has objects in it (e.g. All Linked Boxes, Assignees, Contacts, or Tags). An example is:

= $'All Linked Boxes'.length

This formula can be used to count the number of objects in a column, too (the number of Contacts, for instance).

= $'Assigned To'.length

It can also be used to count the number of tags are being used in a column.

Data-correct inputs for common errors

Streak can only create summaries when data are all of the same type. If a Deal Size or Money related column has characters in it that are not numbers from 0-9 – e.g. commas or currency symbols – it will be unable to summarize the data for reporting purposes.

You can correct this for integers by using a formula column that guards this:

= var c = $'[Column]'||''

else { 
    return c.replace(/[^[0-9]]*/g, "") 
}

Round numbers

= return Math.round($'[Column]');

Streak-specific functions

Working with dates in JavaScript is painful, so we've added a few convenience functions to simplify this.

Please note that when a date is specified in an example, Streak is expecting a JavaScript date and not a string like "December 31, 2018" to be written there.

Find the difference between two dates

Streak.secondDifference(date1, date2)
-- returns the number of seconds between two dates

Streak.minuteDifference(date1, date2)
-- returns the number of minutes between two dates

Streak.hourDifference(date1, date2) 
-- returns the number of hours between two dates

Streak.dayDifference(date1, date2) 
-- returns the number of days between two dates

Streak.weekDifference(date1, date2) 
-- returns the number of weeks between two dates

Streak.monthDifference(date1, date2) 
-- returns the number of months between two dates

Streak.yearDifference(date1, date2) 
-- returns the number of years between two dates

Streak.workdayDifference(date1, date2) 
-- returns the number of non-weekend days between two dates

Functions that add days to a date

Streak.addDays(date1, numDays) 
-- this will add numDays to date1

Streak.addWorkdays(date1, numDays) 
-- this will add numDays worth of workdays to date1

Format dates

Our formatting options can be expanded by using a formula to pull more information into the spreadsheet view.

Get the month from a date

= var date = new Date($'[Date column]');
return date.getMonth()+1;

Get the year from a date

= var date = new Date($'[Date column]'); 
return date.getFullYear();

Get the calendar week from a date

= var d = new Date($'Date of Last Stage Change'); 

function getWeek(d) { 
var target = new Date(d.valueOf()); 

var dayNr = (d.getDay() + 6) % 7; target.setDate(target.getDate() - dayNr + 3); 

var jan4 = new Date(target.getFullYear(), 0, 4); 
var dayDiff = (target - jan4) / 86400000; 
var weekNr = 1 + Math.ceil(dayDiff / 7); 

return weekNr; 
}

return getWeek(d);

Track days to close

By combining some of the functions and logic above, you can also create logic that allows you to track how long a deal took to close. This can be modified for use in other cases as well – e.g. tracking the number of days it took to get a contract signed, etc.

The only requirement is that you have at least one Date column that signals when the event occurred.

= 
var open = $'Date Created' // this is a Magic Column
var close = $'Date Closed' // this is a Custom Column

if(!closed) { return open }
else { return Streak.dayDifference(open,close) }

For this formula column, set the formatting to # of Days Since and you're good to go – you have a column that will return either the number of days since `open` or the number of days between `open` and `close` .

Unsupported functions

Streak's formula functionality is built on Rhino, which is lightly limited in its functionality. You'll find that most common ES5 functions will work, but there is a limit there, too: we do not support XHR or any HTTP requests from formula.

Because of the way formulas are computed, we also advise against using a function like Date.now(), which will not update daily.