Formulae 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 formula here.

## Getting started

A formula column doesn't contain any information itself, so it's important to reference columns that do (or might) have information in them. You can do this like so:

= \$'[Column name]'

This will turn your formula column into a perfect copy of whatever column in your pipeline you've referenced.

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 column 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

{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:

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

-- this will add numDays to date1

-- 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);