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

`= 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 occured.

`= `

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`

.