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Frequently used JavaScript formulas
Frequently used JavaScript formulas

Kickstart your pipeline with our most common JavaScript formulas Written by Caitlyn Grundy
Updated over a week ago

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 datesStreak.minuteDifference(date1, date2)-- returns the number of minutes between two datesStreak.hourDifference(date1, date2) -- returns the number of hours between two datesStreak.dayDifference(date1, date2) -- returns the number of days between two datesStreak.weekDifference(date1, date2) -- returns the number of weeks between two datesStreak.monthDifference(date1, date2) -- returns the number of months between two datesStreak.yearDifference(date1, date2) -- returns the number of years between two datesStreak.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 date1Streak.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 Columnvar close = \$'Date Closed' // this is a Custom Columnif(!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.