Create new function

Create new function

To create a new function:

  1. In the tree, select a category for the new function.

  2. Click the New button.
    A new function appears in the tree under the selected category. The new function is created with default mandatory parameters: Period, Currency and Account.



    New function with default name


  3. Enter the function name.
    The maximum function name length is 32 characters, and the name cannot contain spaces.
    If a function name contains invalid characters, a validation error will appear when the user tries to save the function:



    Validation error


  4. To add a new parameter, click New, with the function or one of its parameters selected.
    The new parameter appears in the tree under its function name. By default, the new parameter is set to Company and can be changed to the different parameter by clicking the Select button. The maximum amount of parameters is 29.



    New function parameter


  5. To change the parameter, choose the parameter to be changed and click Select. Choose the relevant parameter from the Select Parameter tree.


    Parameter selection

  6. Enter the parameter description that will appear in the Excel Function Wizard or leave the name unchanged.



    Parameter description


  7. Click Save.
    The created Excel function is listed under its specified category after Excel has been restarted.



    New data retrieve function in Excel

 

It is recommended that formulas are restricted to less than 20 fields in length, otherwise truncation may occur – this means that Microsoft Excel may shorten the names displayed in the Excel Insert Function window.

Formula Builder is designed to build formulas with fixed names for fields and does not support "flex" parameters where dimension names are defined within Excel, such as "Dim1" as seen in the AARORetrieveFlex formula which is part of the base package.