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Helpful Formulas

This will give you some examples of formulas you can use in Items and Parts.

You need to have a job open.

Go into Advanced Properties on a item you want the formula on.


[!Date]

Adds the current date when the item was created.


[!Time]

Adds the current time when the item was created.


[JobName]

Will give you the Job's Name.


[..\PropertyName]

Will get the parent item's property name.
Example: [..Qty] will give you the parent item's [Qty] property.


[..\Name]

Will give you the [Name] property of the parent of the parent item.


[..]

Will get the parent's property with the same property name. [..\..] works as well if you need the grandparent's same property name.


[..\!Units('Takeoff')]

Gives you the parent item's Takeoff property Units, so you can specify the parent item !Units of ('PropertyName')
Example [..\!Units('Takeoff')] will give you SQ FT if the parent item is an Area. If the parent item is a Linear then the result would be FT.

For Labels must be [..\..!Units('Takeoff')] . They are children's of sections, which do not have Units('Takeoff') specified.


[!FolderLocation]

Gives you the path to the folder the item is located in.


[!ExePath]

Gives you the path of the PlanSwift.exe file.


[SettingsUser]

Gives you the PlanSwift User Name.


[!Sum(PropertyName)]

Gives you a sum of all sub item or children items under that parent item; for example: [!sum(Price Total)] will give you the sum of all sub-items under that item. It's good for Assemblies to have sum of that property in () on all sub parts.


[!RandomColor]

Will pick a random color each time you create a new item.


Pi

Returns a value of 3.1415926535897932385
Example:
Pi*Sqr([Diameter]/2)
This example could be used to find the area of a circle.


Hypot(Number1, Number2)

Will return the Hypotenuse of a right angle.


Sqr(Number) or X^2

Returns a number squared: the numeric value to be squared.
Example:
Sqr(2) will return 4
Sqr(4) will return 16
Sqr(5) will return 25


Sqrt(Number)

Returns the square root of a number: the numeric value to find square root value of.


Example:

Sqrt(25) will return 5
Sqrt(64) will return 8
Sqrt(144) will return 12


Exp(Number)

Returns e (the base of natural logarithms) raised to a power. This is a numeric value to be raised to e.
Example:
Exp(1) will return 2.72
Exp(2) will return 7.39

Exp(3) will return 20.09


Round(Expression)

Returns a number of the value rounded to the nearest whole number. If X is exactly halfway between two whole numbers (X.5), the result is always the even number. This method of rounding is often called "Bankers Rounding". (Expression) This is a value to be rounded.

Example:
0.5 will round to 0
0.75 will round to 1
1.5 will round to 2


Round(([Property]*2) +0.5)/2

Will round to the nearest half.

Example:
Round(([Takeoff]*2) +0.5)/2

So, If [Takeoff] was 1.3
result would be 1.5


Ceil(Expression)

Returns a number of the value rounded up to the nearest whole number. This method of rounding is called "Round Up"
(Expression) This is a value to round up to the nearest whole number.
Example:

Ceil(1.3) will round to 2
Ceil(1.5) will round to 2

Ceil(2.1) will round to 3


Floor(Expression)

Returns a number of the value rounded down to the nearest whole number. This method of rounding is called "Round Down"
(Expression) This is a value to round down to the nearest whole number.
Example:
Floor(1.3) will round to 1
Floor(1.5) will round to 1

Floor(2.1) will round to 2


Min(Expression1, Expression2)

Returns the lesser of two numeric values.
Expression1 This is a value to be used in the evaluation of finding which value is smaller.
Expression2 This is a value to be used in the evaluation of finding which value is smaller.
Example:
Min(2, 4) will return 2

Min(10, 5) will return 5


If ('[Stud Length]' = '8') then result := '8 foot stud 26PC' Else
If ('[Stud Length]' = '10') then result := '10 foot stud 2610' Else
Result := 0

Returns a value based on what another property is set to. Then at the end If no value is set in [Stud Length] it will result in a 0.


If ('[PropertyName]'<= '8') then result := 8 Else
If ('[PropertyName]'>= '10') then result := 10 Else
Result := 0

Is an "If Expression" using < Greater or Less Than > signs.

Example:
if # is 9 if expression will return 10
if # is 6 if expression will return 8


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