Formula Transformations

Formulas let you combine multiple operations into a single transformation. Instead of creating separate steps for each calculation, write one formula that does it all.

Syntax

FUNCTION(argument1, argument2, ...)

Column names — Use the column name directly: Amount, Fee, Rate
Column names with spaces or special characters — Wrap in brackets: {Settled Amount} or [Settled Amount]
Numbers — Use directly: 100, 2.5, 0
Text — Wrap in double quotes: "-", "USD"
Nesting — Any argument can be another formula: ROUND(SUM(Amount, Fee), 2)

Available Functions

Math

Function	Description	Example
`SUM`	Add values together	`SUM(Amount, Fee)`
`SUBTRACT`	Subtract values	`SUBTRACT(Amount, Fee)`
`MULTIPLY`	Multiply values	`MULTIPLY(Amount, Rate)`
`DIVIDE`	Divide (safe — returns empty if dividing by zero)	`DIVIDE(Amount, 100)`
`AVERAGE`	Average of values	`AVERAGE(Amount, Fee, Tax)`
`ABS`	Absolute value	`ABS(Amount)`
`ROUND`	Round to N decimal places	`ROUND(Amount, 2)`

Text

Function	Description	Example
`LEFT`	First N characters	`LEFT(Reference, 3)`
`RIGHT`	Last N characters	`RIGHT(Reference, 4)`
`TRIM`	Remove leading/trailing spaces	`TRIM(Name)`
`UPPER`	Convert to uppercase	`UPPER(Currency)`
`LOWER`	Convert to lowercase	`LOWER(Status)`
`CONCAT`	Join values together	`CONCAT(FirstName, " ", LastName)`

Logic

Function	Description	Example
`IF`	Conditional: IF(condition, then, else)	`IF(Amount > 0, Amount, 0)`

IF conditions: >, <, >=, <=, =, !=

Arithmetic Operators

You can also use standard arithmetic directly:

Amount + Fee
(Amount - Fee) * Rate
Amount / 100

Division by zero is handled safely (returns empty).

Examples

Calculate a percentage

ROUND(MULTIPLY(DIVIDE({Difference (fee dr)}, Amount), 100), 2)

Sum two columns and round

ROUND(SUM(Amount, Fee), 2)

Build a composite key

CONCAT(LEFT(Reference, 3), "-", UPPER(Currency))

Conditional value

IF(Amount > 1000, "high", "low")

Net amount after fee and tax

SUBTRACT(Amount, SUM(Fee, Tax))

Percentage with 4 decimal places

ROUND(DIVIDE(Fee, Amount), 4)

Column Name Rules

Column Name	How to Reference
`Amount`	`Amount`
`Settled Amount`	`{Settled Amount}` or `[Settled Amount]`
`Difference (fee dr)`	`{Difference (fee dr)}` or `[Difference (fee dr)]`

If the column name contains spaces, parentheses, or special characters, wrap it in { } or [ ].

Limits

Maximum formula length: 1,000 characters
Maximum nesting depth: 10 levels
Maximum function calls per formula: 20

Getting Started

Use Cases

Bridge

Reconciliation

Reporting

Formula transformation

Formula Transformations

Syntax

Available Functions

Math

Text

Logic

Arithmetic Operators

Examples

Calculate a percentage

Sum two columns and round

Build a composite key

Conditional value

Net amount after fee and tax

Percentage with 4 decimal places

Column Name Rules

Limits

​Formula Transformations

​Syntax

​Available Functions

​Math

​Text

​Logic

​Arithmetic Operators

​Examples

​Calculate a percentage

​Sum two columns and round

​Build a composite key

​Conditional value

​Net amount after fee and tax

​Percentage with 4 decimal places

​Column Name Rules

​Limits

Formula Transformations

Syntax

Available Functions

Math

Text

Logic

Arithmetic Operators

Examples

Calculate a percentage

Sum two columns and round

Build a composite key

Conditional value

Net amount after fee and tax

Percentage with 4 decimal places

Column Name Rules

Limits