Formula validation

Formula validation rules such as basic arithmetic, comparative, logical, and functional operations are used to improve the accuracy and reliability of data extraction.

Tip: We recommended using functional operators instead of mathematical operators when validating fields and tables for better accuracy.
When formulating an expression remember the following:
  • All function names must be in capital letters.
  • All formulas must result in either a true or false validation.
  • Field and column names are case sensitive when used within formulas. If field is defined as Qty in design, using qty or QTY in formula results in an invalid formula.
  • For variable declaration or manipulation, ensure not to use certain keywords that are reserved for formulating an expression, including SUM, SUB, DIV, MUL, COLSUM, IF.

Mathematical operators

Operations Description Syntax
+ Addition Field/Column_Name1 + Field/Column_Name2
- Subtraction Field/Column_Name1 - Field/Column_Name2
* Multiplication Field/Column_Name1 * Field/Column_Name2
/ Division Field/Column_Name1 / Field/Column_Name2

Comparative operators

Operations Description Syntax
== Equal To

[Current Field/Column Name] == [expression comprised of one or more field/column name or fixed numeric values]

For example, AMOUNT == MUL(QUANTITY, UNIT_PRICE)
>= Greater than or Equal To

[Current Field/Column Name] >= [expression comprised of one or more field/column name or fixed numeric values]

For example, TOTAL_BILL_AMOUNT >= AMOUNT_PAID
<= Less than or Equal To

[Current Field/Column Name] <= [expression comprised of one or more field/column name or fixed numeric values]

For example, AMOUNT_PAID <= TOTAL_BILL_AMOUNT
> Greater Than

[Current Field/Column Name] > [expression comprised of one or more field/column name or fixed numeric values]

For example, BILL_AMOUNT > 0
< Less Than

[Current Field/Column Name] > [expression comprised of one or more field/column name or fixed numeric values]

For example, DISCOUNT_PERCENTAGE < 100
!= Not Equal To

[Current Field/Column Name] != [expression comprised of one or more field/column name or fixed numeric values]

For example, DEBIT_AMOUNT != 0

Logical operators

Operations Description Syntax
&&

And: Field/Column is valid if all conditions are true

<Current Field/Column Name> <operator 1> <expression 1> && <Current Field/Column Name> <operator 2> <expression 2>

For example, DISCOUNT_PERCENTAGE >= 0 && DISCOUNT_PERCENTAGE <=100

||

Or: Field/Column is valid if any one of the given conditions is true

<Current Field/Column Name> <operator 1> <expression 1> || <Current Field/Column Name> <operator 2> <expression 2>

For example, DISCOUNT_PERCENTAGE >= 0 || DISCOUNT_PERCENTAGE == 'Net'

!

Not: Converts a true expression to false and also the other way round

!<expression>

For example, !(AGE < 18) ==> valid when AGE is not less than 18

Functional operators

Operations Description Syntax
SUM

Summation: gives result of addition of one or more field/column/fixed-number values

SUM(n1,n2,....,nN)

For example, SUM(SUB_TOTAL, SERVICE_TAX, EDUCATION_CESS) ==> equivalent to SUB_TOTAL plus SERVICE_TAX plus EDUCATION_CESS
SUB

Subtraction: gives result of subtraction of one or more field/column/fixed-number values from the first specified value

SUB(n1,n2,....,nN)

For example, SUB(SUB_TOTAL, TOTAL_DISCOUNT, ADJUSTMENTS) ==> equivalent to SUB_TOTAL minus TOTAL_DISCOUNT minus ADJUSTMENTS
MUL

Multiplication: gives result of multiplication of one or more field/column/fixed-number values

MUL(n1,n2,....,nN)

For example, MUL(QTY_IN_BOX, UNIT_PRICE, SHIPPED_BOXES) ==> equivalent to QTY_IN_BOX multiply-with UNIT_PRICE multiply-with SHIPPED_BOXES
DIV

Division: gives result of division of one or more field/column/fixed-number values from the first specified value

DIV(n1,n2,....,nN)

For example, DIV(AMOUNT, SHIPPED_BOXES, UNIT_PRICE) ==> equivalent to AMOUNT divide-by SHIPPED_BOXES divide-by UNIT_PRICE
COLSUM

Sum of a given Column in a table: gives result after evaluating given expression for each row of specified table and adding them all together

COLSUM("<table-name>", "<expression to evaluate for each row of specified table-name>")

For example, FINAL_TOTAL == COLSUM("LINE_ITEMS", "MUL(QTY, UNIT_PRICE)")

Say there are 3 rows for table LINE_ITEMS, then FINAL_TOTAL should be equal to MUL(QTY1, UNIT_PRICE1) + MUL(QTY2, UNIT_PRICE2) + MUL(QTY3, UNIT_PRICE3)

where, QTY1 is QTY value in row 1, similarly UNIT_PRICE1 is UNIT_PRICE value in row 2, and so on for other rows as well.