# Formulas in business logic and pivot tables

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All Creatio products

Save time your employees spend on data processing by automatically calculating dates and numeric values in section pages and pivot tables. For instance, you can calculate a product price after taxes, an ETA for a task or a contract amendment date. To set up these calculations, use formulas in the “Set field value” business rule and in pivot table settings. You can navigate to the formula setup window:

• by clicking when setting up the Set field value business rule;
• by clicking Add calculated field in the pivot table settings.

This will open the formula setup window (Fig. 1).

Fig. 1 Formula setup window • Constants and variables. For example, you can enter any number or you can use the page field values from the formula setup window's Parameter menu.
• Mathematical operators (+, –, *, /, brackets).
• There also are several function groups used with dates: Date difference, Add to date, Date part, CurrentDateTime. The function by itself is a valid formula, but you can also combine functions with other elements.

## Date calculation functions for formulas

Function group Description Function Pivot tables Business Rules
Add to date Adds the specified number of years/weeks/hours, etc. to the date. The calculation result's data type is “Date/Time”. AddYear + +
Date difference Calculates how many years/weeks/hours, etc. there are between the dates. The calculation result's data type is “Integer”.
Creatio uses calendar boundaries to calculate the difference. For instance, DiffYear(2020-12-31, 2021-01-01) = 1
If the first date in the function is later than the second date, the calculation result will be negative.
DiffYear + +
DiffQuarter +
DiffMonth + +
DiffWeek +
DiffDay + +
DiffHour + +
DiffMinute + +
Date part

Determines the number of the original date's year/month/day, etc. The function always uses the 24-hour format. For instance, the date 02.16.2021 3:38 PM contains the following:

• 2021th year,
• 2nd month,
• 8th week,
• 3rd day of the week,
• 16th day,
• 15th hour.
The calculation result has an “Integer” data type.
PartYear +
PartMonth +
PartWeek +
PartDay +
PartDayWeek +
PartHour +
CurrentDateTime Determines the current date and time. The calculation result's data type is “Date/Time”. The function's brackets have to remain empty. CurrentDateTime +

Example. Calculate the sum of per diem payments to issue an employee.
```Target field: [Sum to issue]
Variables: the values of fields [Per diem] and [Duration, days].
Formula: = [Per diem] * [Duration, days]```
Example. Calculate the call duration.
```Target field: [Duration]
Elements: the values of fields [Start date] and [End date].
Formula: = DiffMinute([End date], [Start date])```
Example. Calculate how many years an employee has worked for the company.
```Target field: [Works for the company, years]
Elements: the values of [Career start date] field and the current date.
Formula: = DiffYear(CurrentDateTime(), [Career start date])```
Example: Calculate support agent's efficiency
```Target field: [Efficiency, %]
Elements: [Cases closed during the month], [Cases processed during the month], [Cases escalated during the month], 100 (percentage conversion multiplier).
Formula: = (([Cases closed during the month] + Cases escalated during the month])/ [Cases processed during the month])*100
```