Table of Contents

Overview

Quantitative record fields (listed below) can be completed by directly entering a number in the field or by setting up a formula to calculate the value.

Video Tutorial

Key Concepts

Formula, Calculation, and Result Concept Definitions

• Formula / Expression - A general rule expressed mathematically that shows the relationship between different variables. A definition with placeholders (variables) that can be filled with specific values.

• Calculation / Equation - Application of the operations specified in a formula/expression to output a numerical result. It involves substituting the given values into the variables and performing the mathematical operations.

• Calculated Value / Result - The calculated result is the final numerical output obtained by completing the calculation or equation. It is the answer or solution to the mathematical problem.

The display of the information depends on the product area that the user is in. Currently, we do not display the calculation performed with the actual values applied.

Building Formulas

To set up the formula used to calculate a value, users will: Click the calculator icon > Click into the formula box > Type the formula > Click the “Calculate” button. Numbers, decimals, operators, and standard calculation formatting can be used. For more complicated operations, users can search in the “Functions” menu and select the desired function to add it to the formula with proper formatting. Once the “Calculate” button is selected, the tool will validate the formula, perform the calculation, save the formula and the calculated value in the field. If there are any errors (e.g. formatting, circular references, etc.), the errors will be displayed below the box. Users will have to resolve the errors before clicking “Calculate” in order to save the formula and calculated value.

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Referencing Other Values Using Smart Content

With the Formula Builder, users can set up formulas that include smart content references to other calculated values. For example, users can now add an Acceptance Criteria Range with limits defined as Target ± 10%. To define the Lower Specification Limit (LSL), users will Open the LSL field calculator > Navigate to the “Smart Content” menu > Search and select the Target field > Type the rest of the formula so that the formula appears as Target*90. In the Smart Content menu, users will be able to select any numerical fields within the same record from other records within the same Process, from Product records within the same Project. Important considerations when using smart content in formulas are listed below:

• Calculated values will automatically update when smart content references used in the formula are updated. For all update records, new draft records will be created and assigned a new version number.

• Updating and clearing a numerical field or archiving a record will affect other records. These actions may affect the the formula, calculated value, state (e.g. draft or approved), and version of the other record.

  • In some cases, when updating or clearing a numerical field, the formulas in related records will be invalid. These fields will display an alert icon and “REF!” value to notify the user of the reference error. Reference errors occur when variables in the formula cannot be identified, which may occur if the record has been archived. Users will be required to resolve the errors in these records in order to save a new draft or approve the record.

  • For archiving records specifically, it is important to note that any formulas in related records that reference a numerical field in the archived record will be removed. Users will be required to rebuild the formulas in all related records and will be warned when initiating the archive process.

• When records are copied, formulas will also be copied. The formula will automatically update to change existing formula references to the new copied formula references. If the formula references a field that was not copied, the formula will remain the same. For example, when copying a Unit Operation, all formulas that relate records within the Unit Operation will be updated to reference the new copied records. However, any formula that relates a record within the Unit Operation to a record from a different Unit Operation or a Product record (e.g. FQA, FPA), the formula will remain the same and refer to the same record.