The Formula Builder tool provides several available PlaidXL functions. The Formula Builder is extremely useful because it allows the creation of PlaidXL formulas through a point-and-click interface. See Model Builder Functions for more description.
To place a formula in a specific cell:
PlaidXL allows you to either select a function or build your own formula.
To view functions:
A formula is built by selecting parameters or by manually typing it into the formula box.
To select parameters:
Note: Be sure to type the parameter between double quotes (“Parameter”)
Just like native excel functions, PlaidXL allows you to anchor rows and columns by putting a ‘$’ ahead of the desired anchor. PlaidXL can predict the anchor based on the report section, but this can be changed by the user. See PlaidXL Report Design for more information.
Remember these rules while anchoring:
Excel Calculation buttons are shortcuts for the native Excel features.
Some fields within PlaidXL have a default value.
Fields with default values:
“Fix Formula” corrects the PlaidXL location path. This may be required when a workbook containing PlaidXL functions is shared between users. PlaidXL automatically tries to adjust the local user path to PlaidXL after the workbook has opened, but in some rare cases, it may not function properly. In those cases, execute the process manually by pressing “Fix Formula”.
Note: Fix Formula runs on all Excel tabs
When a PlaidXL workbook is shared with other users, make sure they have PlaidXL installed. They will not be able to see the report properly if PlaidXL is not installed. PlaidXL adds formulas to the standard Excel formula library, which will not exist for users without PlaidXL, causing reference errors in the worksheet.
If a user receives a PlaidXL report and does not need to update it, then the “Remove PlaidXL Function” tool comes in handy. This provides a convenient way to distribute PlaidXL reports to others without requiring all recipients to have PlaidXL installed. This process removes all the PlaidXL formulas and replaces the cell contents with the value instead. All native Excel formulas are retained, and only the PlaidXL-based formulas are replaced with values.
Note: Use “Remove PlaidXL Functions” to distribute PlaidXL reports to people who do not have PlaidXL installed.