We've made several improvements to the formula editor to help you define variable logic faster and more intuitively. Our goal with this release is to streamline the formula editing process, and improve the discoverability of powerful features, ultimately helping you work more efficiently and accurately.

What's new

This release introduces four key enhancements to streamline your work:

• Formula presets:  A new selector allows you to define your variable logic clearer in the model builder. For version, quickly switch between Custom formula, Manual input, and Same as actuals (which reuses the logic defined on Actuals).
  • We'll soon expand this selector to include a new Moving Average and AI Forecast presets.
• Formula preview bar: This visual guide appears immediately when you select a function. It highlights the parameter you are currently filling and shows what parameters are still expected, ensuring you complete complex formulas correctly.
• New formula editor UI:Key actions are now easier to find and use.
  • Look for dedicated Clear, Apply, and Cancel buttons.
  • When using Same as actuals, you can now quickly use Unlink and edit to customize the inherited logic.
  • An AI-generate formula action is available when the editor is empty to suggest logic.
• Keyboard shortcuts: Use shortcuts for faster editing actions directly within the editor.

Learn more about these new changes here: Working with formula editor.