Choosing Formula Patterns

作者 gopigment6fec49f4ce9d无许可证22 个星标收录于 2026年10月8日更新于 2026年10月8日仓库2天前更新

Planning skill. Use before writing formulas to decide which patterns and modifiers are needed for the use case. Maps business requirements to formula pattern combinations.

仅含说明Business & Finance Productivity & Workflow

AI 生成的概览

在编写公式前，将业务需求映射到公式模式组合的规划指南。

功能: 该技能提供决策框架，把业务需求映射到用例所需的公式模式与修饰符。内容涵盖聚合、实际与计划对比、驱动因素预测、滚动结转、时间偏移、分摊、计划期门控、维度汇总和访问权限。它还会指向语法、修饰符、函数、性能和迭代循环等相关执行技能。
适用场景: 适用于编写公式之前，需要判断某项业务需求应采用哪些模式组合与修饰符时。它被定位为实施类技能之前的规划步骤。
运行要求: 仅为说明性内容，不含脚本。它会按名称引用其他技能，但除智能体外不需要任何工具、软件包或凭据。

Choosing Formula Patterns

Load this skill before writing formulas. It maps business requirements to the pattern combinations you need, then points you to the execution skills for implementation.

Decision Framework

Business Requirement	Patterns to Combine	Key Modifiers / Functions
Pull actuals from transaction data	TL aggregation via the list's Month property	`BY SUM/AVG` over `'TL'.'Month'` + `ITEM`
Actual vs Plan in one metric	Version time windows + unified reporting	`IF('Is_Actual', ..., ...)` with `Is_Actual`/`Is_Plan` booleans
Driver-based forecasting	SWITCH engine + growth assumptions	`SWITCH` on method ID + `Is_Plan` guard
Single-metric roll-forward (cash, one balance line)	Compounding chain in one metric	`PREVIOUS(Month)` + `IFDEFINED` seed
Multi-metric balance roll-forward (inventory, cash, loan balances)	Cross-metric iterative chain — load `skill:iterating-with-previous-and-cycles`, create the cycle before writing PREVIOUSOF formulas	Prior-period ending via `PREVIOUSOF('Ending …')`; ending = beginning + inflows − outflows — not `PREVIOUS(Month)` or `[SELECT: Month - 1]`
Prior year baseline	Time offset lookup	`[SELECT: Month-12]` (not PREVIOUS)
Grow a prior-year baseline by a rate on top on data by Month	Time-dimensioned assumption + broadcast	`[SELECT: Month-12]` × `(1 + 'Growth %'[BY CONSTANT: Month.Year])`
Allocate annual total to months	Period allocation	`[BY SPLIT: Month.Year]` (not BY CONSTANT)
Replicate a rate/flag to all months	Constant broadcast	`[BY CONSTANT: Month.Year]`
Override-first staging	Manual override priority	`IFBLANK('Override', 'Calculated')`
Gate values to plan periods only	Plan gating	`IF('Is_Plan', expr, BLANK)`
Date-range presence (active periods)	Temporal presence	`PRORATA(Month, Start, End+1)` + `ISDEFINED`
Aggregate by property hierarchy	Dimensional rollup	`[BY: Dimension.'ParentProperty']`
Aggregate with mapping metric	Mapped allocation/rollup	`[BY Method: SourceDim -> MappingMetric]`
Cross-app data consumption	Library references	`'SourceApp'::'Metric'` + `RESETACCESSRIGHTS` on PULL
Fill gaps in time series	Forward fill	`FILLFORWARD('Input', Month)` as cleaning layer
"In/for a specific period or item" (target keeps that dimension)	Point-in-time lookup, sparse	`[FILTER: Dim = 'Dim'."Item"]` — not `[SELECT: ...][ADD CONSTANT: ...]`, which broadcasts the value to every item on that dimension instead of restricting to just this one
Collapse a dimension entirely by a flag (target drops that dimension)	Selective extraction	`[SELECT: Account.'IsRevenue']`
Tiered/banded lookup (tax brackets, commissions)	Segmentation pattern	`IF` + `[REMOVE FIRSTNONBLANK: Tier]`
Access rights metric	Security formula	`IFDEFINED('Users roles', ACCESSRIGHTS(...))` with BLANK for denied

What to Read Next

For domain-specific pattern combinations (OPEX, Workforce, Revenue, P&L, FX, Balance Sheet), see skill:solving-financial-planning and skill:solving-workforce-planning. For inventory and supply chain roll-forwards, read skill:solving-supply-chain before writing formulas.

skill:writing-pigment-formulas — syntax reference
skill:using-formula-modifiers — modifier mechanics
skill:using-formula-functions — function signatures
skill:writing-performant-formulas — pre-delivery checklist
skill:iterating-with-previous-and-cycles — PREVIOUS/PREVIOUSOF cycles

来源与署名

来源：gopigment/ai-plugins位于skills/choosing-formula-patterns提交6fec49f

许可证：无许可证

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

举报或申请下架

Choosing Formula Patterns

Choosing Formula Patterns

Decision Framework

What to Read Next

来源与署名

更多来自 gopigment/ai-plugins 的技能

Writing Pigment Formulas

Writing Performant Formulas

Using Search Tools

Using Mapped Dimensions

Using List Subsets

Using Formula Modifiers

更多Business & Finance技能

Gke Cost Optimization

Google Ads Api Account Diagnostics

Tax Prep

Plan Payroll

Job Post Builder

Contract Review