Choosing Formula Patterns

作者 gopigment6fec49f4ce9d無授權條款22 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫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.

僅含說明Business & Finance Productivity & Workflow

AI 產生的概覽

在撰寫公式前，將業務需求對應到公式模式組合的規劃指南。

功能: 此技能提供決策框架，把業務需求對應到使用情境所需的公式模式與修飾符。內容涵蓋彙總、實際與計畫對比、驅動因素預測、滾動結轉、時間位移、分攤、計畫期閘控、維度彙總和存取權限。它也會指向語法、修飾符、函式、效能和迭代循環等相關執行技能。
適用情境: 適用於撰寫公式之前，需要判斷某項業務需求應採用哪些模式組合與修飾符時。它被定位為實作類技能之前的規劃步驟。
執行需求: 僅為說明性內容，不含指令碼。它會依名稱引用其他技能，但除代理外不需要任何工具、套件或認證資訊。

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

來源與署名

來源：gopigment/ai-plugins位於skills/choosing-formula-patterns提交6fec49f

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檢舉或申請下架

Choosing Formula Patterns

Choosing Formula Patterns

Decision Framework

What to Read Next

來源與署名

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