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AI Formula Assistant - Advanced Analytics

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Use the AI Formula Assistant to write new formulas, fix errors in existing ones, and understand what a formula does - all directly from the formula bar in your workbook. Describe what you want to calculate in plain language and the assistant will suggest the right formula instantly.

How to use the AI Formula Assistant

Write a new formula

  1. Open a workbook in the Analytics tab and select a cell where you want to add a formula. 
  2. Click into the formula bar. The AI Formula Assistant panel will appear. Table showing an empty column. Formula assistant menu displayed with cursor over the "Write a new formula" option.
  3. Describe the calculation you need in plain language and click Write formula. Formula assistant with a prompt to write a formula to calculate gross profit margin with revenue and COGS and a formula response of If([REVENUE] = 0 or IsNull([REVENUE]) or IsNull([COGS]), Null, ([REVENUE] - [COGS]) / [REVENUE])
  4. The assistant will suggest a formula. Review it and click Use formula to insert it into the cell.

Fix an error in an existing formula

  1. Select a cell with a formula that contains an error.
  2. Click into the formula bar to open the AI Formula Assistant panel.
  3. Click Correct this formula. Table showing a column with a formula error. Formula assistant menu displayed with cursor over the "Correct this formula" option.
  4. The assistant will identify the issue and suggest possible corrected formulas. Click Apply to update the cell. AI correct formula correcting the incorrect formula of "Quantity" * "Cost" by suggesting valid Sigma syntax. 3 different options display, one showing to use brackets instead of quotes around column names, and two others showing to do that and possibly wrap the column name with the Number function.

Explain an existing formula

  1. Select any cell that contains a formula.
  2. Click into the formula bar to open the AI Formula Assistant panel.
  3. Click Explain this formula. Table showing a column generated by a formula. Formula assistant menu displayed with cursor over the "Explain this formula" option.
  4. The assistant will display a plain-language explanation of what the formula does. AI explain formula for "DateTrunc('day', [Date] formula, with the explanation: "the date in the column date, trimmed down to the day.")

What the AI Formula Assistant can do

  • Write new formulas from a plain-language description
  • Identify and correct errors in existing formulas
  • Explain what any formula does in plain language
  • Works with all formula types available in Robin workbooks

Availability and permissions 

The AI Formula Assistant is available exclusively to Advanced Analytics users with edit privileges. The formula bar assistant panel is only visible to users in this group. If you don't see the panel, check with your Robin admin to confirm your access level.

Related articles

Refer to Sigma's resources to learn how to use AI to assist with formulas in Robin custom dashboards:

Articles in this section

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