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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 formulas and understand what a formula does. It works from the formula bar in your workbook. Describe what you want to calculate in plain language, and the assistant suggests the right formula.

Use the AI Formula Assistant

You can write, fix or explain a formula.

Write a new formula

  1. Open a workbook in the Analytics tab and select a cell where you want to add a formula.
  2. Select the formula bar. The AI Formula Assistant panel opens. 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 select 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 suggests a formula. Review it, and select Use formula to add it to the cell.

Fix an error in a formula

  1. Select a cell with a formula that contains an error.
  2. Select the formula bar to open the AI Formula Assistant panel.
  3. Select 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 finds the problem and suggests corrected formulas. Select 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 a formula

  1. Select any cell that contains a formula.
  2. Select the formula bar to open the AI Formula Assistant panel.
  3. Select 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 shows 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

The AI Formula Assistant can:

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

Availability and permissions

The AI Formula Assistant is available only to Advanced Analytics users with edit privileges. Only users in this group see the assistant panel in the formula bar. If you do not see the panel, ask your Robin admin to confirm your access level.

Related articles

To learn more about Advanced Analytics and custom dashboards, see these articles:

To learn how to use AI with formulas in Robin custom dashboards, see Sigma's article Use AI with Formulas.

Articles in this section

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