EXPRESSIONS

Steps to create an expression in Both Word and Excel:

1. Click on expression icon.
2. Click on Add button.
3. Enter the valid name, Return Type of expression.
4. Click on next button.
5. To create an expression, select the expression from the function drop down.
6. Select the tag and attribute value in the expression.
7. Click on Insert Tag button.
8. Click on save button.

Functionality of different types of expression that can be used:

1. Sum Expression
• Definition: Adds all the values of the given tag.
• No of parameters accepted:1.
• Format of the expression: sum (Valid Tag Value).

2. Count Expression.
• Definition: Counts the number of cells that contains the tag value.
• No of parameters accepted:1.
• Format of the expression: count([Portfolio.name]).

3. SQL Top.
• Definition: Calculates the given number of top values.
• No of parameters accepted:1.
• Format of the expression: Top([Portfolio.market_Value],10).

4. Join Expression.
• Definition: Joins the values in two different columns into one column.
• No of parameters accepted:2 or more.
• Format of the expression:
• Join([PortfolioPrimeIndexPerf.asOfDate]=[PortfolioSecIndexPerf.asOfDate]&&[PortfolioPrimeIndexPerf.asOfDate]=[PortfolioTerIndexPerf.asOfDate]&&[PortfolioPrimeIndexPerf.asOfDate]=[PortfolioRecords.asOfDate]).

5. Bottom Expression
• Definition: Return the bottom values of given expression.
• No of parameters accepted:2 or more.
• Format of the expression: bottom([Portfolio.market_Value],10).

6. Order By:
• Definition: Return the values of given expression in ascending order.
• No of parameters accepted:2 or more.
• Format of the expression: Security.AssetClassCode

7. Excel Formulae
• Definition: Return the result according to excel formulae.
• No of parameters accepted: 1 or more
• Format of the expression: excelformulae(=COUNTA([Security.name]:[Security.name]))

8. Color Expression in miscellaneous
• Definition: Return the color of the expression from server.
• No of parameters accepted:1 or more
• Format of the expression: color([Industry.rgbColorCode])

9. Date Range
• Definition: Return the color of the expression from server.
• No of parameters accepted:1 or more.
• Format of the expression: Annual.asOfDate

10. Visibility Expression
• Definition: Return the color of the expression from server.
• No of parameters accepted:1 or more
• Format of the expression: Portfolio.portfolioId=” ALB”.
• Row and Column visibility: You can now hide the specific row or column of a table( only tables with SingleValueTags). Just apply visibility comment on 1^st column text to hide the row, and 1st-row text to hide column.

11. Group by Expression.
• Definition: Returns the grouping of values from large number of values of given expression.
• No of parameters accepted:1 or more.
• Format of the expression:groupBy(Industry.Name)

12. Where Expression
• Definition: Return the specific values from large number of values of a expression.
• No of parameters accepted:1 or more
• Format of the expression: Where(position.Quantity>0)

 Note : On Entering the tag in comment section using where condition which contains =null and !=null will also work. For example:

· Insert a table,and add tag

· After adding tag right click on it and add the comment of null

· Example: Expression: ([Indextransaction.Originalcost]!=null)

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· The output will come which is not equal to null