> For the complete documentation index, see [llms.txt](https://docs.pentaho.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pentaho.com/pba-report-designer/10.2-report-designer/perform-calculations-in-report-designer-cp/use-the-formula-editor.md).

# Use the Formula Editor

When adding conditional formatting or other constraints on data-driven report elements, you have the option of using a built-in Formula Editor to help you build an expression with a graphical interface. All element properties in Report Designer can have formulas. You can type in your own formula by hand, but it's much easier to use the built-in Formula Editor to build an expression.

The Formula Editor provides you with basic math and comparison operators so that you don't have to enter them manually. Also provided are concatenate and percent functions. Click the **Field Selector** to select fields in the report.

Follow the instructions below to use Formula Editor:

1. Click on the element you want to add a condition or constraint to.
2. In the **Style** pane, select the property you want to add a constraint to, then click the round green **+** icon on the right side of the field.
3. Click the **...** button.

   The Formula Editor window appears.
4. Select a function category from the drop-down box.

   The default category is All.
5. Select a function from the **Functions** list.

   If you click on a function, a description of what it does will appear in the tan-colored field at the bottom of the window.
6. Double-click on a function to bring up the option fields.
7. Erase the default values in the option fields, and replace them with your own settings.

   If you need to associate a column with a function, click the **Select Field** button to the right of the field, then select the data or function you want to use. Follow proper SQL syntax in your options; all values must be in quotes, and all column names must be in uppercase letters and enclosed in square brackets.
8. When you're done, click **OK**, then click **Close**.

You have applied a formula to a report element.

**Note:** If you want more information on formula functions, conditionals, and operators, refer to the OASIS OpenFormula reference: <http://www.oasis-open.org/committees/download.php/16826/openformula-spec-20060221.html>. Pentaho does not implement all OpenFormula functions, but the functions Report Designer includes are documented on the OASIS website.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.pentaho.com/pba-report-designer/10.2-report-designer/perform-calculations-in-report-designer-cp/use-the-formula-editor.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
