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references/advanced-formulas.md
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# Advanced Formulas (SAC 2025.23)
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Purpose: scripted calculations in data actions; choose visual editor for simple flows or script editor for full control.
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## Authoring modes
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- **Visual**: guided blocks for scopes, loops, assignments (027-advanced-formulas-scripts.md, 028-advanced-formulas-visual.md).
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- **Script**: free-form syntax; full reference in 029-advanced-formulas-script-reference.md.
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## Common patterns
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- RESULTLOOKUP for driver retrieval; MEMBERSET for scoped loops; FOREACH for dimension iteration; IF/ENDIF for branching; DATA() for writes.
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- Time offsets: use OFFSET on Date; handle week/month/year granularity explicitly.
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- Exception aggregation: avoid mixing calculated members in copy rules where not supported.
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## Performance tips
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- Narrow MEMBERSET scopes (time/version/org) before calculations.
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- Use temporary variables; minimize writes inside loops.
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- Prefer APPEND vs OVERWRITE intentionally; chunk large periods.
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## Testing
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- Validate on small slice; check job monitor for syntax/validation errors.
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Sources: 027, 028, 029 advanced-formulas docs (SAC Help 2025.23).
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