Model Functions

The investment model supports several built-in functions that help users perform calculations and logic-based operations efficiently. Below is a list of commonly used functions, with brief descriptions and usage tips.

SUM

Adds together a range of numbers.

Usage:

SUM(value1, value2, ...)

Example:

SUM([Revenue], [Costs])

Use SUM when you need to add multiple row references or constants.

MIN

Returns the smallest value among the inputs.

Usage:

MIN(value1, value2, ...)

Example:

MIN([Cost Option A], [Cost Option B])

MAX

Returns the largest value among the inputs.

Usage:

MAX(value1, value2, ...)

Example:

MAX([Scenario 1], [Scenario 2])

AVERAGE

Returns the average (arithmetic mean) of the inputs.

Usage:

AVERAGE(value1, value2, ...)

Example:

AVERAGE([Year 1], [Year 2], [Year 3])

IF

Returns one value if a condition is true, and another if it is false.

Usage:

IF(condition, value_if_true, value_if_false)

Example:

IF([Revenue] > 0, [Profit], 0)

Use IF for conditional logic, such as toggling values based on assumptions.

OR

Returns TRUE if any of the conditions are true.

Usage:

OR(condition1, condition2, ...)

Example:

OR([Is Domestic], [Is International])

AND

Returns TRUE only if all conditions are true.

Usage:

AND(condition1, condition2, ...)

Example:

AND([Is Active], [Has Revenue])

SWITCH

Returns different values depending on which condition matches.

Usage:

SWITCH(expression, case1, result1, case2, result2, ..., default_result)

Example:

SWITCH([Plan Type], "Basic", 10, "Premium", 20, 0)

SWITCH is useful for replacing multiple nested IF statements.

OFFSET

Returns the value of a row from a relative position (e.g., a previous or next period).

Usage:

OFFSET(reference, offset_amount)

Example:

OFFSET([Revenue], -1)

Use caution with OFFSET to avoid referencing out-of-bounds periods.

Weissr-specific functions

These pages include additional functions designed specifically for Weissr’s investment modeling logic.