The document outlines the functionalities of OpenBOM formulas, focusing on the definitions and usage of totals, formulas, and rollups. It includes practical use cases for importing data from Excel, creating and editing formulas, and troubleshooting common errors. The content is geared towards enhancing user experience and understanding of OpenBOM's multi-level BOM capabilities.

1. Mastering OpenBOM Formulas, Totals
and Rollups
Steve Hess
Director of User Experience, OpenBOM
stevehess@openbom.com
© OpenBOM, 2018 (Newman Cloud Inc.)

2. Definitions:
Totals: A setting that when enabled, displays column sum in the bottom row of the
Single Level BOM screen
Formula: a mathematical function created by the Formula Builder in a single cell.
May be applied to all rows, even sub-levels when defined as “Rollup”
Rollup: A feature of a formula. When a formula is defined as a “Rollup” OpenBOM
will look down all sub-levels, SUM that property and return the SUM up one level.
Multi Level BOMs only.
© OpenBOM, 2018 (Newman Cloud Inc.)

3. Use cases
→ Simple import from Excel & display Totals (gearbox-1)
→ Creating and editing a Formula
→ Using the Rollup option of a Formula
→ Define Rollup for Cost & Mass (Differential)
© OpenBOM, 2018 (Newman Cloud Inc.)

4. Use cases 1 & 2 live

5. Anatomy of an OpenBOM Rollup
© OpenBOM, 2018 (Newman Cloud Inc.)

6. SUM (Calc cost)
Total Value
X
X
X
Cost * Quantity

7. Troubleshooting
#ERR is an indication that you have a problem with your formula. Likely a null or
zero value in a property. In rollups it may be in a sub-level
Formulas support one set of parens ( ). (limitation removed with next release)
Rollups must have only two values: Ex. Cost * Quantity
Up to two property rollups per BOM (ex. Mass and Cost) (limitation removed with next
release)
Reload browser can clear many issues
Unresponsive formula? Edit Formula and “Apply to all”, click OK
© OpenBOM, 2018 (Newman Cloud Inc.)

8. Questions?
Please type into the webinar panel or send to support@openbom.com