Formulas are the calculation performed to quantify the item by converting a takeoff variable into the purchase unit of the item. In essence, this will represent how you normally calculate the item. By default, the item’s assigned Coverage Rate will be used, but more complex formulas can be generated to allow for real life variations (multiple layers, thickness, etc).


More On Item and Assemblies

What Is An Item?

Import items into your STACK item database

What Is An Assembly?

Mastering Custom Formulas

Excel Functions in Formulas


Topics

  1. Types of Variables

    1. Takeoff Variables

    2. Custom Variables

  2. Data Representation of Measurement Types

    1. Area

    2. Linear

    3. Count

    4. Linear with Drops

    5. Pitched Area

    6. Pitched Linear

    7. Surface Area

    8. Volume 2D

    9. Volume 3D

  3. Formula Editor

    1. Operators

    2. Order of Operations

    3. Creating Formulas

    4. Formula Validation


Types of Variables

There are two types of variables in STACK, takeoff variables and custom variables.

Takeoff Variables

Takeoff variables represents a data point as measured on the plans. They begin with ‘Measured’ in the variable list:

  • [MeasuredArea]

  • [MeasuredLinear]

  • [Measured Count]

  • [MeasuredLinearWithDrops]

  • [MeasuredDropCount]

  • [MeauredPitchedArea]

  • [MeasuredPitchedLinear]

  • [MeasuredSurfaceArea]

  • [MeasuredVolume2D]

  • [MeasuredVolume3D]

TIP #1 To see what measurement types provide, and examples, see our How to Master Measurement Types help article

Custom Variables

Custom variables represent specific or unique conditions you want to be expressed in the formula (e.g. the height of the wall in feet can be expressed as [WallHeightInFt], or the number or layers can be expressed as [NumberOfLayers]). They are specific to the assembly and their values are typed in by you when the assembly is added to a takeoff in the project.

TIP#1 When creating custom variables, variable names do not allow special characters, meaning no spaces between words, hence why we recommend the first letter of each word is capitalized.

TIP #2 We also recommend to be specific how the value will need to be typed (e.g. add ‘Inches’ in the name if the value should be supplied in inches). They will automatically be wrapped in brackets [ ] when saved.

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Data Representation of Measurement Types

While the takeoff variables names remain the same, what they represent depends on the chosen measurement type.

Area

Takeoff Variable

Represents

[MeasuredArea]

Area of measurement

[MeasuredLinear]

Perimeter of measurement

[MeasuredCount]

Count of measurement

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Linear

Takeoff Variable

Represents

[MeasuredLinear]

Length of measurement

[MeasuredCount]

Count of measurement

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Count

Takeoff Variable

Represents

[MeasuredCount]

Count of measurement

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Linear with Drops

Takeoff Variable

Represents

[MeasuredLinearWithDrops]

Total length of measurement

(vertical and horizontal)

[MeasuredDropCount]

Vertical length of measurement

(calculated from drop length input)

[MeasuredLinear]

Horizontal length of measurement

[MeasuredCount]

Count of measurement

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Pitched Area

Takeoff Variable

Represents

[MeauredPitchedArea]

Pitched area of measurement

(calculated from rise and run input)

[MeasuredArea]

Flat area of measurement

[MeasuredPitchedLinear]

Perimeter of measurement at pitch

(calculated from rise and run input)

[MeasuredLinear]

Perimeter of measurement

[MeasuredCount]

Count of measurement

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Pitched Linear

Takeoff Variable

Represents

[MeasuredPitchedLinear]

Length of measurement at pitch

(calculated from rise and run input)

[MeasuredLinear]

Length of measurement

[MeasuredCount]

Count of measurement

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Surface Area

Takeoff Variable

Represents

[MeasuredSurfaceArea]

Surface area of measurement

[MeasuredLinear]

Length of measurement

[MeasuredCount]

Count of measurement

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Volume 2D

Takeoff Variable

Represents

[MeasuredVolume2D]

Cubic yardage of measurement

(calculated from depth input)

[Measured Area]

Area of measurement

[MeasuredLinear]

Perimeter of measurement

[MeasuredCount]

Count of measurement

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Volume 3D

Takeoff Variable

Represents

[MeasuredVolume3D]

Cubic yardage of measurement

(calculated from width and depth input)

[MeasuredLinear]

Perimeter of measurement

[MeasuredCount]

Count of measurement

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Formula Editor

The formula editor is where we can override the coverage rate of the item in the assembly with a custom formula.

NOTE: The formula of an item will be executed for every figure you draw, then added together and displayed on the Item Reports and Estimates.

Operators

Symbol

Name

+

Add

-

Subtract

(

Open Parenthesis

)

Close Parenthesis

*

Multiply

/

Divide

>

Greater Than

>=

Greater Than or Equal To

<

Less Than

<=

Less Than or Equal To

Order of Operations

STACK uses standard mathematical practices when abiding to the order of operations, also known as PEMDAS (“Please Excuse My Dear Aunt Sally”):

  1. Parenthesis

  2. Exponents

  3. Multiply

  4. Divide

  5. Add

  6. Subtract

Creating Formulas

The formula you create is entirely dependent on the item. Remember, your goal for the formula is to convert a takeoff variable into the purchase unit of the item- so your only limitation is your imagination! To help get you started, here are some common examples:

Convert from Linear to 10' Pieces
[MeasuredLinear]/10

Convert from Area to 500' Rolls (10'x500') with built-in waste
[MeasuredArea]/5000*(1+([WastePercentage0to100]/100))

Convert from Count to Hours
[MeasuredCount]/[DoorsPerHour]

TIP #1 To see other ways to convert data, see our Mastering Custom Formulas help article

TIP #2 To see what Excel functions we support, see Excel Function in Formulas help article

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Formula Validation

STACK follows standard mathematical practices when calculating a value:

  • Invalid Formula:

    Invalid Formula

    occurs when the formula is not complete; either a parenthesis was missed or added, or an operator, such as +, has been added by mistake. Verify the formula is complete before continuing.

  • Invalid Variables:

    Invalid Variables

    occurs when the formula editor does not recognize one of more variables used in the formula. Verify the correct spelling of each variable used in the formula matches the variable listed under the Variables header. If the variable does not exist, create the new variable.

  • This Cell Contains an Invalid Value:

    appears on the item-based reports and on the Material and Labor estimate, and occurs when:
    1. a custom variable is used in the denominator of a formula AND
    2. the custom variable field of the assembly, under the takeoff, is set to zero '0'
    resulting in a calculated value that is undefined. If the item has been used in several takeoffs or assemblies, ANY calculation for the item that results in an undefined value will cause the error to be displayed. Find and resolve the custom variable of the affected takeoff and assembly.

    TIP #1 Use the Item Cost by Takeoff Report to find the affected takeoff. Then edit the assembly added.

    TIP #2 If you are unsure which variable is causing the issue, look at the assembly under the Assemblies tab. The custom variable will be listed in the formula of the affected item.

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