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Step Guide: Evaluate

Flow Control

Calculate financial ratios, scores, and aggregations

Overview

The Evaluate step evaluates mathematical expressions against input data and writes computed results to output fields. Expressions support arithmetic, comparisons, and built-in functions including array aggregations (mean, sum, min, max, stddev, first, last, firstNonZero, lastNonZero) and scalar math (abs, sqrt, ln, pow, round, cagr). Both input and output field sets are fully customizable.

When to Use

  • Compute financial metrics like ROE, CAGR, or margins from raw data
  • Aggregate array data using functions like mean, sum, min, max, or stddev
  • Transform or normalize numeric fields before passing them downstream
  • Add scoring or ranking logic based on numeric criteria

How It Works

Each calculation is an expression string paired with an output field name. Both input and output field sets are fully customizable, so define them to match your data. Expressions can reference input field names directly. Scalar fields resolve to numbers and array fields resolve to number arrays. Supported operators include arithmetic (+, -, *, /, %), comparison (==, !=, >, <, >=, <=), and grouping with parentheses. Built-in functions include array aggregations (mean, sum, min, max, stddev, count, first, last, firstNonZero, lastNonZero) and scalar math (abs, sqrt, ln, pow, round, cagr). Division by zero returns 0. Comparison operators return 1.0 for true and 0.0 for false.

Tips
  • Use the cagr(start, end, years) function for compound annual growth rate calculations
  • Array functions like mean() and sum() work on array-typed input fields from steps like Collect

Frequently Asked Questions

What math functions are supported?
Built-in functions include array aggregations (mean, sum, min, max, stddev, count, first, last, firstNonZero, lastNonZero) and scalar math (abs, sqrt, ln, pow, round, cagr).
Can Evaluate work on array data?
Yes. Array-typed input fields resolve to number arrays, and functions like mean(), sum(), and cagr() operate on them directly. Useful with output from Collect or Financial Data.
What happens on division by zero?
Division by zero returns 0 instead of failing the step. This keeps workflows running even when input data has gaps.