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How to use Dashpivot Formulas in your templates
How to use Dashpivot Formulas in your templates

Learn how to use the Formula cell in table fields for simple and complex calculations and automation

Sam avatar
Written by Sam
Updated over 5 months ago

Dashpivot formulas can help streamline the way your teams fill out their forms, saving time and eliminating human error (ensuring that your data is accurate). Dashpivot formulas follow the same syntax as Microsoft Excel, and supports most of Excel's inbuilt functions. So if you're familiar with MS Excel then you'll pick up formulas very quickly.

Note: A full list of supported formulas can be found at the bottom of this article

Where can formulas be used?

Formula cells can be used in default tables or prefilled tables. In default tables, your formulas will reference columns, so each time you add a new row, the same formula applies to each cell in that column.

In prefilled tables, formulas reference cells (not columns) and can reference any cell in the table, not just the cells in the same column or row, which means calculations can occur across all rows & columns within the prefilled table.

Formulas can reference number cells, time cells, date cells, formula cells, and list cells (but only for IF statements, since the values are text not numbers).

Basic Formulas

The simplest formulas in Dashpivot include:

  • Add

  • Subtract

  • Multiply

  • Divide

  • Percentage

  • SUM

  • Average

  • Counting table rows

Advanced Formulas

The more advanced formulas can allow you to:

  • Calculate time differences

  • Calculate overtime

  • Populate a number based on a dropdown list selection (and calculating an overall score)

  • Populate a PASS or FAIL based on a number entered (which could above/below a specified value, or within a specified tolerance range)

One final note

The formulas in Dashpivot are highly flexible and can be configured/expanded to cover more use cases beyond the examples in this article. We have covered the most common formulas here, but feel free to build your own and experiment with what works best for your team.

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