Calculated columns

Fill a column from a formula over other columns — computed on import and kept up to date as you edit.

A calculated column is filled by a formula instead of from your customer’s data. Use it for anything you can derive from other columns: a line total, a full name, a status that depends on a date, a fallback when a field is blank.

=ROUND([Price] * [Qty] * (1 + [Tax Rate]), 2)

​

Make a column calculated

Open the column in Templates. Under Value, pick Calculated (the other options are Standard — filled from the source data — and Extracted). Type the formula into the Formula box.

• Type @ to pick a column; it’s inserted as [Column Name].
• Click Functions for the list of functions and operators.
• Use the Test box to enter sample values for each column the formula uses and see the result before you save.

A column is calculated or extracted, never both.

​

Formula syntax

The language is a small, Excel-style subset. The leading = is optional.

Piece	How to write it
Column	[Column Name] — write ]] for a literal ] in a name
Text	"like this" — write "" for a quote inside text
Number	12, 0.5, 1e3
True / false	TRUE, FALSE
Arithmetic	+ - * / and ( )
Join text	& — [First Name] & " " & [Last Name]
Compare	= <> < <= > >=

​

Functions

Function	What it does
ROUND(number, digits)	Rounds half away from zero. digits defaults to 0.
ABS(number)	The number without its sign.
MIN(a, b, …) / MAX(a, b, …)	The smallest / largest number. Lists are expanded.
SUM(a, b, …)	The total. Lists are expanded, blanks skipped.
AVERAGE(a, b, …)	The mean. Lists are expanded, blanks skipped.
IF(condition, then, else)	Only the branch that’s chosen is evaluated — IF([Qty] = 0, 0, [Total] / [Qty]) never divides by zero.
COALESCE(a, b, …)	The first value that isn’t blank.
CONCAT(a, b, …)	Joins as text, the same as a & b.

No other functions are available; an unknown name is an error.

​

How values are read

Formulas follow Excel where it matters for migrated data:

• A blank cell counts as 0 in arithmetic and "" in text.
• Text that reads as a number is a number: "1,250.00", "$5" and "15%" (0.15) all work in arithmetic.
• Text comparisons ignore case: [Status] = "active" matches Active.
• A formula can be up to 2,000 characters.

​

Errors

When a formula can’t produce a value for a row, the cell holds an error value and is flagged invalid with Formula error: #…:

Value	Typical cause
#DIV/0!	Dividing by zero (or by a blank).
#VALUE!	Arithmetic on text that isn’t a number.
#NUM!	A result that isn’t a finite number.

Some mistakes are refused when you save, so they never reach a sheet: a column name that doesn’t exist on the template, a formula that refers to its own column, and formulas that refer to each other in a loop.

​

When it computes

• On import — for every row the import writes.
• When you edit the grid — changing a cell a formula uses, adding a row, filling a column down, or applying a chat edit recalculates the affected rows.
• When the formula changes — saving a new formula recalculates every sheet built from the template.
• In scouts — calculated columns are computed from what the scout collected, not read from the page.

Calculated cells are read-only: the grid won’t let you type over them, and the import agent never writes them. Their column header shows ƒx.

A formula can use an Extracted column; it’s recalculated when the extraction finishes.

​

Next

• Extracted columns — pull a value out of free text.
• Column options — every other column setting.