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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.

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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.

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Formula syntax

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

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Functions

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

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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.

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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: #…: 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.

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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.

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