Formulas

Overview

Formulas let you create computed columns that automatically calculate values based on other columns. If you’ve used Excel or Google Sheets, the syntax will feel familiar.

Creating a Formula Column

Click Add Column in your dataset
Select Formula
Enter your formula expression
Name the new column
Click Create

Syntax Basics

Referencing Columns

Wrap column names in double curly braces:

{{first_name}} + " " + {{last_name}}

Column names are case-sensitive and should match exactly:

{{First Name}} + " " + {{Last Name}}

Operators

Operator	Description	Example
`+`	Add / Concatenate	`{{price}} + {{tax}}`
`-`	Subtract	`{{total}} - {{discount}}`
`*`	Multiply	`{{quantity}} * {{price}}`
`/`	Divide	`{{total}} / {{count}}`
`%`	Modulo	`{{id}} % 2`
`=`	Equals	`{{status}} = "active"`
`!=`	Not equals	`{{status}} != "deleted"`
`>` `<` `>=` `<=`	Comparison	`{{age}} >= 18`
`AND`	Logical and	`{{active}} AND {{verified}}`
`OR`	Logical or	`{{role}} = "admin" OR {{role}} = "moderator"`
`NOT`	Logical not	`NOT({{deleted}})`

Functions Reference

Text Functions

UPPER(text)

Convert text to uppercase.

UPPER("hello") → "HELLO"
UPPER({{name}}) → "JOHN DOE"

LOWER(text)

Convert text to lowercase.

LOWER("HELLO") → "hello"

TRIM(text)

Remove leading and trailing whitespace.

TRIM("  hello  ") → "hello"

CONCAT(a, b, ...)

Join multiple values together.

CONCAT({{first_name}}, " ", {{last_name}}) → "John Doe"

LEFT(text, n)

Get the first n characters.

LEFT("Hello World", 5) → "Hello"

RIGHT(text, n)

Get the last n characters.

RIGHT("Hello World", 5) → "World"

MID(text, start, length)

Extract a substring.

MID("Hello World", 7, 5) → "World"

LEN(text)

Get the length of text.

LEN("Hello") → 5

REPLACE(text, old, new)

Replace occurrences of a string.

REPLACE("Hello World", "World", "Universe") → "Hello Universe"

FIND(search, text)

Find the position of a substring within text. Returns the 1-based index of the first occurrence, or 0 if not found.

FIND("@", "user@example.com") → 5
FIND("world", "hello world") → 7
FIND("xyz", "hello") → 0

Math Functions

SUM(a, b, ...)

Add multiple values.

SUM({{price}}, {{tax}}, {{shipping}}) → 125.50

AVG(a, b, ...)

Calculate the average.

AVG({{q1}}, {{q2}}, {{q3}}, {{q4}}) → 87.5

MIN(a, b, ...)

Find the minimum value.

MIN({{price_a}}, {{price_b}}, {{price_c}}) → 9.99

MAX(a, b, ...)

Find the maximum value.

MAX({{score_1}}, {{score_2}}, {{score_3}}) → 98

ROUND(number, decimals)

Round to specified decimal places.

ROUND(3.14159, 2) → 3.14

FLOOR(number)

Round down to nearest integer.

FLOOR(3.7) → 3

CEIL(number)

Round up to nearest integer.

CEIL(3.2) → 4

ABS(number)

Get absolute value.

ABS(-42) → 42

Logic Functions

IF(condition, then, else)

Conditional logic.

IF({{score}} >= 90, "A", IF({{score}} >= 80, "B", "C"))

AND(a, b, ...)

Returns true if all conditions are true.

AND({{age}} >= 18, {{verified}} = true) → true/false

OR(a, b, ...)

Returns true if any condition is true.

OR(role = "admin", role = "moderator") → true/false

NOT(value)

Negate a boolean value.

NOT({{deleted}}) → true/false

ISBLANK(value)

Check if a value is null or empty.

ISBLANK({{phone}}) → true/false

COALESCE(a, b, ...)

Return the first non-null value.

COALESCE({{nickname}}, {{first_name}}, "Unknown") → "John"

Date Functions

NOW()

Current date and time.

NOW() → "2024-01-15T10:30:00Z"

TODAY()

Current date (no time).

TODAY() → "2024-01-15"

YEAR(date)

Extract the year from a date.

YEAR({{created_at}}) → 2024

MONTH(date)

Extract the month (1-12).

MONTH({{created_at}}) → 1

DAY(date)

Extract the day of month (1-31).

DAY({{created_at}}) → 15

DATEDIFF(date1, date2, unit)

Calculate difference between dates.

DATEDIFF(end_date, start_date, "days") → 30

Units: “years”, “months”, “days”, “hours”, “minutes”

DATEADD(date, amount, unit)

Add time to a date.

DATEADD({{created_at}}, 30, "days") → date + 30 days

Examples

Calculate Age

DATEDIFF(TODAY(), {{birth_date}}, "years")

Full Name with Title

IF(ISBLANK({{title}}),
   {{first_name}} + " " + {{last_name}},
   {{title}} + " " + {{first_name}} + " " + {{last_name}})

Email Domain

RIGHT({{email}}, LEN({{email}}) - FIND("@", {{email}}))

Order Total with Tax

ROUND({{subtotal}} * (1 + {{tax_rate}}), 2)

Status Label

IF({{status}} = "active", "Active",
   IF({{status}} = "pending", "Pending",
      IF({{status}} = "inactive", "Inactive", "Unknown")))

Error Handling

Formulas handle errors gracefully:

Situation	Result
Null value in calculation	Usually null (unless using COALESCE)
Division by zero	null
Invalid function arguments	null with warning
Type mismatch	Attempted coercion, null if fails

Use COALESCE() to provide default values when dealing with potentially null columns.

Getting Started

Core Features

Integrations

Overview

Creating a Formula Column

Syntax Basics

Referencing Columns

Operators

Functions Reference

Text Functions

Math Functions

Logic Functions

Date Functions

Examples

Calculate Age

Full Name with Title

Email Domain

Order Total with Tax

Status Label

Error Handling

​Overview

​Creating a Formula Column

​Syntax Basics

​Referencing Columns

​Operators

​Functions Reference

​Text Functions

​Math Functions

​Logic Functions

​Date Functions

​Examples

​Calculate Age

​Full Name with Title

​Email Domain

​Order Total with Tax

​Status Label

​Error Handling

Overview

Creating a Formula Column

Syntax Basics

Referencing Columns

Operators

Functions Reference

Text Functions

Math Functions

Logic Functions

Date Functions

Examples

Calculate Age

Full Name with Title

Email Domain

Order Total with Tax

Status Label

Error Handling