Formula columns are a vital type of Custom Column. They let you define a formula that gets evaluated and returns a value. Formulas work similarly to how they work in other spreadsheet applications, but with a few differences:
- You can only refer to other cells in the same row
You can add a formula column from the pipeline view. Clicking into the cell will open a larger textbox for you to write in.
When finished, use ⌘/Ctrl + Enter to save the formula.
By default, the formulas in a column are the same for every Box in your Pipeline. You can customize formulas for each stage of the Pipeline, or even have a formula specific to one Box, too.
- Entire Column (Default) – the formula will execute for every Box in the Pipeline
- Just this stage – overrides a formula that is defined on the entire column. The formula will only execute for the Boxes that are in the particular stage.
- Just this Box – overrides stage scoped formulas and column scoped formulas. The formula will only execute for this particular Box.
Referencing a column
To reference a column in a formula, the syntax is:
For example, a "Deal Size" formula column can be a product of two freeform columns:
= $'Number of Units' * $'Price per Unit'