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Calculations

SteveSteve Posts: 18 mod
edited April 3, 2019 8:28PM in Excel Transition Guide
Calculations are used whenever you want to make a custom manipulation of your data. If the data is a string you may want to pull out a subsection, if you are working with numbers, you may have a need to multiply two values together. At a high level there are many similarities between the two platforms. It is in the details where you tend to get into trouble with Excel.

Excel

Before creating the calculation, decide where you want it to go. It is easier to insert a new column between two existing columns before you create the calculation than it is to cut/paste the column after it has been created.



Create calculation



Ensure the anchors are set properly. Is the proper cell reference F2, $F$2, F$2, or $F2?

 

Copy/paste to all other rows



Give the column a name



If you added the calculation to the last column and auto-filter is on, then refresh auto-filter so the new column is included in the auto-filter.


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From Tools, click Compute.



Type the name of the new column in the For field.



Use one of the following methods to add the function to the formula:

  • Click the Functions button and select the function from the list.
  • In the Formula field, press ESC and select the function from the list.
  • In the Formula field, type the function.

See the Supported functions section of this article for information on the available functions.


Use one of the following methods to add the column between the parentheses in the formula:

  • From the Data Preview, click the column name.
  • In the Formula field, type '@', then press ESC, and select the column from the list.
  • In the Formula field, type the name of the column between two '@'.

Example: The column's title is Hire Date, type @[email protected].


Click Save.


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Comments

  • How to edit the computed column formula? Thanks.
  • Hello,

    To edit a computed column formula, first make sure the steps panel is visible by clicking on the steps icon under Tools on the left side of your screen. Then, click on the computed column step you want to edit, and click the Edit button that appears in the top right of the Steps panel. You can modify the formula, and even get an immediate preview of what the output of the formula will be. Once you are happy with the result, click the green Save button which will appear in the top right of the Steps panel.

    Hope this helps!

    Nenshad


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