Cross-referencing tables in formulas allows you to use values from one table inside formulas in another table within the same template. This enables advanced calculations and structured data flow across your form, such as summing totals from one table into another. This feature applies to Dashpivot Web when editing templates.
Video Walkthrough
Prerequisites
Before you begin make sure you have the following:
Plan: FreeTrial, Standard, Pro, Premium, Platinum
Permission: Org Controller, Project Controller, Team Controller
Skills Required: Dashpivot
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Open the template containing the tables you want to reference.
Click into a formula cell in the template editor.
Select Enable table cross-referencing if the button appears (if it doesn't, it means it's already enabled and you're good to go!)
Identify the table number of the source table by selecting a formula cell in that table.
To find this, simply click on any formula cell within the template editor to reveal the table number at the top of the field.
Identify the cell or column reference you want to use from the source table.
In the destination formula cell, type the formula using the format
=Table#!CellReference(for example,=Table3!C1).
Press Enter to apply the formula.
Save the template.
Note
To reference an entire column, use the format
=Table#!A:A.Table references may auto-increment when copied. Use
$to lock the cell reference if required (for example,=$A1).Formula cells cannot reference Signature, Attachments, or Photos fields.
Dashpivot Mobile app users must use version v23.2 or later to complete forms using the table cross-referencing feature.
Sitemate Mobile app users must use version v23.1 or later to complete forms using the table cross-referencing feature.