This guide shows how to automatically populate text or numeric values in cells adjacent to a Yes/No (or Yes/No/NA) list field in a Dashpivot Web table. Using the IFS() formula, you can set responses — such as “PASSED,” “FAILED,” or “SKIP” — based on what the user selects. This works in both Default and Prefilled tables, and the same formula structure applies in either case.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard, Pro, Premium, or Platinum
Permission: Org Controller (Home Folder) or Org Controller, Project Controller, Team Controller (Team Folder)
Skills Required: Dashpivot, Excel formula knowledge
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Open your Dashpivot Web template and navigate to the table you want to use — either a Default Table or Prefilled Table.
Set the column that will capture Yes/No (or Yes/No/NA) as a List field.
Manually type the list options:
YesandNo(andNAif you need that option).
Select the cell where you want the adjacent result to appear. This should be a Formula field.
Use the following general formula structure to populate text or numbers based on the Yes/No selection:
=IFS( Condition1, Value1, Condition2, Value2, Condition3, Value3, ..., 1=1, "" )
The final
1=1, ""ensures the formula outputs a blank if no condition is met.
Example: Default Table — Hazard Addressed
Suppose you have a hazard list with a Yes/No column tracking whether a hazard has been addressed:
Column B is the Yes/No list field.
Column C is the result display (Formula field).
In the display cell C1, enter:
=IFS(B1="Yes","Hazard has been addressed. Sign in the next column.",B1="No","Hazard not yet addressed.",1=1,"")
Every time a new row is added, Dashpivot applies this logic to the corresponding row cells.
Example: Prefilled Table — Checklist Results
Suppose you have a checklist where:
Yes → “PASSED”
No → “FAILED”
N/A → “SKIP”
Then in the display cell C1:
=IFS(B1="Yes","PASSED",B1="No","FAILED",B1="N/A","SKIP",1=1,"")
Repeat the same formula logic for other rows (e.g.,
C2,C3, etc.) by adjusting the row references accordingly.
Tips
Ensure your Yes/No list values are spelled exactly as referenced in the formula.
The formula column will automatically apply to new rows in a Default Table.