This article explains how to use formulas to reference other tables in your form and display calculated totals, counts, or conditional results in a summary table at the bottom. It applies to Dashpivot Web templates and is intended for template editors using table references and formula functions such as SUM, COUNTIF, IF and IFS.
Prerequisites
Before you begin make sure you have the following:
Plan: Standard (or higher)
Permission: Org Controller (Home Folder) or Org Controller, Project Controller, Team Controller (Team Folder)
Skills Required: Dashpivot, Basic excel formula skills
Device Type: computer
Subscription: Dashpivot Web
Step-by-Step Instructions
Open the template in Dashpivot Web.
Scroll to the bottom of the form where you want the summary to appear.
Add a new table to act as the summary table.
In the summary table, add the required cells to display totals or results.
In each summary cell, enter a formula that references the relevant table and column.
For example, to total a scoring column from Table1:
=SUM(Table1!B:B)
To count specific responses from another table, use a COUNTIF formula. For example:
=COUNTIF(Table1!C:C, "Yes")
If required, wrap the formula in an IF statement to return a conditional result. For example:
=IF(SUM(Table1!B:B)>=20, "Pass", "Fail")
You can also enter an IF formula using the general structure:
=IF(Condition, Value, Otherwise_Value)
Replace Condition with the logical test, Value with the result to display if true, and Otherwise_Value with the result to display if false.
If you need to set multiple conditions, use the IFS formula structure.
=IFS(Condition_1, Value_1, Condition_2, Value_2, Condition_3, Value_3, Condition_n, Value_n)
Adjust the table references, column references, conditions, and thresholds to match your form structure.