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How to use formulas in Dashpivot templates

Learn where and how to use formulas in Dashpivot templates to automate calculations and improve data accuracy

Written by Adriana De Souza
Updated this week

Dashpivot formulas follow the same syntax as Microsoft Excel and support most built-in Excel functions. If you're familiar with Excel formulas, you can apply the same logic in Dashpivot.

Formulas help streamline templates, reduce manual calculations, and minimise human error.


Where can formulas be used?

Formula cells can be added to:

  • Default tables

  • Prefilled tables

To use a formula, set the cell type to Formula in the field type dropdown.


Using formulas in a Default Table

In Default Tables:

  • Formulas reference columns (e.g. A:A, E:E).

  • The same formula automatically applies to each new row added while filling out a form.

  • Users can add unlimited rows when completing a form.

This makes Default Tables ideal for dynamic calculations across variable-length data.

Using formulas in a Prefilled Table

In Prefilled Tables:

  • Formulas reference individual cells, not entire columns.

  • You can reference any cell in the table (across rows and columns).

  • The number of rows is fixed when designing the template.

This allows more controlled, structured calculations across predefined data.


What field types can formulas reference?

Formulas can reference:

  • Number cells

  • Time cells

  • Date cells

  • Formula cells

  • List cells

Note: List cells contain text values and can only be referenced inside functions such as IF statements, not in direct numeric calculations.

Referencing cells from other tables

You can reference cells from other tables by including the table name in your formula using this format:

TableName!ColumnReference

For example:

  • =COUNTA(Table1!A:A)

  • =SUM(Table1!E:E)

You can also reference multiple tables in a single formula:

  • =SUM(Table1!E:E, Table2!E:E, Table3!E:E)

When referencing another table, you must specify the correct table name in the formula.

If you're familiar with Excel formulas, you can apply the same functions and logic directly in Dashpivot templates.

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