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Text formulas in Dashpivot (with syntax and examples)

Learn how to use text formulas in Dashpivot to clean, format, extract, combine, and analyse text data in your templates

Written by Adriana De Souza
Updated over a week ago

Dashpivot supports Excel-style text functions inside Default Tables and Prefilled Tables. These formulas are commonly used for:

  • Text extraction

  • Concatenation and combining text

  • Text replacement and substitution

  • Formatting and case conversion

  • Searching and matching text

  • Data cleaning and validation

CLEAN()

Purpose: Removes non-printable characters from text.
Formula to use:
=CLEAN(A1)

Example:
If A1 contains text with hidden characters
=CLEAN(A1) returns cleaned text without non-printable characters.


TRIM()

Purpose: Removes extra spaces before and after text (and reduces multiple spaces to a single space).
Formula to use:
=TRIM(A1)

Example:
If A1 = " Project Alpha "
=TRIM(A1) returns Project Alpha


LOWER()

Purpose: Converts text to lowercase.
Formula to use:
=LOWER(A1)

Example:
If A1 = "SAFETY REPORT"
=LOWER(A1) returns safety report


UPPER()

Purpose: Converts text to uppercase.
Formula to use:
=UPPER(A1)

Example:
If A1 = "site inspection"
=UPPER(A1) returns SITE INSPECTION


PROPER()

Purpose: Capitalises the first letter of each word.
Formula to use:
=PROPER(A1)

Example:
If A1 = "monthly safety meeting"
=PROPER(A1) returns Monthly Safety Meeting


TEXT()

Purpose: Converts a number into formatted text.
Formula to use:
=TEXT(A1,"0.00")

Example:
If A1 = 12
=TEXT(A1,"0.00") returns 12.00


Text extraction

LEFT()

Purpose: Extracts characters from the left of a text string.
Formula to use:
=LEFT(A1,B1)

Example:
If A1 = "Dashpivot"
and B1 = 4
=LEFT(A1,B1) returns Dash


RIGHT()

Purpose: Extracts characters from the right of a text string.
Formula to use:
=RIGHT(A1,B1)

Example:
If A1 = "Dashpivot"
and B1 = 5
=RIGHT(A1,B1) returns pivot


MID()

Purpose: Extracts text from a specific starting position.
Formula to use:
=MID(A1,B1,C1)

Example:
If A1 = "Inspection"
B1 = 4
C1 = 3

=MID(A1,B1,C1) returns pec


LEN()

Purpose: Returns the number of characters in text.
Formula to use:
=LEN(A1)

Example:
If A1 = "Safety"
=LEN(A1) returns 6


FIND()

Purpose: Returns the position of text within another text string (case-sensitive).
Formula to use:
=FIND(A1,B1)

Example:
If A1 = "Site"
and B1 = "Site Inspection"

=FIND(A1,B1) returns 1


SEARCH()

Purpose: Returns the position of text within another text string (not case-sensitive; supports wildcards).
Formula to use:
=SEARCH(A1,B1)

Example:
If A1 = "site"
and B1 = "Site Inspection"

=SEARCH(A1,B1) returns 1


SPLIT()

Purpose: Returns a word at a specified zero-based position (space-separated).
Formula to use:
=SPLIT(A1,B1)

Example:
If A1 = "Project Safety Report"
and B1 = 1

=SPLIT(A1,B1) returns Safety

(0 = first word, 1 = second word, etc.)


Text comparison

EXACT()

Purpose: Returns TRUE if text matches exactly (case-sensitive).
Formula to use:
=EXACT(A1,B1)

Example:
If A1 = "Site"
and B1 = "site"

=EXACT(A1,B1) returns FALSE


T()

Purpose: Returns text if the value is text; otherwise returns an empty string.
Formula to use:
=T(A1)

Example:
If A1 = "Inspection"
=T(A1) returns Inspection

If A1 = 100
=T(A1) returns an empty string.


Text replacement & repetition

REPLACE()

Purpose: Replaces part of a text string based on position.
Formula to use:
=REPLACE(A1,B1,C1,D1)

Example:
If A1 = "Dashpivot"
B1 = 5
C1 = 5
D1 = "board"

=REPLACE(A1,B1,C1,D1) returns Dashboard


SUBSTITUTE()

Purpose: Replaces matching text within a string.
Formula to use:
=SUBSTITUTE(A1,B1,C1)

Example:
If A1 = "Site Report Report"
B1 = "Report"
C1 = "Inspection"

=SUBSTITUTE(A1,B1,C1) returns Site Inspection Inspection

To replace a specific occurrence:
=SUBSTITUTE(A1,B1,C1,2)


REPT()

Purpose: Repeats text a specified number of times.
Formula to use:
=REPT(A1,B1)

Example:
If A1 = "*"
and B1 = 5

=REPT(A1,B1) returns *****


Text combination

CONCATENATE()

Purpose: Combines multiple text strings into one.
Formula to use:
=CONCATENATE(A1,B1)

Example:
If A1 = "Site"
and B1 = " Report"

=CONCATENATE(A1,B1) returns Site Report


Character code functions

CODE()

Purpose: Returns the ASCII code of the first character in text.
Formula to use:
=CODE(A1)

Example:
If A1 = "A"
=CODE(A1) returns 65


UNICODE()

Purpose: Returns the Unicode code point of the first character.
Formula to use:
=UNICODE(A1)

Example:
If A1 = "A"
=UNICODE(A1) returns 65


UNICHAR()

Purpose: Returns a character from a given Unicode number.
Formula to use:
=UNICHAR(A1)

Example:
If A1 = 65
=UNICHAR(A1) returns A

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