Sheet fields can be created in both templates and on the fly in projects to operate on the data within a sheet. Use them to aggregate data, set up workflows, and surface relevant insights.

Create a sheet field

1. From the sheet, click the Fields button. By default, two fields are available: Status and Assignees.
   
   
2. Click New field and select a field type.
   
   

Field types

Formula fields

To create a formula field, select Formula field from the field type list, then follow the steps below to define your calculation.

1. Navigate to the Field Configuration section of your sheet, select the option to add a new field or column, and choose Formula field.
   
   
2. Choose a formula type: Count of rows, Total/Sum, Average, or Create formula. The configuration changes based on your selection.
3. Define your calculation by adding existing fields or columns, which are represented as variables (for example A, B). Write your formula using these variables (for example A + B).
4. You can create sub-formulae within a single formula field. For example, if variable A represents a calculated Total and variable B represents an Average, you can set the formula expression as A + B to generate the sum of those two values.
   
   
   
   
   

NoteIn the Expression field, specify only the variable's name as shown in the formula creation window.

Learn more about formula fields here.

Count of rows

This formula type returns the number of rows in a sheet tab, either as a total or filtered to rows that meet specific conditions.

1. Select the Sheet tab you want to analyze.
2. Set up filters to define which rows should be counted, or select all rows.
3. Set the condition to your liking. For example, where the column "Priority is High" - the field will only count rows that meet this condition.
   
4. Add the expression symbol (for example A) and click Save.
   
   
5. Once saved, the field immediately displays the count (for example the total number of high-priority tasks) in your sheet when you open the fields menu.
   
   

Total / Sum

This formula type calculates and displays the sum of all values in a selected number column. Only Number-type columns are supported.

1. Select the Sheet tab and Column you want to analyze.
2. Set up filters to define conditions for the summation.
3. Set the condition to your liking. For example, where the column "Impact is Critical or High" - the field will only consider rows that meet this condition.
   
   
4. Add the expression symbol (for example A) and click Save.
   
   
5. Once saved, the field immediately displays the sum (for example the total ARR for accounts whose impact is critical or high) in your sheet when you open the fields menu.
   
   

Average

This formula type calculates and displays the average of all values in a selected number column. Only Number-type columns are supported.

1. Select the Sheet tab and Column you want to analyze.
2. Set up filters to define conditions for the average calculation.
3. Set the condition to your liking. For example, where the column "Priority is Low" - the field will only consider rows that meet this condition.
   
4. Add the expression symbol (for example A) and click Save.
   
   
5. Once saved, the field immediately displays the average (for example the average cost of items with comments) in your sheet when you open the fields menu.
   
   

View all sheet fields

To view all sheet fields, click the small settings button next to the New field button. It will redirect you to the Sheet Fields page.