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

To create a Sheet Field:

1. From the sheet, click the Fields button. By default the 2 fields available are status and Assignees

2. Click New field. You can Configure the following field types:

   • Text

   • Multiline Text

   • Number

   • Yes/No

   • Date

   • Single Choice

   • Multiple Choice

   • Single user

   • Multiple user

   • Count of : This field type returns the number of rows, either as a general count or limited to those that meet specific conditions. 

   • Formula field : This field type performs calculations (add, subtract, multiply, divide) on number-based columns and fields.
     
     

3. For a Count of field, you will need to:

   • Select the sheet tab to pull data from.

   • Either select all rows or define the conditions that a row must meet to be included in the count. 

   • You can apply additional conditions to count only the rows where a column’s value meets the specified criteria

4. For a Formula field, you will need to:

   • Build your formula by adding at least two fields or columns and an operator (+, -, *, /).

   • You can only use number-based fields (Number, Percentage, Rating, Currency, Count of, or other Formula fields) in your calculations.

Learn more about formula fields here (link to formula fields doc)

Note: If you are unable to select a specific field when building a formula, ensure that it is a number-based data type (Number, Percentage, Rating, etc.). Formula fields do not support text or other non-numeric field types.

Formula Fields

To create a new formula field, select the option and follow the subsequent steps to define your calculation:

1. Add a New Field: When creating a Formula Field, navigate to the Field Configuration section of your sheet, select the option to add a new field or column, choose "Formula Field," and proceed to define your calculation.
   
   
   
   

2. Choose a Formula Type: Select the type of formula you want to create, such as 'Count of rows', 'Total/Sum', 'Average', or 'Create formula'. Based on your selection, the configuration changes.

3. For Formula Fields, you define your calculation by adding existing fields or columns, which are represented as variables (e.g., A, B). You then write your formula using these variables (e.g., A + B).

4. This structure allows you to create sub-formulae within a single formula field. For instance, if variable 'A' represents one formula field (like a calculated Total) and variable 'B' represents another (like an Average), your overall formula expression can be set as A + B to generate the sum of those two previously calculated values. 
   
   

5. Configure the Formula Field:

   • If you select the Count of Rows field type:

     1. A new window will appear, prompting you to select the Sheet Tab you want to analyze.

     2. After selecting the tab, you can set up filters to define the conditions for the row count.

     3. Set the condition to your liking. For example, you can select where the column "Priority is High". This means the formula field will only count rows that meet this specific condition.
        
        
        
        

4. Add the expression symbol(s) (in this case A) and proceed to Save the formula field.  
   

5. Once saved, this field will immediately display the count (e.g., the total number of high-priority tasks) in your sheet's table when you open the fields menu.

   
   

   
   
   

   
   

• If you select Total/Sum:

  1. A new window will appear, prompting you to select the Sheet Tab and Column from the tab you want to analyze. For this formula type, you can only select columns that are of the Number type. The Total/Sum function will then calculate and display the sum of all values in the selected number column.

  2. After selecting, you can set up filters to define the conditions for the summation.

  3. Set the condition to your liking. For example, you can select where the column "Impact is Critical or HIgh". This means the formula field will only consider rows that meet this specific condition.
     

  4. Add the expression symbol(s) (in this case A) and proceed to Save the formula field.
     

  5. Once saved, this field will immediately display the Sum (e.g., the total ARR for accounts whose impact is critical or high) in your sheet's table when you open the fields menu.
     

• If you select Average:

  1. A new window will appear, prompting you to select the Sheet Tab and Column from the tab you want to analyze. Note that for the Average formula type, you can only select columns that are of the Number type. This formula will then calculate and display the average of all the values in the selected number column.

  2. After selecting, you can set up filters to define the conditions for the summation.

  3. Set the condition to your liking. For example, you can select where the column "Priority is Low". This means the formula field will only consider the rows that meet this specific condition.
     

  4. Add the expression symbol(s) (in this case A) and proceed to Save the formula field.
     

  5. Once saved, this field will immediately display the Average (e.g., the total average cost of items which have comments) in your sheet's table when you open the fields menu.
     
     
     

Note: In the Expression Field, you should specify only the variable’s name, which can be observed in the formula creation window.

7. Save the Field: Once configured, save the field. It will now appear as a new column in your sheet or be available for use in formulas.

To take a look at all sheet fields, click on the small settings button next to the new field button. It will redirect you to the Sheet Fields page.