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Functions Overview

Functions provide powerful formula capabilities for transforming and analyzing your data in real-time. Similar to Excel formulas, functions allow you to create calculated columns that perform operations on your table data.

Accessing Functions

Functions are available within Data Tables in your dashboards. To access functions:

  1. Navigate to Dashboard → Team
  2. Create a new Data Table or open an existing one
  3. The Function Input bar appears at the top of the table view

You can use functions in any data table, whether you're: - Creating a new data table - Opening an existing data table - Viewing a table from a saved dashboard

What are Functions?

Functions are expressions that you can use to:

  • Transform date/time values - Extract components, calculate differences, add/subtract time periods
  • Manipulate text - Change case, extract substrings, search text
  • Perform calculations - Round numbers, calculate square roots, check number properties
  • Apply conditional logic - Create if-then rules, handle null values, check ranges

Function Categories

Date Functions

Functions for working with dates and times:

  • Extract date parts (Year, Month, Day, Hour, Minute, Second)
  • Calculate differences (DateDiff)
  • Add or subtract time (DateAdd)
  • Truncate dates (DateTrunc)
  • Check date ranges (InDateRange, InPriorDateRange)
  • Convert timezones (ConvertTimezone)

Examples:

=Year([Order Date])
=DateDiff("day", [Start Date], [End Date])
=DateAdd("month", 1, Today())

Text Functions

Functions for text manipulation:

  • Change case (Upper, Lower)
  • Extract substrings (Left, Right)
  • Search text (Contains)

Examples:

=Upper([Status])
=Left([Product Code], 5)
=Contains([Description], "urgent")

Math Functions

Functions for mathematical operations:

  • Round numbers (Int)
  • Calculate square roots (Sqrt)
  • Check number properties (IsEven, IsOdd, Sign)

Examples:

=Int([Price])
=Sqrt([Area])
=Sign([Balance])

Logical Functions

Functions for conditional logic:

  • Conditional branching (If, Switch, Choose)
  • Null handling (IsNull, IsNotNull, Coalesce, Zn)
  • Range checking (Between, In)

Examples:

=If([Score] > 90, "A", "B")
=Coalesce([Value], 0)
=Between([Date], StartDate, EndDate)

Basic Syntax

All formulas start with an equals sign (=):

=FunctionName(parameter1, parameter2, ...)

Column References

Reference columns by wrapping the column name in square brackets:

=[Column Name]

Example Formula

=DateDiff("day", [Order Date], Today())

This formula: 1. Calls the DateDiff function 2. Uses "day" as the time unit 3. References the [Order Date] column 4. Uses Today() function for the current date 5. Returns the number of days between the order date and today

Using the Function Input

Function Input Example

The Function Input appears at the top of your table view and provides:

  • Autocomplete - Type / to see function suggestions
  • Column Palette - Type [ to select columns visually
  • Parameter Hints - Hover over functions to see parameter requirements
  • Real-time Validation - Errors are highlighted as you type
  • Syntax Highlighting - Different colors for functions, columns, and values

Creating a Formula

  1. Click in the Function Input bar
  2. Type = to start a formula
  3. Type a function name (suggestions will appear)
  4. Fill in parameters using column references or values
  5. Press Enter or click ✓ to submit

Common Patterns

Calculate Time Differences

=DateDiff("day", [Created At], Today())
=DateDiff("hour", [Start Time], [End Time])

Conditional Logic

=If([Revenue] > 10000, "High", "Low")
=Switch([Status], 1, "Active", 2, "Inactive", "Unknown")

Handle Null Values

=Coalesce([Optional Field], "No value")
=If(IsNull([Value]), 0, [Value])

Text Transformations

=Upper([Status])
=Left([Product Code], 3)

Next Steps

  • Function Index - Browse all available functions organized by category

Explore the function categories: