Using Formulas in Reports

Written by Reina Gallion

Last published at: April 1st, 2020

Formulas offer a powerful way to transform the data in your report. Formulas allow you to perform functions within a report including:

  • Perform mathematical functions on the data in your report
  • Use logical functions to replace data
  • Remove unwanted spaces or shorten text
  • Format a number as currency or a percentage
  • Format dates and time
  • Remove decimal points and round numbers
  • Calculate elapsed time
  • Count the number of characters in a response

Adding a formula will create a new column in your report. That column is then available for sorting, grouping, filtering, crosstabs and charts, or another formula. You can also hide, move, and resize a column created by a formula like you can any other column.

To create a formula use the "Formula" button. 

  • The name you give the formula will be the name of the column that is added to your report. 
  • Once you have named your formula, it is often easiest to click the Formula Help button or select a sample formula from the Formula dropdown. 
    • There, you can find a list of available formulas along with instructions on how to use them.
    • Additional common formulas can be found here: Common Reporting Formulas

Tip: It's often easiest to copy a formula from Formula Help or the Formula dropdown into your report and then replace its contents with details (column names, values, etc.) from your report.

  • Formulas can be entered in the text box labeled "Formula”. You will need to refer to other columns inside each formula. Other columns can be added by selecting them from the "Insert a column" dropdown or by manually adding the name of the column inside brackets to the formula you are writing.