This guide will help you create powerful custom columns in your reports using formulas. With formulas, you can transform, calculate, and display data exactly how you need it, going beyond the standard columns available by default.

What are formula columns?

Formula columns allow you to:

• Calculate new values based on existing report data

• Combine information from multiple columns

• Format data for better readability

• Display things differently based on data values

• Perform date calculations

• And add business logic to your reports

Your report will display all standard columns and any custom formula columns you create. Formula columns can be used in the same way as other columns, meaning you can filter them, sort, summarize, and more.

How to add formula columns

1. Choose a report

Refer to articles on how to access, view and edit reports to learn more about the basics of reporting.

2. Click Manage Columns to open up the columns drawer.

3. Click + Create formula column.

4. Name your column, write a formula, and choose an output type.

Refer to our in-depth guide on how to write and structure formulas using tokens, operations, and functions. Don’t hesitate to contact Rise Support if you need any help.

To remove a formula column, click Delete column.

5. (Optional) Click Add another formula column to add more.

6. Click Save Columns to add your formula columns.

7. Use your formula columns

They’ll appear in the available columns list. You can reorder or hide them. Once added, you can sort, filter, and summarize them like any other column.

If you want to add more columns or make any changes, click Edit formula columns.

8. (Important) Save the report.

Reports with formula columns aren’t saved automatically. Be sure to save your report changes to avoid losing progress when refreshing or exiting the report.

Refer to our article on how to save reports to learn more.