How do I configure calculated fields?

In this article, you will learn how to create a Calculated Field.

Note: The instructions in this article are applicable to Administrators in the Top Level Site as well as to Power Users who have Owner permissions on a workspace.

1. Calculated Fields Overview

A calculated field uses a formula to calculate information between other fields in the list.  Be aware of the related data and settings between multiple fields and types that work together to render a final output to the user. Below is an example list of calculated fields that are available for calculation references.

  • % of Overdue Tasks Calculated Field
  • % Over Budget Calculated Field
  • ROI Calculated Field
  • Remaining Work Calculated Field
  • Project Remaining Cost Calculated Field

Note: When using the Today field in calculated fields, you must first create the field (it doesn’t matter what type of field, such as text, etc.), modify or create the calculated field, then delete the Today field in order for the calculation to work correctly.

2. Navigate to the List Settings

Navigate to the List App.  

  1. On the View Toolbar, select the Settings Gear.

3. Create a New Column

Below all the List Columns/Fields, click the Create Column link.

3.1. Enter Column Name and Select Column Type

  1. Enter the Column Name.  Note the recommendation for Internal Field Names.
  2. Select the Column type: Calculated (calculation based on other columns).

3.2. Set Additional Settings

  1. Description: If desired, enter a Description.  Note: This is optional, unless the calculated field is for a Key Performance Indicator (KPI).  See the lesson specific to Configuring Key Performance Indicator (KPI) Flags for more information.
  2. Formula: Write your formula for the calculated column.  You may use the columns on the right side to build your formula.

3.3. Select Data Type Returned

For the data type returned, select the desired option.  Options include Single line of text, Number, Currency, Date and Time, and Yes/No.

3.4. Save and Close New Column

When finished, click OK.

4. Update Field's Display Name

If needed, open up the field to modify it.  Update the Column Name to your desired Display Name.  When finished, click OK.



Please sign in to leave a comment.