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A formula column works out a value for each row in your list. Use one to join two fields into a name, turn a monthly figure into an annual one, or label records as Large or Small. The column shows the result. It does not change the data stored on the record. This article walks you through adding a formula column, checking the values, and saving your list.

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Prerequisites

  • A list open in MK, such as your people or companies list.
  • Permission to edit lists, if you plan to save your changes.
  • The exact names of the fields you want to use. See How formulas find your data.

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How a formula column works

MK works out your formula once for every row. The answer can be text, a number, or true or false. Whatever the formula gives back is what the row shows. If the formula gives back no value, the cell is empty.

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Steps

1

Open your list

Open the people or companies list you want to change. The controls appear in the panel at the side of the list.
2

Find the Columns section

In the panel, find the Columns section. A new list shows only the name column until you add more.
3

Add a formula column

Select + ƒx. A new row appears with an empty formula box.
4

Type your formula

Select the box and type your formula. For example, to show a full name that handles a missing last name:
5

Apply the formula

Press Enter, or select outside the box. MK applies the formula when you do either one, not while you type.
6

Check the values

Look at the new column. Compare a few rows with the fields they came from. Include a row with a blank field.
7

Save your changes

To keep the column, select Save. If you are working on an unsaved view, select Save view instead.
You will see a new column with a value in each row. The values match what the formula should give for each record.

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Try these examples

Here is what the full-name formula gives back for four people. The size label formula checks from left to right and stops at the first true condition.
In a comparison, no value counts as 0. A company with no employee count shows 'Small' in the size label. To keep those rows empty, wrap the formula in a check: exists($`company.employeeCount`) ? ($`company.employeeCount` >= 1000 ? 'Large' : $`company.employeeCount` >= 100 ? 'Medium' : 'Small') : null.

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Reorder or remove a column

  • To reorder, drag the grip at the start of the row up or down. The table’s columns follow right away.
  • To change a formula, edit the text in the box, then press Enter or select outside the box.
  • To remove a column, select the remove button at the end of the row.
Changes do not stay with the list until you select Save.

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Export your list

If your role allows exports, an export of the list uses the same columns, including formula columns. Exporting is limited to people who manage MK. If you do not see the export option, ask an admin.

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If a column looks wrong

For more causes and fixes, see Formula gives a blank, wrong, or error result. If a formula column gives a result you cannot explain, contact allGood support. Include the formula, one row where the result is wrong, and the value you expected.