Define calculated columns to automate calculations

Use calculated columns to automate otherwise manual calculations used in your business processes.

For example, a salesperson might want to know the weighted revenue for an opportunity, which is based on the estimated revenue from an opportunity multiplied by the probability. Or, they want to automatically apply a discount, if an order is greater than $500. A calculated column can contain values resulting from simple math operations, or conditional operations, such as greater than or if-else, and many others. You can accomplish all this by using Power Apps, no need to write code.

Capabilities

• Calculated columns use the columns from the current table or related parent tables.
• The expression support is available on the current table and the related parent table columns in the Condition sections and the Action sections. The built-in functions include:
  ADDHOURS, ADDDAYS, ADDWEEKS, ADDMONTHS, ADDYEARS, SUBTRACTHOURS, SUBTRACTDAYS, SUBTRACTWEEKS, SUBTRACTMONTHS, SUBTRACTYEARS, DIFFINDAYS, DIFFINHOURS, DIFFINMINUTES, DIFFINMONTHS, DIFFINWEEKS, DIFFINYEARS, CONCAT, TRIMLEFT, and TRIMRIGHT. More information: Functions syntax
• A rich conditional support provides branching and multiple conditions. The logical operations include AND and OR operators.
• The visual editing capabilities include modern user interface and intellisense in the ACTION section.
• A seamless integration of the calculated columns with the forms, views, charts, and reports are available in real time.
• You can configure calculated columns to use custom controls.

Scenarios

• Weighted Revenue: Estimated revenue multiplied by probability
• Net Worth: Assets subtracted by the liabilities for a given account
• Cost of Labor: Base rate up to 40 hours, plus additional overtime
• Contact Number: Phone number for an opportunity based on account or contact
• Lead Score: Single column that provides insights to the quality of a given lead
• Follow Up By: Follow up on an activity by a specified number of days based on priority

Column types that support calculations

• Text
• Choice
• Yes/No
• Whole Number
• Decimal Number
• Currency
• Date Time

Create a calculated column

1. Sign into Power Apps

2. Select Solutions from the left navigation pane. If the item isn’t in the side panel pane, select …More and then select the item you want.

3. Open the unmanaged solution that has the table you want.

4. Select the Columns area, and then select New column on the command bar.

5. Provide the information for the column, including the Display name, Name, and Data type.

6. If the data type is one of the column types that support calculations, you can make the column a calculated column by selecting Calculated from the Behavior dropdown list.

   

7. The Save and edit link appears under the dropdown list. Select it.

8. The new column is saved. In the Columns list, open the column that you saved in the previous step.

9. On the Edit column pane, under the Behavior dropdown list, select Edit.

   

10. In the calculated column definition editor, notice that the new calculated column has been created, but no formula has been set. The calculated column definition consists of two sections: CONDITION and ACTION.
    

    1. In the Condition section, select Add condition to specify a table, column, operator, type, and value. In the dropdown box for the Table, you can choose a current table or a related table. In the Column dropdown box, you have a selection of all available columns for the table. Depending on the operator you choose, you may need to provide type and value. You can specify multiple conditions using the AND or OR operators. When you're finished specifying the condition, select the check mark .
    2. After you've specified the condition, in the Action section, select Add action to provide the formula for the calculated column. When you're finished specifying the action, select the check mark .

    Note

    You can use data from Lookup rows within your Action. You first have to select the Lookup column and then type a period. After that, you can select one of the columns available on the related table. For example, in the case of <LookupFieldName>.<RelatedFieldName>, you can select: ParentAccountId.AccountNumber.

    Note that column level security will be ignored on the related table, so if there is sensitive data in the accessed column we suggest securing your calculated column as well.

11. In the calculated column definition editor, select Save and Close.

Examples

Let's take a look at calculated column examples in more detail.

Weighted revenue of opportunity

In this example, we're using the columns of the opportunity table to calculate the weighted revenue based on the opportunity's probability. In the column editor for an opportunity table, we create a column called Weighted Revenue and specify the column type as Calculated and the data type is Currency.

In the calculated column definition editor, in the Condition section, we specify the opportunity with the Status = Open. In the ACTION, the formula calculates the weighted revenue based on the opportunity estimated revenue multiplied by the probability of the opportunity. The following screenshots show step by step how to define the Weighted Revenue calculated column.

Set the condition on the opportunities:

Provide the formula for the weighted revenue:

Altogether:

Follow up date of opportunity

In this example, we're using the columns of the originated lead of an opportunity to calculate the appropriate date when to follow up on the opportunity.

In the column editor for an opportunity table, we create a column called Follow-up date and specify the type as Calculated and the data type is Date and Time.

In the calculated column definition editor, in the Condition section, we specify two conditions the purchase time frame and the estimated value of the lead.

In the ACTION, we provide two formulas:

• To follow up in one week on the immediate opportunity
• To follow up in one month if the opportunity isn't likely to happen right away.

The following screenshots show step by step how to define the Follow-up date calculated column.

Set the two conditions on the originating lead:

Provide the formula to follow up in one week:

Provide the formula to follow up in one month:

Altogether:

Days from a row creation

In this example, we're using the DIFFINDAYS function, to compute the difference in days from the time when a row was created to the current date.

Create a new Whole Number column called Calculated difference in days.

Provide the formula for computing the difference in days

Altogether:

Functions syntax

The following table contains information about the syntax for the functions provided in the ACTION section of the calculated column.

In the CONCAT function, you can use literal strings as single lines of text, table columns that contain a single line of text, or a combination of both. For example: CONCAT (FirstName, LastName, "is a manager."). If a literal string contains quotation marks, precede each mark with the backslash (\) escape character, like this: This string contains the \"quotation marks.\" This ensures that the quotation marks inside the string aren't treated as special characters that separate the strings.

The following examples show how to use the TRIMLEFT and TRIMRIGHT functions. They contain the initial strings and the resulting strings, returned by the TRIMLEFT and TRIMRIGHT functions:

TRIMLEFT ("RXX10-3456789", 3), returns the string 10-3456789
TRIMRIGHT ("20-3456789RXX", 3), returns the string 20-3456789

Considerations

You should be aware of certain conditions and limitations when working with calculated columns:

• Saved queries, charts, and visualizations can have a maximum of 50 unique calculated columns.

• The calculated column values aren't displayed in the Outlook Client Offline mode in the tile views or on table main forms.

• A maximum number of chained calculated columns is 5.

• A calculated column can't refer to itself or have cyclic chains.

• If you change one of the condition operators in a multiple condition clause, all of the condition operators will update to that condition. For example, in the clause IF (x > 50) OR (y ==10) OR (z < 5), if you change the OR operator to the AND operator, then all OR operators in the clause will become AND operators.

• You can access parental columns via the Lookup column to the parent table, such as <LookupFieldName>.<FieldName>. This isn't possible with multi-table lookup columns like Customer, which can be Account or Contact. However, some tables have individual Lookup columns for a specific table, such as ParentAccountid.<FieldName> or ParentContactid.<FieldName>.

• Sorting is disabled on:

  • A calculated column that contains a column of a parent row.
  • A calculated column that contains a logical column (for example, address column)
  • A calculated column that contains another calculated column.
  • A calculated column that contains Now() function.

• Calculated columns can span two tables only.

  • A calculated column can contain a column from another table (spanning two tables – current table and parent row).
  • A calculated column can't contain a calculated column from another table that also contains another column from a different table (spanning three tables):
    (Current table) Calculated Column ← (Parent Row) Calculated Column 1 ← (Parent Row) Calculated Column 2.

• You can't trigger workflows or plug-ins on calculated columns.

• You can't change an existing simple column to a calculated column. If your current application is using JavaScript or plug-ins to calculate a column, you wouldn't be able to use the calculated columns feature without creating a new column.

• Duplicate detection rules aren't triggered on calculated columns.

• A rollup can't reference a calculated column that uses another calculated column, even if all the columns of the other calculated column are on the current table.

• When a currency calculated column depends on a related table's currency column, the system performs calculations using corresponding base currency column values. This is because exchange rate values and currency values can vary between different table records. For example, consider a calculated column - Account Revenue on the Opportunity table, and consider Account Revenue has a dependency on the Annual Revenue currency column on the Account table, then Account Revenue is calculated as described here:

  'Account Revenue' = ['Annual Revenue (Base)' * 'Exchange Rate on Opportunity table record'] or 'Account Revenue' = [('Annual Revenue' / 'Exchange Rate on Account table record') * 'Exchange Rate on Opportunity table record']

See also

Create and edit columns
Define rollup columns that aggregate values
Video: Rollup and calculated columns
Formula, calculated, and rollup columns using code