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SharePoint Cheat Sheet PDF

This document provides a cheat sheet for using calculated columns in SharePoint. It summarizes formulas for common calculations involving numbers, dates, times, text manipulation, and other functions. Formulas are shown for calculating percentages, markups, commissions, formatting numbers with currency and separators. Additional formulas demonstrate extracting portions of dates and times, concatenating text, converting between types, and more.

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JimmyHIm
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0% found this document useful (0 votes)
695 views4 pages

SharePoint Cheat Sheet PDF

This document provides a cheat sheet for using calculated columns in SharePoint. It summarizes formulas for common calculations involving numbers, dates, times, text manipulation, and other functions. Formulas are shown for calculating percentages, markups, commissions, formatting numbers with currency and separators. Additional formulas demonstrate extracting portions of dates and times, concatenating text, converting between types, and more.

Uploaded by

JimmyHIm
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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SharePoint

Calculated Column Cheat Sheet


Numbers

Profit Shows the percentage profit on a sale (tick "Show as percentage") 10%
([Price]-[Cost])/[Cost]

Markup Gives a price from a cost and a percentage markup $130.00


[Cost]*(1+[Markup])

Commission Gives the commission due on a sale (based on a commission %) $20.00


[Sale]*[Commission]
Formatting Formmatted with $ curency, comma thousand seperator and 2 decimal places $1,234.56
TEXT([Sales],"$#,###.00");
Negative numbers in brackets (95.99)
TEXT([Sales],"#,###.00;(#,###.00)");

Date and Time


Time only TEXT([DateTimeField],"hh:mm:ss") 08:35:21
Weekday TEXT([DateField],"dddd") Tuesday
TEXT([DateField],"ddd") Tue
Month TEXT([DateField],"mmmm") September
TEXT([DateField],"mmm") Sep
Year TEXT([DateField],"yyyy") 2011
TEXT([DateField],"yy") 11
September
Combinations TEXT([DateField],"mmmm dd, yyyy"
17, 2011
AM/PM Shows whether a time is AM or PM AM
IF(HOUR([Time]) < 12,"AM","PM")

Day/Night Shows whether a time is day or night Day


IF(AND(HOUR([Time])>6,HOUR([Time])<18),"Day","Night")

Wk commencing Shows the date of the first day of the week (useful for grouping by week) 1/2/2011
[Date]-WEEKDAY([Date])+1

Week number Shows the week number (US Style)


ROUNDDOWN(([Date]-DATE(YEAR([Date]),1,1)+WEEKDAY(DATE(YEAR([Date]),1,1))-
5
WEEKDAY([Date])+1)/7,0)+1

Quarter Shows which quarter a date falls in


"Q" & INT((MONTH([Date])-1)/3)+1 Q1
"Q" & INT((MONTH([Date])-1)/3)+1 & "-" & YEAR([Date]) Q1-2010
Season Shows which season a date falls in. Takes into account one month offset from quarter.
CHOOSE(INT((MOD(MONTH(When)+1,12)/4))+1,"Winter","Spring","Summer","Autumn") Spring
Fiscal year Shows which fiscal year a date falls in (1st October)
"FY " & IF(DATE(YEAR([Date]), 10, 1)>[Date], YEAR([Date]), YEAR([Date])+1) FY 2011
Shows which fiscal year a date falls in (6th April)
IF([Date]<DATE(YEAR([Date]),4,1), RIGHT(YEAR([Date])-1,2) & "/" &
RIGHT(YEAR([Date]),2), RIGHT(YEAR([Date]),2) & "/" & RIGHT(YEAR([Date])+1,2)) 10/11/2011

Other
Ref. number Creates a fixed length reference number from a Number PLT00324
"PLT" & REPT("0",5-LEN(TEXT([Number]))) & TEXT([Number])

Random team Chooses a team at random, based on the time (in seconds) Team B
CHOOSE(MOD(TEXT(Created,"s"),2)+1,"Team A","Team B")

Marks out of ten Gives general comments on a mark out of ten Good
CHOOSE(INT([Marks]/3),"Bad","Poor","Good","Great")

Modified Shows whether an item has been modified since creation


IF([Modified] > [Created], "Changed", "Original") Changed

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Calculated column reference (page 2)

Operators Description Example {Result}


+, -, *, / Add, Subtract, Multiply, Divide
^ Power (e.g. [Field]^2 = Squared) 4^3 {64}
Concatanate (put two text values or
& "4" & "3" {"43"}, [Field1] & [Field2]
fields together)
Relational Operators
= (Equal To) > (Greater than) >= (Greater than or equal to)
<> (Not equal to) < (Less than) <= (Less than or equal to)
Text Description Example {Result}
LEN (Text) The length of Text LEN("Hello") {5}
LEFT (Text, Number) Return X characters from the left LEFT("I quite like camping", 6) {"I quit"}
RIGHT (Text, Number) Returns X characters from the right RIGHT("I quite like camping",4) {"ping"}
Returns Number2 characters from the MID("I quite like camping", 9, 11) {"like
MID (Text, Num1, Num2)
middle of Text, starting at Number1 campin"}
Returns the index of Text1 within Text2,
SEARCH (Text1, Text2, Num) SEARCH("Banana", "Banana Banana", 4) {8}
starting the search at index Number
LOWER (Text) Text in lower case LOWER("uRGEnT") {"urgent")
UPPER (Text) Text in upper case UPPER("uRGEnT") {"URGENT")
PROPER (Text) Capitalize first letter of each word PROPER("uRGEnT TICket") {"Urgent Ticket")
TRIM (Text) Removes spaces from the start and end TRIM(" some text ") {"some text"}
Returns Text without non-printable
CLEAN (Text) CLEAN("Line1?? Line2??") {"Line1 Line2"}
characters added by clipboard or similar
Replaces Number2 characters starting at
REPLACE (T1, N1, N2, T2) REPLACE("Hello",2,4,"i") {"Hi")
Number1 from Text1 with Text2
CONCATENATE (T1, T2, ...) Puts the values together into one string CONCATENATE("A","B","C") {"ABC"}
Converts a number to a currency text, with
DOLLAR (Number, Decimals) DOLLAR(12.567,2) {"$12.57"}
the given number of decimals
EXACT (Text1, Text2) Are the two text values identical? EXACT("Hi","hi") {False}
Returns Number with the given number of FIXED(1057.26,1,TRUE) {"1057.3"},
FIXED (Num, Dec, NoCommas)
decimals as text (commas optional) FIXED(1057.26,0,FALSE) {"1,057"}
REPT (Text, Number) Repeats Text the given Number of times REPT("Hi",3) {"HiHiHi"}
Converts Value to a Text value, using
TEXT (Value, Format) TEXT([Created], "yyyy|mm") {"2011|03"}
Format (see 'TEXT Formats' overleaf)

Date/Time Description Example {Result}


YEAR (Date) Returns the year number from a date YEAR([Created]) {2011}
MONTH (Date) Returns the month number from a date MONTH([Created]) {3}
Returns the weekday number from a date
WEEKDAY (Date) WEEKDAY([Created]) {2}
or datetime (0 is Sunday)
DAY (Date) Returns the day number from a date DAY([Created]) {29}
HOUR (DateTime) Returns the hour (uses 24h clock) HOUR([Created]) {13}
MINUTE (DateTime) Returns the minute from a datetime MINUTE([Created]) {51}
SECOND (DateTime) Returns the seconds from a datetime SECOND([Created]) {26}
DATE(Year, Month, Day) Creates a date from the 3 numbers DATE(2011, 3, 29) {3/29/2011}
The difference between two dates (Unit:
DATEDIF (Date1, Date2, Unit) "Y" Years, "M" Months, "D" Days, and DATEDIF("3/29/2011","2/1/2011","M") {1}
more)
DATEVALUE (Text) Converts Text to a Date DATEVALUE("3/29/2011") {3/29/2011}
TIME (Hour, Minute, Second) Creates a time from the 3 numbers TIME(19,45,21) {1/1/1900 7:45:21 PM}
TIMEVALUE (Text) Converts Text to a time value TIMEVALUE("19:45") {1/1/1900 7:45 PM}
Math Description Example {Result}
ABS (Number) Makes a number positive if it is negative ABS(-1) {1}, ABS(1) {1}
Rounds Number up to the nearest even
EVEN (Number) EVEN(0.5) {2}, EVEN(-1) {-2}
number
Returns the factorial of a number ("x!" on a
FACT (Number) FACT(5) {5*4*3*2*1 = 120)
calculator)
Returns the remainder of Number1 divided
MOD (Number1, Number2) MOD(5, 4) {1}, MOD(2010, 20) {10}
by Number2
Rounds Number up to the nearest odd
ODD (Number) ODD(1.5) {3}, ODD(-2) {-3}
number

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Math (cont.) Description Example {Result}


PI () Returns Pi to 15 decimal places PI() {3.14159265358979}
ROUND (Number1, Number2) Rounds Number1 to Number2 decimals ROUND(327.598, 1) {327.6}
Rounds Number1 to Number2 decimals,
ROUNDDOWN (Num1, Num2) ROUNDDOWN(327.598, 1) {327.5}
always rounding down.
Rounds Number1 to Number2 decimals,
ROUNDUP (Num1, Num2) ROUNDUP(52.0001, 0) {53}
always rounding up.
Returns -1 for negative numbers, 1 for SIGN(-5.9786) {-1}, SIGN(20678) {1},
SIGN (Number)
positive, and 0 when 0 SIGN(0) {0}
SQRT (Number) Returns the square root SQRT(64) {8}
TRUNC (Number) Returns Number with decimals removed TRUNC(37.999999) {37}
Converts Text to a Number, Date or Time,
VALUE (Text) VALUE("57") {57}, VALUE("00:05") {00:05}
according to its format
Averages the Numbers, ignoring non- AVERAGE(10, 0, "", "0") {5}, AVERAGE(5, 0,
AVERAGE (Num1, Num2, ...)
Number values TRUE) {2.5}
Averages the Numbers, non-Number AVERAGEA(10, 0, "", "0") {2.5}, AVERAGEA(5,
AVERAGEA (Num1, Num2, ...)
values are interpreted 0, TRUE) {2}
Averages the Numbers, ignoring non- COUNT(10, 0, "", "0") {2}, COUNT(5, 0,
COUNT (Num1, Num2, ...)
Number values TRUE) {2}
Counts all values, including empty text (""), COUNTA(10, 0, "", "0") {4}, COUNTA(5, 0,
COUNTA (Value1, Value2, ...)
ignoring empty columns TRUE) {3}
Gets the largest of the numbers, including
MAX (Number1, Number2, ...) MAX(0, 2, "76", 100) {100}
Text fields containing numbers

Gets the largest of the numbers, including MAXA(0, 2, "76", 100, "Telephone", TRUE)
MAXA (Number1, Number2, ...)
non-number values {100}
Gets the smallest of the numbers,
MIN (Number1, Number2, ...) MIN(0, 2, "76", 100) {0}
including Text fields containing numbers

Gets the smallest of the numbers, MINA(0, 2, "76", 100, "Telephone", TRUE)
MINA (Number1, Number2, ...)
including non-number values {0}
Returns the total of all Numbers and
SUM (Number1, Number2, ...) SUM(0, 2, "76", 100, TRUE) {179}
number-like values
Logical Description Example {Result}
AND (Condition1, Condition2) Returns True if both conditions are True AND(4>=3,3>2) {True}
OR (Condition1, Condition2) Returns True if either condition is True OR(4>=3, 3<2) {True}
NOT (Condition1) Returns the opposite to the condition NOT(1=1) {False}
Conditional values Description Example {Result}
Returns the value corresponding to the
CHOOSE(Num, Val1, Val2, ...) CHOOSE(3, "A", "B", "C", "D") {"C"}
number. Up to 29 values can be used.
If Conditon is true, return Value1, IF([Modified] > [Created], "Changed",
IF(Condition, Val1, Val2)
otherwise return Value2 "Original") {"Changed" or "Original"}
Type/Error checking Description Example {Result}
Returns True if Value is empty, False IF(ISBLANK([Assignee]), "Needs assigning",
ISBLANK (Value)
otherwise "Assigned")
Returns True if Value returns an error
ISERR (Value) ISERR(#REF!) {True}
(except #N/A), False otherwise
ISERROR (Value) Returns True if Value returns an error ISERROR(#REF!) {True}
Returns True if Value returns a logical
ISLOGICAL (Value) ISLOGICAL(FALSE) {True}
value (True or False), False otherwise
Returns True if Value returns error #N/A,
ISNA (Value) ISERR(#N/A) {True}
False otherwise
Returns True if Value is not text or is ISNONTEXT(2) {True}, ISNONTEXT("Two")
ISNONTEXT (Value)
empty, False otherwise {False}
Returns True if Value is a Number, False
ISNUMBER (Value) ISNUMBER(2) {True}, ISNUMBER("Two") {False}
otherwise
ISTEXT (Value) Returns True if Value is Text ISTEXT(2) {False}, ISTEXT("Two") {True}
Columns that can't be used
[Today] and [Me] Only available in default columns. Will NOT work correctly in calculated columns
[ID] Only works on column addition/update. Fails to work from then on.
Lookup columns Currently unsupported

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