Calculated fields allow you to compute a field with values from other fields from the same entity (such as a Shot or an Asset). You can use calculated fields to make it easier and faster to find useful information.

Add a calculated field the same way you add any other field type. You will see the list of available fields for the specific entity you’re using under the “Available Fields” section. If you add additional fields of supported types to your page, they will appear under the list of Available Fields on your Calculated fields.

Make sure you use the format listed under “Available Functions” in your formula, like in the example below.

Type in your formula. If the formula uses the “Float” output type, you can choose the Display Format, which will override the default float format for this particular field.

Note:Cells will turn red if there are errors that will cause the formula to fail.Please also noteyou cannot divide by zero. Doing so will produce an error.

All calculated fields are “live,” which means if you update any inputs in your field you will see those changes immediately.

Once you have configured your field, you can choose to sort, group, or summarize on the field. You can also filter on a calculated field. Additionally, you can hover over the column header of a calculated field to see the formula.

Additionally, you can graph on a calculated field. In your graph, you can choose to group or summarize on a calculated field, which allows for some very powerful graphing capabilities.

## Available functions

### Math

Name | Description | Syntax |
---|---|---|

+ | Addition | value1 + value2 |

- | Subtraction | value1 - value2 |

* | Multiplication | value1 * value2 |

/ | Division | value1 / value2 |

### String

Name | Description | Syntax | Example | Result |
---|---|---|---|---|

CONCAT | Combine strings | CONCAT(string1, string2) | `CONCAT(“Shot”, “gun”)` |
“Shotgun” |

UPPER | Uppercase string | UPPER(string) | `UPPER(“Shotgun Software”)` |
SHOTGUN SOFTWARE |

LOWER | Lowercase string | LOWER(string) | `LOWER(“Shotgun Software”)` |
shotgun software |

LEFT | Returns part of the string from the beginning of the specified string | LEFT(string, [number_of_characters]) | `LEFT(“ab_0124”, 2)` `LEFT(“Shotgun Software”)` `LEFT(“ab_0124”, 0)` |
“ab” “S” “” |

RIGHT | Returns part of the string from the end of the specified string | RIGHT(string, [number_of_characters]) | `RIGHT(“ab_0124”, 4)` `RIGHT(“Shotgun Software”)` `RIGHT(“ab_0124”, 0)` |
“0124” “e” “” |

MID | Returns part of the string, taken from a segment of the string | MID(string, starting_at, extract_length) | `MID("ab_0124", 3, 1)` |
“_” |

LEN | Length of a string | LEN(string) | `LEN("Shotgun Software")` |
16 |

#### Definitions of string arguments

Name | Description |
---|---|

number_of_characters | The number of characters to return from the left or right side of string. (This is optional, and set to “1” by default.) |

starting_at | The starting point from the left of the string from which to begin extracting. The first character in the string has the index 1. |

extract_length | The length of the segment to use. |

#### Notes about strings

- 0 is a valid input for number_of_characters and will cause LEFT and RIGHT to return the empty string (“”).
- If the end of string is reached before extract_length characters are encountered, MID returns the characters from starting_at to the end of string.
- To return the contents from starting_at to the end of string, use LEN to calculate the length of the string that will be returned rather than simply specifying a large number for extract_length.
- LEN counts all characters, even spaces and nonprinting characters. In cases where LEN returns unexpected values, ensure that there are no such characters in text.

## Type conversion

Name | Description | Syntax | Output Type | Example | Result |
---|---|---|---|---|---|

FIXED | Formats a numeric value as text to display a specific number of decimal places. | FIXED(number, [number_of_places]) | Text | `FIXED(3.141592,4)` `FIXED(3.141592,0)` `FIXED(3,3)` |
3.1416 3 3.000 |

TO_FLOAT | Converts a numeric value (number, currency, percent) to a float. | TO_FLOAT(number) | Float | `TO_FLOAT(11)` `TO_FLOAT({sg_percent})` // {sg_percent} = 40%`TO_FLOAT(sg_amount})` // {sg_amount} = $200 |
11.00 0.40 200.00 |

TO_CURRENCY | Converts a numeric value (number, float, percent) to a currency. | TO_CURRENCY(number) | Currency | `TO_CURRENCY(1.479531)` `TO_CURRENCY(10)` `TO_CURRENCY({sg_percent})` // {sg_percent} = 40% |
$1.48 $10.00 $0.40 |

TO_PERCENT | Converts a numeric value (number, float, currency) to a percent. | TO_PERCENT(number) | Percent | `TO_PERCENT(0.4)` `TO_PERCENT(0.40926)` `TO_PERCENT(101)` |
40% 40% 10,100% |

#### Notes about type conversions

- The
`number`

is the number to format. - The
`value`

is the numeric value to be converted to a float, currency, or percentage. - The
`number_of_places`

is the number of decimal places to display. - The maximum value for
`number_of_places`

is six. If the number has fewer than`number_of_places`

significant digits, zeros will be appended. If it has greater than the`number_of_places significant digits`

, the number will be rounded to the correct`number_of_places`

, rather than truncated. - The
`TO_FLOAT`

returns the value converted to a float, with the standard interpretation that 1 = 100%. Since the output type will be a float, you can choose how many decimal places to display in the result. - The
`TO_CURRENCY`

returns the value converted to a currency field. It will obey your Site Preferences for currency display. - The
`TO_PERCENT`

returns the value converted to a percentage, with the standard interpretation that 1 = 100%. The value is floored to get to the nearest whole number percent.

## Error messages

You may see different error messages in your calculated fields, either in the formula editor itself or in the results of the calculation.

## Example calculations

Below are some examples of formulas for calculated fields.

Description | Formula | Output format |
---|---|---|

Cut length | `{sg_cut_out} - {sg_cut_in} + 1` |
Float (10) |

Cut summary | `CONCAT({sg_head_in}, " [", {sg_cut_in}, " - ", {sg_cut_out}, "] ", {sg_tail_out})` |
Text |

Projected shot cost | `{sg_shot_bid} * {sg_shot_cost}` |
Float |

Shot prefix for reference | `CONCAT("A_", {code})` |
Text |

Trim off last two characters of a string | `LEFT({string_field}, LEN({string_field}) - 2)` |
Text |

Additionally, calculated fields are available via the API.

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