Tables, formulas and lookups
See a table's rows and columns, add formula columns and measures, and link tables with lookups.
Open any table in a workspace to see its rows, its columns and what it is used in.
Columns
Each column has a name, a type and a format. Rename a column, change how numbers show (decimals, currency, percent), or hide a column you never report on. Hiding a column doesn't remove its data.
Formula columns
A formula column works something out for every row. Choose Add formula column, name it and type the formula. Use column names in square brackets:
[Quantity] * [Rate]IF([Due date] < TODAY(), "Overdue", "On time")YEAR([Invoice date])
You can use + - * /, comparisons, and these functions: IF, AND, OR, NOT, ROUND, ABS, FLOOR, CEIL, CONCAT, UPPER, LOWER, LEFT, RIGHT, LENGTH, TRIM, YEAR, MONTH, DAY, WEEKDAY, DATEDIFF, TODAY and NOW. The formula is checked as you type.
Measures
A measure is a figure worked out over many rows, such as a margin. Choose Add measure:
SUM([Sales]) - SUM([Cost])(SUM([Sales]) - SUM([Cost])) / SUM([Sales]) * 100COUNT_DISTINCT([Customer])
Measures can use SUM, AVG, COUNT, COUNT_DISTINCT, MIN and MAX. Use a measure in any report like a number column.
Lookups
A lookup links a column of one table to a column of another, such as Customer ID in Orders to ID in Customers. Once linked, any report on Orders can use Customers' fields, such as the customer's city.
Data from your Ellibo apps comes already linked where the apps link it, such as invoice lines to items.
Formulas and lookups on each plan
Formula columns, measures and lookups are on every plan.