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Outsmarting SharePoint using Calculated Columns Jonathan Weaver #SPSKC2015.

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Presentation on theme: "Outsmarting SharePoint using Calculated Columns Jonathan Weaver #SPSKC2015."— Presentation transcript:

1 Outsmarting SharePoint using Calculated Columns Jonathan Weaver #SPSKC2015

2 Jonathan Consultant – KC Tech Group, LLC (www.kctechgroup.com)www.kctechgroup.com 15+ years in IT industry DEV, BA, QA, SharePoint Into logic puzzles SuDoKu, Rubik’s Cubes, Word Search If/Then queries Workflows

3 Agenda What is a Calculated Column? Limitations Overcoming Limitations Let’s go on a cruise! Basic Calculations If Statements Nested If Statements Today & Me Demo Questions Resources

4 What is a Calculated Column? Calculate based on other columns Display values based on logic statements Similar to functions in Excel or SQL

5 Limitations Maximum of 7 Nested Ifs Cannot use Lookup columns Entry box is very small

6 Overcoming Limitations Smarter Nesting / Concatenating Hidden columns Calculations Copy Lookups Workflows Notepad

7 Let’s go on a cruise!

8 Basic Calculations Creating a “Total” column Basic math =[Col1]+5 =[Col2]/[Col1] Compare =[Col1]>[Col2] And/Or/Not =AND([Column1]>[Column2], [Column1]<[Column3]) =OR([Column1]>[Column2], [Column1]<[Column3]) =NOT([Column1]+[Column2]=24)

9 If Statements Conditional Calculations =IF(Condition, Then, Else) =IF([Column1]<=[Column2], "OK", "Not OK") =IF([Column1]=15, "OK", "Not OK") =IF(AND([Column1]>[Column2], [Column1]<[Column3]), "OK", "Not OK") =IF(OR([Column1]>[Column2], [Column1]<[Column3]), "OK", "Not OK")

10 Nested If Statements Nest inside Then or Else sections =IF(Condition, IF(Condition, Then, Else), Else) =IF(Condition, Then, IF(Condition, Then, Else)) ALWAYS COUNT YOUR BRACKETS!!!!!! Demo

11 What if each color needs a different code?

12 Nested If Statements

13 Today & Me [Today] – Inserts Today’s date [Me] – Inserts the signed in user’s name

14 Today & Me [Today] – Inserts Today’s date [Me] – Inserts the signed in user’s name

15 DEMO If I haven’t rambled on past our time limit…

16 Questions?

17 Resources My favorite page for Calculation help us/library/office/bb862071(v=office.14).aspx Massive Nested If of-if-statements-in-a-calculated-column/

18 Thank you SPSKC15 sponsors!


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