Quick Reference Guide
Formula Columns
ADD FORMULA COLUMN
To create a Formula Column, navigate to your dataset and click the blue + plus sign in the top menubar.
Select FORMULA COLUMN from the dropdown menu. Enter a name for your new column (this will appear as a new field in your dataset once the formula runs) and choose your desired formula type.
Let’s explore the different types of formulas and how to determine which one you need.
LOOKUP VALUE
Pulls a matching value from another dataset based on shared criteria.
This type of formula is ideal for syncing related datasets or enriching records with additional information. Ideal for when you need to pull a specific matching field from another dataset (like attaching account details to a sales rep record).
AGGREGATE VALUE
Easily calculate totals, counts, averages, or other summary metrics across related records.
This is great for when you want totals, counts, or averages across related records (like total revenue per territory).
NUMBER ROWS
Automatically assign sequential numbers to your dataset rows for tracking, sorting, or organizing purposes.
This is perfect for sequencing and organization, especially in routing or ranked lists.
CATEGORIZE ROWS
Group records into defined categories based on logic you specify.
Use this option when grouping records by logic (like segmenting customers by performance tiers).
CUSTOM FORMULA
Build advanced calculations using Mapline’s formula engine, including logic and functions not available in traditional spreadsheet tools.
Try this out when your calculation involves conditional logic, multi-step math, or advanced functions beyond simple lookups and totals.
CONFIGURE COLUMNS
After selecting your formula type, choose your source dataset if applicable. Then determine whether you want to return the 1st, 2nd, 3rd (or other ranked) result when multiple matches exist.
Next, select your output column from the available dataset fields (this determines where the calculated value will be written).
Choose whether you want your formula to refresh automatically or manually depending on how often your data changes.
Once your configuration is complete, click OK to generate your new Formula Column.
Pro Tip: When deciding whether to return the 1st, 2nd, 3rd (or later) result, think about what the ranking represents in your workflow. Returning the 1st result is ideal when you want the closest match, highest priority, or top-ranked value. Choosing the 2nd or 3rd result can help identify backup locations, secondary accounts, or alternate route stops. Higher-ranked returns (like the 10th or 30th result) are useful for deeper analysis, such as identifying broader coverage reach, long-tail opportunities, or lower-priority segments.
Always align the result rank with the business question you’re trying to answer, not just the order in the dataset.
APPLY YOUR DATA COLUMNS
And that’s it! In just seconds, you can run advanced formulas that transform your analytics, routes, workflows, and overall business strategy. Because Formula Columns live directly in your dataset, they can power maps, dashboards, filters, and automations without additional setup.
- Build dynamic sales performance metrics and visualize them on maps or dashboards.
- Automatically categorize leads or customers to prioritize outreach and territory planning.
- Aggregate route data to measure efficiency, workload distribution, or coverage gaps.
- Use lookup formulas to sync data across multiple datasets for unified reporting.
