Calculations

Calculate column

The Calculate new column action allows calculating new columns using expressions (i.e. formulas).

Calculate new column action
Similarly, the Modify column action replaces existing columns. Note that it's possible to create/modify several columns in one action.

Rule

The Rule action can be used for calculations that are nested IF / THEN / ELSE conditions. This action is similar to CASE statements in SQL. It can be used to create new columns as well as replace existing ones.

Rule action

Aggregate

To calculate aggregates (grouped or not) such as sum or count, use the Aggregate action.

Aggregate action

Advanced topics

Referencing values from other rows

As you may have noticed by now, in EasyMorph the approach to calculations is different from Excel. The expression syntax is more restricting (which, by the way, is good for performance) and doesn't allow referencing values in other rows, tables or aggregations over ranges. Nevertheless, such calculations are still possible with the help of additional actions that pre-calculate/bring necessary components of a value calculation into the same row. For instance, the Shift columns action can be used to bring values from a previous or next row. Then they can be used used in an expression together with values from the current row which makes it equivalent to referencing a value in a previous/next row. Note that in EasyMorph it's generally not possible to arrange recursive calculations. Although in some cases workarounds are possible.

Shift column action

Using totals/subtotals in calculations

The Total/subtotals action creates a new column with an aggregated total, or group subtotal (if grouping was used). This action is different from "Aggregate" because it doesn't roll up rows, but instead just adds a new column with total/subtotals. It makes it possible to write expressions that use a row value and its column total (or group subtotal) in the same expression (e.g. calculation of the percentage from the max value).

Calculate new column action


Read next: Merging data