Create Calculated Fields in a Dynamic Excel List | CLEARIFY

Working with Calculations and Dynamic Lists in Excel

Since the data from a dynamic data source like QQube for QuickBooks is 'one living complete organism', calculations should not be created outside of the list area as you can never count on a value staying in a particular cell as it may move upon data refresh.

There is nothing special about creating a calculated column that becomes part of the existing Dynamic List.  You can use normal excel functions to produce the result.

When to Use Calculated Columns

• Get around the limitations of Calculated Fields in regular Pivot tables.  Specifically you can't write an IF statement based upon the value in a particular cell.
• Convert custom fields that contain text formatted as numbers - into actual numbers that can be used in calculations, or even a pivot table.  (See this How-To Guide on Custom Fields.)

Creating a Calculated Column

Right click anywhere in the last column of your dynamic data range and choose Insert > Table Column to the Right

A new column will appear, that becomes PART of the range.

Here you can use any formula, where the results will be repeated down the length of the column.