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How to Use SharePoint Calculated Columns

Introduction

SharePoint Calculated Columns are a feature in SharePoint lists and libraries that allow users to perform automatic calculations based on values from other columns. Using formulas similar to Microsoft Excel, calculated columns generate dynamic results without requiring custom coding.

Types of SharePoint Calculated Columns (With Examples)

A Calculated Column in SharePoint allows you to perform calculations based on other columns in the list or library using formulas (similar to Excel).

SharePoint calculated columns can be categorized based on what they calculate or return.

1️⃣ Text Calculations

Description: Used to combine, format, or manipulate text values from other columns.

Common Uses

  • Concatenating first and last names

  • Adding prefixes or suffixes

  • Formatting text output

Example

Columns:

  • First Name (Single line of text)

  • Last Name (Single line of text)

Formula:

=[First Name] & " " & [Last Name]

Output:
Ketan + Sathavara → Ketan Sathavara

2️⃣ Number Calculations

Description: Performs arithmetic operations on numeric columns.

Common Uses

  • Total price calculation

  • Discount calculation

  • Percentage calculation

Example

Columns:

  • Quantity (Number)

  • Unit Price (Currency)

Formula:

=[Quantity] * [Unit Price]

Output:
5 × 100 = 500

3️⃣ Currency Calculations

Description: Calculations involving currency fields.

Common Uses

  • Tax calculation

  • Net amount calculation

  • Total invoice amount

Example

Columns:

  • Amount (Currency)

  • Tax % (Number)

Formula:

=[Amount] + ([Amount] * [Tax %] / 100)

Output:
1000 + 10% = 1100

4️⃣ Date and Time Calculations

Description: Performs calculations using date/time fields.

Common Uses

  • Due date calculation

  • Age calculation

  • Days remaining

Example 1: Calculate Due Date

Columns:

  • Start Date (Date)

  • Duration (Number)

Formula:

=[Start Date] + [Duration]

Output:
01-Jan-2026 + 10 days → 11-Jan-2026

Example 2: Days Remaining

Formula:

=[Due Date] - TODAY()

Output:
Shows remaining days until due date.

5️⃣ Logical (IF) Calculations

Description: Uses conditional logic to return different values based on conditions.

Common Uses

  • Status indicators

  • Approval results

  • Pass/Fail results

Example

Columns:

  • Marks (Number)

Formula:

=IF([Marks] >= 40, "Pass", "Fail")

Output:
45 → Pass
30 → Fail

6️⃣ Boolean (Yes/No) Calculations

Description: Returns TRUE or FALSE based on a condition.

Example

=[Amount] > 1000

Output:
1500 → TRUE
500 → FALSE

7️⃣ Choice-Based Calculations

Description: Uses values from a Choice column to determine output.

Example

Columns:

  • Priority (Choice: High, Medium, Low)

Formula:

=IF([Priority]="High","Urgent",
  IF([Priority]="Medium","Normal","Low"))

Output:
High → Urgent

8️⃣ Percentage Calculations

Description: Calculates percentage values.

Example

Columns:

  • Obtained Marks (Number)

  • Total Marks (Number)

Formula:

=([Obtained Marks] / [Total Marks]) * 100

Output:
80 / 100 → 80%

9️⃣ Nested Calculations

Description: Combines multiple formulas inside one calculation.

Example

=IF([Marks]>=75,"Distinction",
IF([Marks]>=60,"First Class",
IF([Marks]>=40,"Pass","Fail")))

Output:
78 → Distinction
65 → First Class
50 → Pass
30 → Fail

🔟 Calculations Using Text Functions

Common Functions

  • LEFT()

  • RIGHT()

  • MID()

  • LEN()

  • UPPER()

  • LOWER()

Example

=UPPER([First Name])

ketan → KETAN

1️⃣1️⃣ Calculations Using Date Functions

Common Functions

  • TODAY()

  • NOW()

  • YEAR()

  • MONTH()

  • DAY()

Example

=YEAR([Start Date])

01-Jan-2026 → 2026

Important Notes About SharePoint Calculated Columns

  • Formulas are similar to Excel, but not all Excel functions are supported.

  • Cannot reference another calculated column (in some versions).

  • Cannot use lookup column values directly (limitations apply).

  • Maximum formula length: 1024 characters.

  • Output data type must be selected (Single line of text, Number, Date, etc.).

Summary Table

TypePurposeExample
TextCombine textFirst + Last Name
NumberArithmeticQuantity × Price
CurrencyFinancialAmount + Tax
Date/TimeDate differenceDue Date - Today
LogicalIF conditionPass/Fail
BooleanTRUE/FALSEAmount > 1000
Choice-basedBased on selectionPriority → Urgent
Percentage% calculationMarks %
NestedMultiple IFGrade system
Text FunctionsText manipulationUPPER()
Date FunctionsExtract date partYEAR()

Conclusion

SharePoint Calculated Columns allow users to automatically perform calculations and apply logic using data from other columns. They help improve accuracy, reduce manual work, and make list data more dynamic and meaningful. Overall, they are a simple yet powerful feature for automating business rules within SharePoint lists.