How does it work?
IF statements allow the formulas to make logical statements between a value and an expected outcome. IF statements with text allow everyone to process the information on the dashboard more easily.
For example, display a message "Target Reached 🎉" whenever someone reaches their target.
IF statement order
Let's break down the statement from the example above.
IF – the data function.
Sum – the name of the data lookup.
Sales – the name of the data source.
State="success" – filter. The filter includes the name of a data source field and the filtering condition. This formula will only sum the values from those registrations where the field's State values are "success." Filtering is case-sensitive.
Amount – the name of the field whose values will be summed.
50000 – target value.
Target Reached 🎉 – if the sum is greater than or equal to 50 000, the widget will display this message.
Working on it 💪 – if the sum is less than 50 000, the widget will display this message.
How to create the IF statement
Go to Formulas > + New formula.
Click Switch to Advanced editor in the top-right corner.
Give the formula a title and enter your IF statement.
Change the number format to Text.
(Optional) Add conditional colors. For example, type in Target Reached 🎉 for green and Working on it 💪 for yellow.
Click Save in the bottom-right to finish.
Other statement variations
If you don't want to display a message when the target is not reached, you can leave empty quotation marks in the statement, like this: "Target Reached 🎉"," ".
There needs to be a single space between the quotation marks – otherwise, the dashboard will show 0 instead of not showing anything.