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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

  1. Go to Formulas > + New formula.

  2. Click Switch to Advanced editor in the top-right corner.

  3. Give the formula a title and enter your IF statement.

  4. Change the number format to Text.

  5. (Optional) Add conditional colors. For example, type in Target Reached 🎉 for green and Working on it 💪 for yellow.

  6. 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.