Formula Fields
Learn how to use Formula Fields in Planhat to transform underlying data into valuable insights. We'll cover how they work, why they matter, and practical use cases across teams.
Course curriculum
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Formula fields intro
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Introduction
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Identifying the model(s)
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Operations
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Filters within Formula Fields
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Sorting and limiting in a filter
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Formula Fields in action
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Quiz time!
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Exercise: make your own Formula Field
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About this course
- Free
- 9 lessons
Reviews
Previous students sharing their thoughts about the course:
The formal training I have been craving!
Debbie Hart
My CSM from PH really is the best! But I was hoping to have a format where I could take time to absorb the info. Thanks for the material!!! It is easy to d...
Read MoreMy CSM from PH really is the best! But I was hoping to have a format where I could take time to absorb the info. Thanks for the material!!! It is easy to digest and has fantastic references.
Read LessOrganise Customer Data Review
Gavin Danfelt-Martin
Good technical walk-through. Particularly enjoyed the formula and calculated metric section.
Good technical walk-through. Particularly enjoyed the formula and calculated metric section.
Read LessDetailed and Informative Course
Ankur Likhe
Nice Course
Amol Waychal
Amazing Content
Amazing Content
Read LessOrganise Customer Data Review
Gavin Danfelt-Martin
Good technical walk-through. Particularly enjoyed the formula and calculated metric section.
Good technical walk-through. Particularly enjoyed the formula and calculated metric section.
Read LessInsightful
Aishwarya Shinde
Great summary of the foundations
Andrew Titheridge
Quite extensive! The questionnaires were relevant to the videos and helpful as a recap for the big takeaways.
Quite extensive! The questionnaires were relevant to the videos and helpful as a recap for the big takeaways.
Read LessPlanhat User For One Year - Learning Lots Of Tips!
Will Young
Really good to have more in depth training that goes beyond the resources in the help centre.
Really good to have more in depth training that goes beyond the resources in the help centre.
Read LessGreat Content
Matt Jacobsen
The content was well structured and informative, I still learn something new every time!
The content was well structured and informative, I still learn something new every time!
Read LessGreat
Adaugo Ombu
Very informative
Very informative
Read Less