How to create a formula

[SOwens2]

Am trying to create a formula but getting stuck. I have created a new propert and its a custom equation. I want it to reference another field called TotalScore% which is itslef a calculated field based on inputs on other fields and gives a % score:

IF TOTALSCORE% => 80% then "Tier 1, IF TOTALSCORE% is between 70-79% then "Tier 2" etc....

But getting stuck!

[Thrive · Accepted solution]

Hi there, we have built an app for the marketplace that allows you create an infinite number of calculations. Feel free to check it out here here: https://ecosystem.hubspot.com/marketplace/apps/marketing/data-management/calculations-3449553

[PamCotton]

Hey @SOwens2,

Thank you for reaching out to our Community!

To create a formula calculation on a report in HubSpot, follow these steps:

1. Navigate to the report on which you want to create the formula calculation.
2. Click on "Create field" to create a new field in the report.
3. In the Formula field, enter your formula calculation. For example, if you want to calculate the count of deals won divided by the count of deals created, you can use the formula "count(deals won) / count(deals created)."
4. You can reference properties in the dataset and other HubSpot properties outside of the dataset in your formula.
5. Click Save to save the formula field.
6. The report will display the calculated values based on your formula.

Creating formula calculations on a report may require subscriptions to certain HubSpot products. If you want more detailed information and instructions, refer to the HubSpot knowledge base article on creating calculation properties.

I want to invite our top experts to this conversation, @NicoleSengers @HubDoPete @Bryantworks, any recommendations to @SOwens2?

Thank you,

Pam

[ELitke]

Hello Pam,

Trying to also follow your directions to create the formula field and I don't see anything that allows you to create a field.  When you say navigate to the report, do you mean in the customize area?  In the report list?  Please advise.  I am not fiding this at all.  Thank you.

Elizabeth Litke.  

[PamCotton]

Hello @SOwens2 @ELitke, I want to share this knowledge base here with more information about how to create a formula field. 

This feature is currently in Beta. Formula fields perform row-level math on your data table, which means the calculation is performed on a row-by-row basis. This is different from aggregate math, which is performed on the column level.

Kindly,

Pam

[SOwens2]

Thanks but its the formula bit i am stuck on. What should that look like as it is not the same as an IF Excel formula