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Documentation Index

Fetch the complete documentation index at: https://sourcetable.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Sourcetable supports the same formula syntax as Excel and Google Sheets. If a formula works in Excel, it works in Sourcetable.

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Writing formulas

Click a cell and type = to start a formula. The formula bar at the top shows the full formula for the selected cell. 
=SUM(A1:A100)
=VLOOKUP(B2, Sheet2!A:C, 3, FALSE)
=IF(AND(C2>100, D2="Active"), "Priority", "Standard")

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Formula view

Toggle formula view to see all formulas in your sheet at once:
  • Press Ctrl+`` (backtick) to switch between values and formulas

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Cell references

TypeExampleBehavior
RelativeA1Adjusts when copied to other cells
Absolute$A$1Stays fixed when copied
Mixed$A1 or A$1One dimension fixed, one adjusts
Cross-sheetSheet2!A1References a cell on another sheet

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Tracing references

  • Trace precedents — Cmd+[ (Mac) or Ctrl+[ (Windows) to see which cells feed into the current formula
  • Trace dependents — Cmd+] (Mac) or Ctrl+] (Windows) to see which formulas depend on the current cell

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Common function categories

SUM, AVERAGE, COUNT, COUNTA, COUNTIF, COUNTIFS, MIN, MAX, MEDIAN, STDEV, ROUND, ROUNDUP, ROUNDDOWN, ABS, POWER, SQRT, MOD, SUMIF, SUMIFS, SUMPRODUCT, RAND, RANDBETWEEN
VLOOKUP, HLOOKUP, INDEX, MATCH, XLOOKUP, OFFSET, INDIRECT, ROW, COLUMN, CHOOSE
CONCATENATE, CONCAT, TEXTJOIN, LEFT, RIGHT, MID, LEN, FIND, SEARCH, SUBSTITUTE, REPLACE, TRIM, UPPER, LOWER, PROPER, TEXT, VALUE
TODAY, NOW, DATE, YEAR, MONTH, DAY, HOUR, MINUTE, SECOND, DATEDIF, EDATE, EOMONTH, NETWORKDAYS, WORKDAY, WEEKDAY, WEEKNUM
IF, IFS, AND, OR, NOT, IFERROR, IFNA, SWITCH, TRUE, FALSE
PMT, FV, PV, NPV, IRR, RATE, NPER, SLN, DB, DDB

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AI formula generation

Instead of writing formulas manually, you can ask the AI assistant to create them for you:
  1. Press Cmd+\ (Mac) or Ctrl+\ (Windows) to open the AI chat
  2. Select Formula mode from the mode selector
  3. Describe what you want in plain English
Examples:
  • “Write a VLOOKUP to match customer IDs from Sheet2”
  • “Calculate the running total of column C”
  • “Create an IF formula that flags orders over $500”
The AI generates the formula and can insert it directly into your spreadsheet. See formula generator for more details.