Report Builder: Excel Formulas for Custom Metrics
With the new Live Excel Formulas feature in Report Builder, you can now create custom columns and apply dynamic formulas directly inside your reports — no need to export to Excel or rebuild your metrics manually each week.
This update allows you to perform real-time calculations and build personalized KPIs such as Net Revenue, Outperformance Flags, or any other custom metric, all within Report Builder.
Before You Start
- This feature is available in Report Builder custom templates only.
- All edits and formulas are auto-saved as soon as you make them.
Benefits
Previously, you needed to export reports to Excel to calculate additional metrics — making analysis static and time-consuming. With Live Excel Formulas, you can now:
- Build custom KPIs and derived metrics directly in Report Builder.
- Keep your analysis live and continuously updated.
- Eliminate manual work from maintaining Excel-based dashboards.
- Stay fully within the PriceLabs ecosystem — no more exporting and rebuilding.
This improvement greatly enhances workflow efficiency and makes Report Builder a more flexible, all-in-one reporting solution.
How to Use Live Formulas
- Open Your Custom Template
- Navigate to Report Builder
-
You can either open an existing custom template or create a new one.
- Add a New Column
- Click on the “Add Columns” button to insert a blank column in your report grid.
- Rename the Column
- Double-click the column header to rename it to your preferred metric (e.g., Net Revenue, Outperformance Flag, Margin %).
- Enter a Formula
- In any cell of the new column, add your formula such as:
- G2 = A2 - F2 + C2 / 100
- G2 = IF(A2 > C2, "Outperforming", "Underperforming")
- Once you hit Enter, the formula automatically applies to all rows in that column:
Note: We recommend that you click on the metric fields manually for dynamic population. If a formula is entered manually (e.g., M3+N3), this constant value will be applied across the entire column due to a current limitation. But if you just choose the columns using arrows or mouse, the referenced column name is used.
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How to Edit and Update
- To modify a formula, simply edit any cell within that custom column — your update will automatically apply across all rows.
- All changes are saved instantly.
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