formulas in Word (off topic???)

  • Hi everyone. Not sure if this is the right place for my question, but I hope someone will tell me if there is a more appropriate site.
    I have created a form in Word. I have created the text fields I need. The first one has the current date automatically placed in it. I need anothe field to automatically calculate and display a review date which is 10 days further on. I've tried a few things but cannot get it to work. Any help is much appreciated. Thanks

  • Why not set your form up in Excel?
    I am not too good with Word, but Word Help suggests:
    Perform calculations in a table
    Do any of the following:

    Total the numbers in a row or column

    Click the cell in which you want the sum to appear.
    On the Table menu, click Formula.
    If the cell you selected is at the bottom of a column of numbers, Microsoft Word proposes the formula =SUM(ABOVE). Click OK if this is correct.
    If the cell you selected is at the right end of a row of numbers, Word proposes the formula =SUM(LEFT). Click OK if this is correct.


    If you see codes between braces — for example, {=SUM(LEFT)} — instead of the actual sum, Word is displaying field codes. To display field code results, press SHIFT+F9.
    If your column or row contains blank cells, Word will not total the entire column or row. To total the entire row or column, type a zero in each blank cell.
    To quickly total a row or column of numbers, click the cell where you want the sum, and then click AutoSum on the Tables and Borders toolbar.
    Perform other calculations in a table

    Click the cell in which you want the result to appear.
    On the Table menu, click Formula.
    If Microsoft Word proposes a formula that you do not want to use, delete it from the Formula box.
    Do not delete the equal sign. If you deleted the equal sign, reinsert it.

    In the Paste function box, click a function. For instance, to add numbers, click SUM.
    To reference the contents of a table cell, type the cell references in the parentheses in the formula. For instance, to add the numbers in cells A1 and B4, the formula would read =SUM(a1,b4)

    In the Number format box, enter a format for the numbers. For example, to display the numbers as a decimal percentage, click 0.00%.
    Note Word inserts the result of the calculation as a field in the cell you selected. If you change the referenced cells, you can update the calculation by selecting the field and then pressing F9.

    Note Microsoft Word table calculations must be manually recalculated. Consider using Microsoft Excel to perform complex calculations.

  • Right, I have been playing. What I did was create a simple table in Excel (Date in one cell(A1) then in A2 A1+10.

    In Word Insert > Object > From File, then browsed for my Excel File, and chose to link it. Now changes in the Excel file are reflected in Word.

    However, personally I would create the Form in Excel and cut out Word.

  • Hi Roy
    Thanks v.much for taking the time to reply. The main reason for using Word is the preference of people working in that part of the business, and our need to protect the template side of the form. I know in Excel you can unprotect the cells you want people to input information in to, but can you set up the form in excel to automatically toggle between the cells where data is required, as you can in a word form. I would like to ensure that the data input people are forced to visit every cell that we want an entry for. Hope this doesn't sound too fussy but we like to make things as idiot proof as possible!. Many thanks.

  • "Idiot proofing" is a major part of any project I find.

    In Excel, select your Whole sheet by clicking on the blank space in the top left corner of the the Format menu select Protection and make sure that Locked and Hidden are both checked. Now go back to your form and select all the data entry cells, for multiple selections press Ctrl whilst selecting. Repeat the Protection steps, but this time deselect Locked and Hidden.

    Now open the Tools menu and select Protection and Protect Sheet.

    When you have done this data can only be entered in the unprotected cells and the Tab button will move from relevant cell to the next entry cell .

  • Hi Roy. Thanks for the reply - I knew about the protecting bit but not about tab moving from cell to cell. It works fine now so they are going to get it in excel !!!
    Thanks again,

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