Formula for Invoice

[Karen]

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[Doug Robbins - Word MVP]

This can be done with the use of formfields in Word

See http://www.mousetrax.com/techpage.html#autoforms


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 

[macropod]

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers

 

[Karen]

Thank you for your help

This can be done with the use of formfields in Word

See http://www.mousetrax.com/techpage.html#autoforms


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 

[Karen]

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[macropod]

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own row.

Note: if you want to have a subtotal row without the service charge, plus the service charge row below that, the formula for the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[Karen]

Thank you for all your help - Word must not work like Excel, in terms of
calculating formulas and updating data. I entered the formulas you suggested
and then I changed some variable data and the numbers did not update
automatically. How do you get the data to update based on the new entry of
numbers?

Thank you, Karen

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own row.

Note: if you want to have a subtotal row without the service charge, plus the service charge row below that, the formula for the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[Doug Robbins - Word MVP]

If you are entering the numbers into formfields, check the Calculate on exit
checkbox in the properties dialog for each of the formfields into which you
are entering the numbers.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

Thank you for all your help - Word must not work like Excel, in terms of
calculating formulas and updating data. I entered the formulas you
suggested
and then I changed some variable data and the numbers did not update
automatically. How do you get the data to update based on the new entry
of
numbers?

Thank you, Karen

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own
row.

Note: if you want to have a subtotal row without the service charge, plus
the service charge row below that, the formula for the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge
table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the
sub
total?

Thank you, Karen

:

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide
range of calculations in Word, check out my Word Field Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few
formulas to
it. I realize that Word is not as formula friendly as Excel. Just
wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of
the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[macropod]

Hi Karen,

Word doesn't calculate automatically unless you're using formfields in a document protected for forms, with the 'calculate on exit'
property set - and then only for the calculations referring to the formfields concerned.

In a 'normal' document, you can force the fields to update by selecting them and pressing F9.

If you've got the 'update fields' option set under Tools|Options|Print, that will force the fields to update at print time also.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for all your help - Word must not work like Excel, in terms of
calculating formulas and updating data. I entered the formulas you suggested
and then I changed some variable data and the numbers did not update
automatically. How do you get the data to update based on the new entry of
numbers?

Thank you, Karen

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own row.

Note: if you want to have a subtotal row without the service charge, plus the service charge row below that, the formula for the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

:

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field
Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[Karen]

Thank you again for your help - This is much more complicated than I thought
it would be. Is it easier to just create the table I need (including the
formulas) in Excel and then link the table from Excel to Word? This is
possible - right?
Again - I'm using Office 2003

Thank , Karen

Hi Karen,

Word doesn't calculate automatically unless you're using formfields in a document protected for forms, with the 'calculate on exit'
property set - and then only for the calculations referring to the formfields concerned.

In a 'normal' document, you can force the fields to update by selecting them and pressing F9.

If you've got the 'update fields' option set under Tools|Options|Print, that will force the fields to update at print time also.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for all your help - Word must not work like Excel, in terms of
calculating formulas and updating data. I entered the formulas you suggested
and then I changed some variable data and the numbers did not update
automatically. How do you get the data to update based on the new entry of
numbers?

Thank you, Karen

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own row.

Note: if you want to have a subtotal row without the service charge, plus the service charge row below that, the formula for the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

:

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field
Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen

 

[macropod]

Hi Karen,

You could simply embed an Excel worksheet in your document, without the need to link to one. That way, double-clicking on the
workbook will open it so that you can update your quantities/prices and everything will update automatically without ever having to
exit your document. The only thing that might complicate things is if you then want to refer to any of the values in the Excel
worksheet anywhere else in your document.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you again for your help - This is much more complicated than I thought
it would be. Is it easier to just create the table I need (including the
formulas) in Excel and then link the table from Excel to Word? This is
possible - right?
Again - I'm using Office 2003

Thank , Karen

Hi Karen,

Word doesn't calculate automatically unless you're using formfields in a document protected for forms, with the 'calculate on
exit'
property set - and then only for the calculations referring to the formfields concerned.

In a 'normal' document, you can force the fields to update by selecting them and pressing F9.

If you've got the 'update fields' option set under Tools|Options|Print, that will force the fields to update at print time also.

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for all your help - Word must not work like Excel, in terms of
calculating formulas and updating data. I entered the formulas you suggested
and then I changed some variable data and the numbers did not update
automatically. How do you get the data to update based on the new entry of
numbers?

Thank you, Karen

:

Hi Karen,

Your summing formula can be reduced to:
{=SUM(ABOVE)}
To get this to calculate the 15% service charge, make the formula:
{=SUM(ABOVE)*0.15}
or
{=SUM(ABOVE)*1.15}
depending on whether you want the service charge to appear on its own row.

Note: if you want to have a subtotal row without the service charge, plus the service charge row below that, the formula for
the
service charge row would be:
{=SUM(ABOVE)/2*0.15}
and you'd then have a grand total row coded as:
{=SUM(ABOVE)}

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Thank you for your help
I figured out how to add the Sub Total: $2,344.92 - I used:
{=SUM(ABOVE)\*MERGEFORMAT}

Since the price is a variable, what do I add to the 15% service charge table
cell to calculate 15% of the price?

The deposit is also a variable - How do I subtract the deposit form the sub
total?

Thank you, Karen

:

Hi Karen,

In addition to Doug's advice, if you'd like to see how to do a wide range of calculations in Word, check out my Word Field
Maths
'tutorial', at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=365442

Cheers
--
macropod
[MVP - Microsoft Word]
-------------------------

Using Word 2003
I created an invoice for my business and I wanted to add a few formulas to
it. I realize that Word is not as formula friendly as Excel. Just wondering
if it's capable of calculating what I need.

This is what I have in 2 columns:
Price: $1,875.00
15% Service Charge: $281.25 (I need a formula to calculate 15% of the price)
State Tax: $188.67 (Price + 15% Service Charge * .0875)
Sub Total: $2,344.92 (Sum all above)
Deposit: $500.00
Balance Due: $1,844.92 (Sub Total - Deposit)

ANY help would be greatly appreciated, Karen