Okay, I’m going to start with the assumption that most people will know how to create a simple table in Microsoft Word 10. I’m further going to assume that most people are like me, and put their headings in the first row – so we know what data to enter where. The assumption about the headings is important because it will have an impact later on.
So, I created the following table with dummy data :
Given how few items there are in this table you could easily do the sums in your head and just type them in. But why whip out the calculator when the table should be able to do the sums for you?
The first sum we need to do is to multiply the unit cost of Part #123 by the Unit Qty – i.e. 100 x 2. For this we will need the formula using PRODUCT. This is what we want to see :
And this is how we do it :
Click inside the Sub-Total cell of Part #123. Next, click the ‘Layout’ tab at the top of your screen, and select ‘Formula’.
A popup will appear :
Under Formula, Word automatically displays the formula it thinks you might want to use. ‘=SUM(LEFT)’ is not the one we want so either backspace over it, or highlight the whole thing and delete.
Hit the equals sign on your keyboard [‘=’]. Now click the arrow next to ‘Paste function’ to display the list of available functions. The one we want is PRODUCT.
Click ‘PRODUCT’ and Word will paste it into the ‘Formula’ box for you. It will also add two brackets – ( ) – and the cursor will be inside those brackets, ready for you to tell Word which numbers you want multiplied. Type the word left. Yes, the actual word for left. See below :
While you’re there, click the arrow next to ‘Number format’, scroll down the list and select the decimal format. Click OK and Word will multiply all the numbers to the left of the current cell until it reaches a blank cell, or, as in our case, it reaches some plain text. The number that results from that multiplication will be inserted into the Sub-Total field of the table.
Now, as we all know that 500 x 1 = 500, you could just type the next two numbers in the Sub-Total fields, but use Product instead for practice. When you’re done, your table should look like this :
Now we’re going to add up those three numbers, and have Word put the result in the Total column. But before we do that I need to explain about co-ordinates.
In spreadsheets, the column names and row numbers are always visible, like so :
In Word tables, however, we have to imagine those nice, neat co-ordinates. I didn’t imagine them properly and spent hours trying to work out why my formulas weren’t working. You see, I counted the first row of data as row 1. Wrong. That honour goes to the column headings I put in. Thus the co-ordinates I need to enter into the formula to add up the three Sub-Total amounts are e2:e4 [not e1:e3].
Onwards.
Click inside the empty cell in the Total column, go to Layout, Formula. Because Word can’t find any numbers to work with, the popup just shows the equals sign [‘=’]. As before, display the list of available functions, but this time, select SUM.
With the cursor inside the SUM brackets, type :
e2:e4 [e2 colon e4]
Remember to select the decimal number format, and the popup should look like this :
Click OK and our table should now look like this :
Just two more formulae to do!
No quote or invoice would be complete without our beloved GST. We could just move the decimal point one place to the left to get our 10% GST, but that would be too easy. 😉
In the empty cell next to GST, click inside the cell, open Layout, select Formula and delete the existing formula from the popup. This time we are doing it ALL manually.
The Total column corresponds to column F, so the total amount for parts corresponds to f5 [because the headings are on row 1].
This may sound obvious, but trust me, it’s very easy to forget, especially when you’re tired.
Now we need to write a formula to divide f5 by 10. The formula is :
=(f5/10)
Note : the ‘divide’ sign is found on the top of the numeric key pad of your keyboard. Don’t forget to select decimals as the number format. Click OK and you should see something like this :
Our last task is going to be the easiest of the lot. All we have to do is add the GST amount to the figure for total Parts.
Click inside the empty TOTAL cell, click on Layout [unless you’ve already done so], and select Formula. The popup shows the exact formula we need, already selected for us – i.e. =SUM(ABOVE). This formula will add up all the numbers that occur above the cell in which the formula is located. That means it will add Parts and GST only because we kept the rest of the column empty.
Before we click OK, select $ from the number format list in the popup :
Now click OK and see the results of our hard work!
And of course, the $ sign is in the wrong place. -sigh- To make this beast look as pretty as we can, we’re going to make the Total column fit the widest entry in it.
Move your cursor to the top of the Total column. When it changes to a down arrow, click to highlight the whole column :
With the Layout tab open, click Autofit, and select ‘Autofit contents’.
The Total column is now wide enough to show the $ sign properly, however the numbers still don’t line up nicely with the right hand side of the column.
With the Total column still highlighted, search the Layout tab until you find the ‘Align right’ icon :
Click, and ta dah!
Before I shuffle off for a well-deserved cup of coffee, I have to say that this has been a lot of work to achieve something Excel probably could have done faster. The point is though, with a spreadsheet you end up with a spreadsheet. With Word tables, you end up with something that can be incorporated into a complete, professional looking document. That said, I wouldn’t dream of using a table for masses of data – that is not what it is designed for. Tables are a quick [once you know what you’re doing] and dirty tool for smallish jobs.
Remember, use the right tool for the right job. 🙂
Okay, I’m done.
Cheers
Meeks
May 21st, 2019 at 8:52 pm
Wonderfull…..thank u…..
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May 21st, 2019 at 10:00 pm
Very welcome. Glad I could help. 🙂
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November 4th, 2018 at 5:24 pm
Thanks alott admin… useful stuff
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November 4th, 2018 at 10:09 pm
Welcome. 🙂
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August 24th, 2018 at 11:57 pm
When I enter the Product formula it multiplies the #1 in column A. How do I get it to only multiply the just the 2 cells to the left? I tried the cell coordinates but nothing was calculated. Help!
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August 25th, 2018 at 8:58 am
Hi Desiree. Without seeing exactly what you have in your table I can only guess at the problem but, here goes.
The Product will look for numbers until it hits some text. In my example, Product couldn’t multiply the number in ‘Part#’ [column A] because the ‘Part Name’ [text in column B] was in the way. So it multiplied the only two numbers left – i.e. Unit Cost and Unit quantity.
As for using the co-ordinates, the only thing I can offer is my own experience – I kept getting them wrong until I literally wrote out the Excel-like column and row headings.
I hope this helps. Please let me know how it goes and we’ll take it from there.
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July 19th, 2018 at 10:33 am
wow! And we have to wait in line for ages to learn these things in formal MS office classes. Thank you very much. c”,)
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July 19th, 2018 at 7:14 pm
Very welcome. 😀
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June 22nd, 2017 at 3:38 pm
Thank you for the great detail and graphics.
It helped with my Microsoft Office / Word class!
Many Thanks,
Ron
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June 22nd, 2017 at 7:28 pm
Hi Ron! You’re very welcome. I’m glad it came in handy for someone else as well. 🙂
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January 31st, 2017 at 3:36 pm
Interesting. Bookmarked the page. Thanks admin!
– Axit Mehta
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January 31st, 2017 at 7:39 pm
Welcome. 🙂
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May 9th, 2016 at 12:24 am
I teach a much-simpler version of this to my third graders. Good detail.
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May 9th, 2016 at 12:29 pm
-grin- by the time your 3rd graders are adults, I’ll be out of a job! I specialise in teaching mostly Baby Boomers who have managed to avoid computers for most of their lives. 🙂
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April 12th, 2016 at 4:10 am
You just made my “quote” task such a breeze ! My template is now accomplished… I think F9 will update the calculations when new amounts are plugged in… Thank you so much; I enjoyed following this tutorial that addressed every detail I needed !!
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April 12th, 2016 at 2:07 pm
Thank you! It’s great to get such nice feedback, especially if it helps someone do a job easier. So glad I could help. 🙂
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October 11th, 2013 at 12:04 pm
LOL I trained on Excel, so learning to sum columns in Word seems so much harder than it has to be! You can make the data in a spreadsheet look really quite pretty by creating a chart and then stick it into a document, but it would take as much explanation as your excellent one of doing it in Word above!
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October 11th, 2013 at 1:45 pm
lol – I hear what you’re saying DV. I trained in Excel as well, and it’s a very powerful tool, but making it look pretty, or then importing stuff into Word so it can have all the word processing bells and whistles is… tedious.
This particular exercise was aimed at job seekers needing to learn basic technology for the digital age. I used the example of a quote because many small businesses need to provide written quotes, but not often enough to justify buying a dedicated 3rd party software application. Plus, I kinda like tables. Once you know how to do them you can whip up to-do-lists, and all sorts of small things very quickly.
Way back when my daughter was young, I used to make a weekly ‘list’ of chores that went on the fridge. She was paid for each completed chore and tables provided a nice way of seeing her progress at a glance. 🙂
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October 9th, 2013 at 3:18 pm
Wow, I would have used Excel to do this, and never considered that a table could. I’m so very happy you’ve done all the hardwork, all for a good cause, your assignment and our edification. You get a gold star 🙂
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October 9th, 2013 at 11:20 pm
lol – Thank you! I’ve pinned it to my t-shirt. 🙂 Word tables vs Excel spreadsheets is kinda horses for courses. Spreadsheets are powerful but they’re not that pretty, whereas you can bung a nice little table right smack in the middle of a letter [say like a quote] and you’re done. Plus they’re great for lists… okay, I’ll stop now. 😀
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October 8th, 2013 at 8:35 am
I think I will stick to my spreadsheet in Microsoft works. Less to learn.
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October 8th, 2013 at 10:30 am
lmao – that’s ok, I think it’s a sensible decision!
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October 8th, 2013 at 5:33 am
I can’t even start this stuff. So glad you’re on the case.
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October 8th, 2013 at 10:07 am
lol – the tech style writing seems to have taken over for a while but the real meeka will return! [after I finish these assignments…]
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October 7th, 2013 at 9:55 pm
Goodness me! That looks terrifying! 🙂
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October 7th, 2013 at 10:09 pm
It probably looks worse than it is because I wanted to detail every single step along the way, but I wouldn’t call it intuitive, no.
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October 7th, 2013 at 8:16 pm
My brain hurts. xxxx
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October 7th, 2013 at 10:07 pm
lmao – believe me, so does mine after today!
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October 7th, 2013 at 6:47 pm
Terrific advice! I have bookmarked this page and shall be using it very soon. Thank you.
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October 7th, 2013 at 10:07 pm
Wow – I’m so glad! thanks Carol. 🙂
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