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Creating an equation in Word

Posted on 2011-09-13
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Last Modified: 2012-05-12
I am trying to create a price list in word with formulas similar to excel.  I basically have a price list designed in word and have inserted some columns with the discount structure in the header column, but I can't seem to figure out how to do the equations.

I need to have 3 columns of pricing based off their regular price.  If was doing it in excel the formulas would read

=column:row*0.98 for the first volume discount
=column:row*0.965 for the 2nd volume discount
=column:row*0.95 for the 3rd volume discount

can someone please assist me with this.  It is time sensitive and urgent.  Thank you.

WHSL-List.RevC3test.docx
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Question by:Peakpp
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teylyn earned 500 total points
ID: 36534191
Hello,

this will be a real PITA. Although you can easily create a formula to do a simple calculation, Word is not Excel, and you cannot copy that formula down and expect the references to adjust.

To address a cell in the Word table, treat each cell as if it were an Excel cell in an A1 convention. The table headers are in row 1. The Item # is in column A, so the Item # for the first product is in cell A3.

Click the cell in row 3 in the column labelled "Any Qty 2% Off" (that's column I).
Hit Alt-F9 to display field codes
Hit Ctrl-F9 to enter a field into that table cell
Between the curly brackets that you now see, click and enter

=G3*0.98

(That's assuming you want to reduce the WHSL price by 2%. Your question does not really specify what the source value is.)

Right-click the field and select "Update Field"
Hit Alt-F9 again to toggle back to normal view

See the result of the calculation in the cell.

Now, there is no easy way to drag this formula down and expect it to adjust the cell reference to G4, G5, etc.

Word is not Excel.

It would be much easier to create the table in Excel and then embed it in the Word file. That way, you can do the calculations in Excel and show the finished results in Word.

cheers, teylyn


PS: It is not really necessary to post a 5+ MB file to illustrate that issue. Also, you've left it up to our guess work as to what cells shall be included in the calculation.  You probably would have gotten faster help with a smaller file attachment and more explicit descriptions, like which column to calculate the discount for.
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by:teylyn
ID: 36534204
Also, note that the field codes will not instantly update when you change the source data in the table. You need to update the fields manually.

For an individual field, right-click and select Update Field.

For the whole document, hit Alt-A to select all content, then hit F9 to refresh all fields.
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Author Closing Comment

by:Peakpp
ID: 36534351
thanks for the help.
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