Editor’s note: This is part of our blog series on getting to know AutoTag better. Here’s another useful feature you may have overlooked.
AutoTag makes calculating sums in Microsoft® Word, using data from your data source, quick and easy with the Equation Editor’s SUM Function.
Let’s say you have a report with a table showing your monthly sales totals by salesperson. This is great, but you would like to add a row at the bottom showing the grand totals. No problem!
Let’s walk through process together. Feel free to download the sample and follow along.
Using the Sum Function
First, insert an OUT tag for the first data point you wish to SUM. In this example we will start with Calls.
With our newly inserted OUT tag selected, click the Equation Editor button.
The Insert Function window will appear and provide an alphabetical list of available functions. You can scroll down until you find SUM, or you can also use the Select a Category pull down menu to select the Math & Trig category and then select SUM.
Click OK and the Function Arguments window will appear. This is where we will select the data we want to calculate a SUM for. Let’s create a SUM for the first column, which happens to be the number of calls made.
Click the Wizard icon next to the Number1 field to launch the SQL Wizard.
Simply drag and drop the data you wish to SUM into the columns sections of the SQL Wizard and click OK!
This will take us back to the Function Arguments window, where we will see the results of our selection.
Click OK to save the equation you just created.
Follow those same steps for Leads Generated and Sales Amount and you are all set!
Don’t forget to format your OUT tags as numbers, currency etc. You may even want to throw in some conditional formatting. As I am sure you can see from this one small use case, the SUM function is a powerful tool with many uses.
What creative ways can you think of to use the SUM function in your templates? Let us know in the comments below.
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Author: Valerie Schilling
Valerie is passionate about people. Her strengths, with many years in the tech industry, are deeply rooted in relating and communicating. Valerie has an unparalleled tenacity to ensure the people she works with get what they need. Even if your problem is not solved immediately, your day will be brightened by her intelligent and cheerful demeanor.
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