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#1
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Document with multiple tables, form fields, bookmarks and calculat
I am trying to create a general "estimate" document for service advisors to
complete for their customers. Two of five tables (Tables 1 and 2) would simply contain text form fields to simplify data entry. Two more of the tables (Tables 3 and 4) would/could include multiple lines that would include calculations (sum and percentage of) and both might need to have additional rows added, if more options for service/repair work was required. One final table would be an overview that calculated a subtotal, miscellaneous (a % of calculation), a sales tax calculation and a grand total. The subtotal and Miscellaneous items would be taken from Tables 3 and 4. - The users are currently working with Word 2000. My development work is in Word 2003 at present. - Question 1. Is it possible to add additional rows to a table and have the form field definitions be retained in the added rows? Question 2. Can these calculations be done without resorting to a "button" and VBA to initiation the math? [I did find an Update option that did the calculations with individual tables, but could not get the information from one table to another to work.] Question 3. Can you tell me more about using Bookmarks and cell names in order to refer to one or more cells in other tables in order to make calculations - for example create a sum from a "totals" cell in Table 3 and a "totals" cell in Table 4. Thank you in advance for any ideas and assistance. |
#2
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calculat
The following macro run on exit from the formfield in the last cell of the
last row of a table will add another row to the table and insert formfields into each of the cells in that row: ' Macro created 02/02/03 by Doug Robbins ' To add a new row to a table containing formfields in every column ' automatically on exit from the last cell in the present last row of the table Dim rownum As Integer, i As Integer Dim Response Response = MsgBox("Do you want to add another row ?", vbYesNo) If Response = vbYes Then ' User chose Yes. ActiveDocument.Unprotect ActiveDocument.Tables(1).Rows.Add rownum = ActiveDocument.Tables(1).Rows.Count For i = 1 To ActiveDocument.Tables(1).Columns.Count ActiveDocument.FormFields.Add Range:=ActiveDocument.Tables(1).Cell(rownum, i).Range, Type:=wdFieldFormTextInput Next i ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, ActiveDocument.Tables(1).Columns.Count).Range.Form Fields(1).ExitMacro = "addrow" ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, 1).Range.FormFields(1).Select ActiveDocument.Protect Type:=wdAllowOnlyFormFields, NoReset:=True End If End Sub It would need modifying if you need calculation type formfields in some of the cells. While it is possible to create such a form using form fields, I would really recommend that it be done with a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm -- 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 "Carl Bentz" Carl wrote in message ... I am trying to create a general "estimate" document for service advisors to complete for their customers. Two of five tables (Tables 1 and 2) would simply contain text form fields to simplify data entry. Two more of the tables (Tables 3 and 4) would/could include multiple lines that would include calculations (sum and percentage of) and both might need to have additional rows added, if more options for service/repair work was required. One final table would be an overview that calculated a subtotal, miscellaneous (a % of calculation), a sales tax calculation and a grand total. The subtotal and Miscellaneous items would be taken from Tables 3 and 4. - The users are currently working with Word 2000. My development work is in Word 2003 at present. - Question 1. Is it possible to add additional rows to a table and have the form field definitions be retained in the added rows? Question 2. Can these calculations be done without resorting to a "button" and VBA to initiation the math? [I did find an Update option that did the calculations with individual tables, but could not get the information from one table to another to work.] Question 3. Can you tell me more about using Bookmarks and cell names in order to refer to one or more cells in other tables in order to make calculations - for example create a sum from a "totals" cell in Table 3 and a "totals" cell in Table 4. Thank you in advance for any ideas and assistance. |
#3
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calc
Doug, ( or whom ever) Thank you for yur comments. I've been mulling over
what you said and perhaps the UserForm might be more to the point, but at this point, I'm stuck with trying to do it work Word. And I'm really puzzled if the addition of lines with form fields would solve the problem either. I've tried to create as much of the Estimate.DOT as possible and will attempt to attach it here if i can figure out how. In the first table using calculations I used 'bm1' and 'bm2' as column totals using a =sum(above) to create a result in those BookMark fields. Similarly in the second table 'bm3', 'bm4', and 'bm5' are used with a similar calculation for Bookmark field results. The final table, then, references those book marks to do subtotals, some auxiliary calculations, salestax and a final overall total. Well, that was the plan anyway, but obviously the syntax is wrong and "the index too large" with no indication in Microsoft info sources as to what that means. Oh well, the idea of attaching the file was a good one, but i do not see how i could do it! The following four error messages are from the table doing the final calculations showing the error message and the formula causing them. 1 Sub-Total st1 !Index Too Large { =SUM(bm1,bm3,bm5) \# $#,##0.00 ) } Miscellaneous st2 !Syntax Error, ; { =SUM(bm2;bm4) \# $#,##0.00 )} also tried { =SUM(bm2,bm4) } and got the index too large message Sales Tax 0.07525% st3 !Syntax Error, [ { =SUM(0.07525*st1,0.07525*st2) \# $#,##0.00 } Total st4 !Index Too Large { =SUM(st1,st2,st3) \# $#,##0.00 } Updating values will still present a problem as well as additional lines as 2 items in each of the service type tables will probably be insufficient, but if i can get the calcuations working i'll be thrilled! Thanks. "Doug Robbins - Word MVP" wrote: The following macro run on exit from the formfield in the last cell of the last row of a table will add another row to the table and insert formfields into each of the cells in that row: ' Macro created 02/02/03 by Doug Robbins ' To add a new row to a table containing formfields in every column ' automatically on exit from the last cell in the present last row of the table Dim rownum As Integer, i As Integer Dim Response Response = MsgBox("Do you want to add another row ?", vbYesNo) If Response = vbYes Then ' User chose Yes. ActiveDocument.Unprotect ActiveDocument.Tables(1).Rows.Add rownum = ActiveDocument.Tables(1).Rows.Count For i = 1 To ActiveDocument.Tables(1).Columns.Count ActiveDocument.FormFields.Add Range:=ActiveDocument.Tables(1).Cell(rownum, i).Range, Type:=wdFieldFormTextInput Next i ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, ActiveDocument.Tables(1).Columns.Count).Range.Form Fields(1).ExitMacro = "addrow" ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, 1).Range.FormFields(1).Select ActiveDocument.Protect Type:=wdAllowOnlyFormFields, NoReset:=True End If End Sub It would need modifying if you need calculation type formfields in some of the cells. While it is possible to create such a form using form fields, I would really recommend that it be done with a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm -- 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 "Carl Bentz" Carl wrote in message ... I am trying to create a general "estimate" document for service advisors to complete for their customers. Two of five tables (Tables 1 and 2) would simply contain text form fields to simplify data entry. Two more of the tables (Tables 3 and 4) would/could include multiple lines that would include calculations (sum and percentage of) and both might need to have additional rows added, if more options for service/repair work was required. One final table would be an overview that calculated a subtotal, miscellaneous (a % of calculation), a sales tax calculation and a grand total. The subtotal and Miscellaneous items would be taken from Tables 3 and 4. - The users are currently working with Word 2000. My development work is in Word 2003 at present. - Question 1. Is it possible to add additional rows to a table and have the form field definitions be retained in the added rows? Question 2. Can these calculations be done without resorting to a "button" and VBA to initiation the math? [I did find an Update option that did the calculations with individual tables, but could not get the information from one table to another to work.] Question 3. Can you tell me more about using Bookmarks and cell names in order to refer to one or more cells in other tables in order to make calculations - for example create a sum from a "totals" cell in Table 3 and a "totals" cell in Table 4. Thank you in advance for any ideas and assistance. |
#4
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calc
If bm1 bm3 etc are bookmarks, you should have more success if you use
{ =SUM({REF bm1},{REF bm3},{REF bm5}) \# "$,0.00" ) } or {={REF bm1} + {Ref BM3} + {Ref BM5} \# "$,0.00"} For the sales Tax {={REF st2} * .07525 \ # "$,0.00"} assuming that is the sum that represents your tax ie to use the bookmarks in a calculation you need to use REF fields (which may not require the Word REF, but will require field boundaries. Formular fields like this are not used from the form fields manu but are inserted from the insert fields menu or manually using CTRL+F9 for the field pairs - see also http://www.gmayor.com/formatting_word_fields.htm Note that calculations from form fields will show an error until all the form fields that make up the calculation have numeric content. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Carl Bentz wrote: Doug, ( or whom ever) Thank you for yur comments. I've been mulling over what you said and perhaps the UserForm might be more to the point, but at this point, I'm stuck with trying to do it work Word. And I'm really puzzled if the addition of lines with form fields would solve the problem either. I've tried to create as much of the Estimate.DOT as possible and will attempt to attach it here if i can figure out how. In the first table using calculations I used 'bm1' and 'bm2' as column totals using a =sum(above) to create a result in those BookMark fields. Similarly in the second table 'bm3', 'bm4', and 'bm5' are used with a similar calculation for Bookmark field results. The final table, then, references those book marks to do subtotals, some auxiliary calculations, salestax and a final overall total. Well, that was the plan anyway, but obviously the syntax is wrong and "the index too large" with no indication in Microsoft info sources as to what that means. Oh well, the idea of attaching the file was a good one, but i do not see how i could do it! The following four error messages are from the table doing the final calculations showing the error message and the formula causing them. 1 Sub-Total st1 !Index Too Large { =SUM(bm1,bm3,bm5) \# $#,##0.00 ) } Miscellaneous st2 !Syntax Error, ; { =SUM(bm2;bm4) \# $#,##0.00 )} also tried { =SUM(bm2,bm4) } and got the index too large message Sales Tax 0.07525% st3 !Syntax Error, [ { =SUM(0.07525*st1,0.07525*st2) \# $#,##0.00 } Total st4 !Index Too Large { =SUM(st1,st2,st3) \# $#,##0.00 } Updating values will still present a problem as well as additional lines as 2 items in each of the service type tables will probably be insufficient, but if i can get the calcuations working i'll be thrilled! Thanks. "Doug Robbins - Word MVP" wrote: The following macro run on exit from the formfield in the last cell of the last row of a table will add another row to the table and insert formfields into each of the cells in that row: ' Macro created 02/02/03 by Doug Robbins ' To add a new row to a table containing formfields in every column ' automatically on exit from the last cell in the present last row of the table Dim rownum As Integer, i As Integer Dim Response Response = MsgBox("Do you want to add another row ?", vbYesNo) If Response = vbYes Then ' User chose Yes. ActiveDocument.Unprotect ActiveDocument.Tables(1).Rows.Add rownum = ActiveDocument.Tables(1).Rows.Count For i = 1 To ActiveDocument.Tables(1).Columns.Count ActiveDocument.FormFields.Add Range:=ActiveDocument.Tables(1).Cell(rownum, i).Range, Type:=wdFieldFormTextInput Next i ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, ActiveDocument.Tables(1).Columns.Count).Range.Form Fields(1).ExitMacro = "addrow" ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, 1).Range.FormFields(1).Select ActiveDocument.Protect Type:=wdAllowOnlyFormFields, NoReset:=True End If End Sub It would need modifying if you need calculation type formfields in some of the cells. While it is possible to create such a form using form fields, I would really recommend that it be done with a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm -- 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 "Carl Bentz" Carl wrote in message ... I am trying to create a general "estimate" document for service advisors to complete for their customers. Two of five tables (Tables 1 and 2) would simply contain text form fields to simplify data entry. Two more of the tables (Tables 3 and 4) would/could include multiple lines that would include calculations (sum and percentage of) and both might need to have additional rows added, if more options for service/repair work was required. One final table would be an overview that calculated a subtotal, miscellaneous (a % of calculation), a sales tax calculation and a grand total. The subtotal and Miscellaneous items would be taken from Tables 3 and 4. - The users are currently working with Word 2000. My development work is in Word 2003 at present. - Question 1. Is it possible to add additional rows to a table and have the form field definitions be retained in the added rows? Question 2. Can these calculations be done without resorting to a "button" and VBA to initiation the math? [I did find an Update option that did the calculations with individual tables, but could not get the information from one table to another to work.] Question 3. Can you tell me more about using Bookmarks and cell names in order to refer to one or more cells in other tables in order to make calculations - for example create a sum from a "totals" cell in Table 3 and a "totals" cell in Table 4. Thank you in advance for any ideas and assistance. |
#5
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calc
Despam my email address and send me a copy of the document.
-- 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 "Carl Bentz" wrote in message ... Doug, ( or whom ever) Thank you for yur comments. I've been mulling over what you said and perhaps the UserForm might be more to the point, but at this point, I'm stuck with trying to do it work Word. And I'm really puzzled if the addition of lines with form fields would solve the problem either. I've tried to create as much of the Estimate.DOT as possible and will attempt to attach it here if i can figure out how. In the first table using calculations I used 'bm1' and 'bm2' as column totals using a =sum(above) to create a result in those BookMark fields. Similarly in the second table 'bm3', 'bm4', and 'bm5' are used with a similar calculation for Bookmark field results. The final table, then, references those book marks to do subtotals, some auxiliary calculations, salestax and a final overall total. Well, that was the plan anyway, but obviously the syntax is wrong and "the index too large" with no indication in Microsoft info sources as to what that means. Oh well, the idea of attaching the file was a good one, but i do not see how i could do it! The following four error messages are from the table doing the final calculations showing the error message and the formula causing them. 1 Sub-Total st1 !Index Too Large { =SUM(bm1,bm3,bm5) \# $#,##0.00 ) } Miscellaneous st2 !Syntax Error, ; { =SUM(bm2;bm4) \# $#,##0.00 )} also tried { =SUM(bm2,bm4) } and got the index too large message Sales Tax 0.07525% st3 !Syntax Error, [ { =SUM(0.07525*st1,0.07525*st2) \# $#,##0.00 } Total st4 !Index Too Large { =SUM(st1,st2,st3) \# $#,##0.00 } Updating values will still present a problem as well as additional lines as 2 items in each of the service type tables will probably be insufficient, but if i can get the calcuations working i'll be thrilled! Thanks. "Doug Robbins - Word MVP" wrote: The following macro run on exit from the formfield in the last cell of the last row of a table will add another row to the table and insert formfields into each of the cells in that row: ' Macro created 02/02/03 by Doug Robbins ' To add a new row to a table containing formfields in every column ' automatically on exit from the last cell in the present last row of the table Dim rownum As Integer, i As Integer Dim Response Response = MsgBox("Do you want to add another row ?", vbYesNo) If Response = vbYes Then ' User chose Yes. ActiveDocument.Unprotect ActiveDocument.Tables(1).Rows.Add rownum = ActiveDocument.Tables(1).Rows.Count For i = 1 To ActiveDocument.Tables(1).Columns.Count ActiveDocument.FormFields.Add Range:=ActiveDocument.Tables(1).Cell(rownum, i).Range, Type:=wdFieldFormTextInput Next i ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, ActiveDocument.Tables(1).Columns.Count).Range.Form Fields(1).ExitMacro = "addrow" ActiveDocument.Tables(1).Cell(ActiveDocument.Table s(1).Rows.Count, 1).Range.FormFields(1).Select ActiveDocument.Protect Type:=wdAllowOnlyFormFields, NoReset:=True End If End Sub It would need modifying if you need calculation type formfields in some of the cells. While it is possible to create such a form using form fields, I would really recommend that it be done with a userform. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm -- 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 "Carl Bentz" Carl wrote in message ... I am trying to create a general "estimate" document for service advisors to complete for their customers. Two of five tables (Tables 1 and 2) would simply contain text form fields to simplify data entry. Two more of the tables (Tables 3 and 4) would/could include multiple lines that would include calculations (sum and percentage of) and both might need to have additional rows added, if more options for service/repair work was required. One final table would be an overview that calculated a subtotal, miscellaneous (a % of calculation), a sales tax calculation and a grand total. The subtotal and Miscellaneous items would be taken from Tables 3 and 4. - The users are currently working with Word 2000. My development work is in Word 2003 at present. - Question 1. Is it possible to add additional rows to a table and have the form field definitions be retained in the added rows? Question 2. Can these calculations be done without resorting to a "button" and VBA to initiation the math? [I did find an Update option that did the calculations with individual tables, but could not get the information from one table to another to work.] Question 3. Can you tell me more about using Bookmarks and cell names in order to refer to one or more cells in other tables in order to make calculations - for example create a sum from a "totals" cell in Table 3 and a "totals" cell in Table 4. Thank you in advance for any ideas and assistance. |
#6
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calc
- Graham Thank you so much for your suggestions. About 15 seconds after I
posted my questions last night I realized my biggest problem was that I didn't know exactly how to refer to the bookmarked values I had created. You cleared that up very nicely. I am still fighting a couple of Syntax Errors at this point, but I am sure that is something stupid on my part and if I stare at it a bit more, I will see it. Thanks again. Also Thanks to Doug Robbins for his assistance! "Graham Mayor" wrote: If bm1 bm3 etc are bookmarks, you should have more success if you use { =SUM({REF bm1},{REF bm3},{REF bm5}) \# "$,0.00" ) } or {={REF bm1} + {Ref BM3} + {Ref BM5} \# "$,0.00"} For the sales Tax {={REF st2} * .07525 \ # "$,0.00"} assuming that is the sum that represents your tax ie to use the bookmarks in a calculation you need to use REF fields (which may not require the Word REF, but will require field boundaries. Formular fields like this are not used from the form fields manu but are inserted from the insert fields menu or manually using CTRL+F9 for the field pairs - see also http://www.gmayor.com/formatting_word_fields.htm Note that calculations from form fields will show an error until all the form fields that make up the calculation have numeric content. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Carl Bentz wrote: Doug, ( or whom ever) Thank you for yur comments. I've been mulling over what you said and perhaps the UserForm might be more to the point, but at this point, I'm stuck with trying to do it work Word. And I'm really puzzled if the addition of lines with form fields would solve the problem either. I've tried to create as much of the Estimate.DOT as possible and will attempt to attach it here if i can figure out how. In the first table using calculations I used 'bm1' and 'bm2' as column totals using a =sum(above) to create a result in those BookMark fields. Similarly in the second table 'bm3', 'bm4', and 'bm5' are used with a similar calculation for Bookmark field results. The final table, then, references those book marks to do subtotals, some auxiliary calculations, salestax and a final overall total. Well, that was the plan anyway, but obviously the syntax is wrong and "the index too large" with no indication in Microsoft info sources as to what that means. Oh well, the idea of attaching the file was a good one, but i do not see how i could do it! The following four error messages are from the table doing the final calculations showing the error message and the formula causing them. 1 Sub-Total st1 !Index Too Large { =SUM(bm1,bm3,bm5) \# $#,##0.00 ) } Miscellaneous st2 !Syntax Error, ; { =SUM(bm2;bm4) \# $#,##0.00 )} also tried { =SUM(bm2,bm4) } and got the index too large message Sales Tax 0.07525% st3 !Syntax Error, [ { =SUM(0.07525*st1,0.07525*st2) \# $#,##0.00 } Total st4 !Index Too Large { =SUM(st1,st2,st3) \# $#,##0.00 } Updating values will still present a problem as well as additional lines as 2 items in each of the service type tables will probably be insufficient, but if i can get the calcuations working i'll be thrilled! Thanks. |
#7
Posted to microsoft.public.word.tables
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Document with multiple tables, form fields, bookmarks and calc
If you don't, grab the macro from http://www.gmayor.com/export_field.htm
then use it to post the exact structure you are using. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Carl Bentz wrote: - Graham Thank you so much for your suggestions. About 15 seconds after I posted my questions last night I realized my biggest problem was that I didn't know exactly how to refer to the bookmarked values I had created. You cleared that up very nicely. I am still fighting a couple of Syntax Errors at this point, but I am sure that is something stupid on my part and if I stare at it a bit more, I will see it. Thanks again. Also Thanks to Doug Robbins for his assistance! "Graham Mayor" wrote: If bm1 bm3 etc are bookmarks, you should have more success if you use { =SUM({REF bm1},{REF bm3},{REF bm5}) \# "$,0.00" ) } or {={REF bm1} + {Ref BM3} + {Ref BM5} \# "$,0.00"} For the sales Tax {={REF st2} * .07525 \ # "$,0.00"} assuming that is the sum that represents your tax ie to use the bookmarks in a calculation you need to use REF fields (which may not require the Word REF, but will require field boundaries. Formular fields like this are not used from the form fields manu but are inserted from the insert fields menu or manually using CTRL+F9 for the field pairs - see also http://www.gmayor.com/formatting_word_fields.htm Note that calculations from form fields will show an error until all the form fields that make up the calculation have numeric content. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Carl Bentz wrote: Doug, ( or whom ever) Thank you for yur comments. I've been mulling over what you said and perhaps the UserForm might be more to the point, but at this point, I'm stuck with trying to do it work Word. And I'm really puzzled if the addition of lines with form fields would solve the problem either. I've tried to create as much of the Estimate.DOT as possible and will attempt to attach it here if i can figure out how. In the first table using calculations I used 'bm1' and 'bm2' as column totals using a =sum(above) to create a result in those BookMark fields. Similarly in the second table 'bm3', 'bm4', and 'bm5' are used with a similar calculation for Bookmark field results. The final table, then, references those book marks to do subtotals, some auxiliary calculations, salestax and a final overall total. Well, that was the plan anyway, but obviously the syntax is wrong and "the index too large" with no indication in Microsoft info sources as to what that means. Oh well, the idea of attaching the file was a good one, but i do not see how i could do it! The following four error messages are from the table doing the final calculations showing the error message and the formula causing them. 1 Sub-Total st1 !Index Too Large { =SUM(bm1,bm3,bm5) \# $#,##0.00 ) } Miscellaneous st2 !Syntax Error, ; { =SUM(bm2;bm4) \# $#,##0.00 )} also tried { =SUM(bm2,bm4) } and got the index too large message Sales Tax 0.07525% st3 !Syntax Error, [ { =SUM(0.07525*st1,0.07525*st2) \# $#,##0.00 } Total st4 !Index Too Large { =SUM(st1,st2,st3) \# $#,##0.00 } Updating values will still present a problem as well as additional lines as 2 items in each of the service type tables will probably be insufficient, but if i can get the calcuations working i'll be thrilled! Thanks. |
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