Adding Formula Rows and Columns

Formula rows contain formulas that apply to form rows. Formula columns contain formulas that apply to form columns. For example, you can create a formula column (column D) that computes the percentage variance between the January sales (column A) and February sales (column B). The formula defined for a formula row or column applies to all row or column dimensions. To define or assign existing formulas to forms, select the appropriate row or column on the Layout tab and then display formula building options under Segment Properties.

Tip:

Consider adding a formula row between two other rows to create a blank row. Blank rows are useful, for example, for visually separating subtotals and totals within a form.

To add formula rows and columns:

1. Open the form, and then click Layout.
2. On the Layout tab, right-click Rows or Columns.
3. Select Add Formula Row or Add Formula Column.
4. Click the new Formula Label that is displayed in the row or column, and then enter the formula name.
5. Click the row or column number and specify any of the following displayed in the Segment Properties pane to the right:

   • Hide hides the row or column

   • Show separator displays the row or column separator

   • Display formula on form displays the formula on the form when you click that option in the row or column header

6. For each dimension in Formula Data Type in the right pane, select a data type for the formula result:

   • Currency

   • Non-Currency

   • Percentage

   • SmartList

     If you select SmartList, select a Smart List from the drop-down list next to the data type.

   • Date

   • Text

7. Define the formula to use for the row or column by entering the formula name in the Formula field, and then clicking Edit.
8. Click Validate to ensure that the formula does not contain any errors.
9. Click OK to save the formula and to close the Formula window.