1. Administering Planning
  2. Accessing More Administrative Tasks
  3. Administering Forms
  4. Creating Forms
  5. Adding Formula Rows and Columns

Adding Formula Rows and Columns

You can define formulas for rows and columns. For example, you can create a formula column to calculate the percentage variance between monthly sales columns. The formula for a row or column applies to all row or column dimensions. To define or assign existing formulas to forms, select the row or column on the Layout tab, and use the options under Segment Properties.

See Creating Formulas.

Tip:

Consider adding a formula row between two other rows to create a blank row. Blank rows help you visually separate subtotals and totals in 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, and then enter the formula name.
  5. Click the row or column number of the Formula Label, and specify Segment Properties such as Display formula on form so users can view the formula when they click Formula icon.
  6. Under Segment Properties, for each dimension in Formula Data Type, select how to display the formula result, such as a Currency, Noncurrency, percentage, SmartList, Date, or in a Text format.
  7. Enter the formula, and then click Edit Formula.
  8. Click Validate to find and fix any errors.