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Automatically Update Table Calculations

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    Automatically Update Table Calculations

    Hello,
    I am pretty new to Word and working on an invoice template. I am trying to insert a table that will update calculations automatically. I have tried to embed an Excel table but every time I click in and out of the table, it resizes the table and I have to reformat to get it back to the original look.

    I added the table and calculations in the Word table, but the table does not update automatically. I can guarantee this will become a problem later on. I have enabled the Auto Update when printing but need something more.

    I would like to add a macro (or something similar) that will update the table each time I exit a field so I don’t have to remember to update table/field every time.

    Any feedback helps. Thank you.

  2. #2
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    Re: Automatically Update Table Calculations

    If you have checked the data entry formfield's 'calculate on exit' property and you're using a formula field for the calculations, they'll occur automatically. No macros required. To see how to do a wide range of field calculations in Word, check out my Microsoft Word Field Maths Tutorial, at:
    http://windowssecrets.com/forums/sho...Maths-Tutorial
    or
    http://www.gmayor.com/downloads.htm#Third_party
    Cheers,
    Paul Edstein
    [Fmr MS MVP - Word]

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    Re: Automatically Update Table Calculations

    Thank you for the response. The links are a fantastic resource. However, I think I am in need of a bit more. I am trying to update fields (cells) in a table each time I make a change. The "calculate on exit" seems to only apply when I exit the document rather than exiting a field or the table. I can only update if I go into a calculated field and hit F9.

    Currently I have a simple table with calculated forms in the last column. It calculates total by multiplying units by total units.

    I am hoping for a macro that will update each time I make a change in this table. Not sure if a macro that recognizes each time I tab or click out of a cell within the table could trigger an auto update ornot. My VBA skills are very poor. I was able to record a crude macro that would update the table when I hit a button, but I don't trust it, plus its another step I am trying to avoid. Attached is the form I am working on to give an idea. As always, any feedback helps. Thank you.
    Attached Files Attached Files

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    Forum Expert macropod's Avatar
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    Re: Automatically Update Table Calculations

    A couple of comments about your document:
    1. You are using amix of content controls and formfields. These are not designed to work together and can produce strange conflicts. Use one or the other. If you use formfields, no macros will be required; with content controls, though, a macro will be required to automate the updates.
    2. You are using formfields for the calculations (which the tutorial advises against) and not for the data entry. When using formfields, you should use formfields for the data entry, with the 'calculate on exit' property set, and formula fields for the calculations.

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    Re: Automatically Update Table Calculations

    Thank you for the response.
    I have modified/deleted everything in my document to only the table I need to calculate, but I must still be doing something wrong. I am using Word 2013. I am trying to get the table to update automatically without macros.
    When I insert a form field (Developer--> Legacy Tools--> Text Form Field) under Qty and $ Price, it enters the field and I can click to "calculate on exit", but when I go to insert numbers, my input overrides the form field. I also changed my calculation field by going through Table Tools-->Layout-->Formula but through this, there is no "calculate on exit" field nor does it update automatically. I still have to hit F9 in the field that is calculating. Any thoughts?
    Again, thank you.

  6. #6
    Forum Expert macropod's Avatar
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    Re: Automatically Update Table Calculations

    Have you applied the forms protection (Developer>Restrict Editing>Editing Restrictions>Filling in forms)? Without it, typing where the formfield is located deletes the formfield instead of adding content to it.

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