ProTip: Creating Calculations and Totals

Using GoFormz to turn your paper forms into mobile forms comes with many perks. One of those perks is having the ability to generate equations that can calculate totals without having to spend time manually entering them.

This simple task can be setup in just a few steps and make your future calculations much more efficient. Below we illustrate the basic process by using an example that many of our customer’s encounter.

In this example we want to determine the subtotals for equipment rental and come up with an overall total. To do this, we want to set up the table to automatically calculate Hours x Rate to get a subtotal, and then sum up the subtotals to get the total.

1.     Totaling Calculations

      i.         First pull up the table you would like to add equations to and open the table’s column editor.

Picture1.png

     ii.         The first calculation needed in this example will be the cost for each piece of equipment or tool. To find this we must multiply the “Hours” it was used by the “Rate” that we charge. This calculation must be entered in column 4 where we want the product of the two values multiplied.

 

Calculations must be entered in the “Default Value” fields which can be found in the column editor. This is the skeleton of the equation needed:

=[Table Name]![Column#][Row#]*[Table Name]![Column#][Row#]

[Table Name]! specifies what table to reference. The ! cannot be missed. [Column#][Row#] reference the column and row.

* calls for multiplication.

In our example, the first calculation we will enter in column 4’s “Default Value 1” will be:

=[Table 1]![2][1]*[Table 1]![3][1]

This calculation multiplies the field value located in Table 1’s Column 2 Row 1 with the value in Table 1’s Column 3 Row 1. Below is how it will be viewed when a form is created.

   iii.         This equation can then be used to find the amounts needed for the rest of the values of other tools. Just be sure to change the column and row numbers to locate the correct fields.

Picture5.png

2.     Summing Calculation

Now that we have the dollar amount of each tool we want to find the total sum without having to add them together manually. The first step will be to drop in a new “Number” field from the “Add New Field” menu located in the Toolbox to the left of the template builder. Make sure to format the added field accordingly. Below you can see the new field under the last cell in the Amount Column.

The calculation that will be entered is very similar to the Excel Sum function. The skeleton looks like this:

=SUM([Table Name]![Column#][Row#]:[Column#][Row#])

=SUM() calls for the contents between the parenthesis to be added together.

[Table Name]! specifies what table to reference. The ! cannot be missed. [Column#][Row#] reference the column and row.

[Column#][Row#]:[Column#][Row#] specifies the field range to be totaled. The : cannot be missed.

In our example, the calculation we will enter in the “Default Value” of the new number field we just added will be:

=SUM([Table 1]![4][1]:[4][4])

This calculation adds together all of the values located in Table 1’s column 4. Beginning with the value in column 4 row 1 through the value in column 4 row 4. Below you can see the result from the calculation.

Having the ability to incorporate totaling functions into your mobile forms eliminates the burden of calculating them manually. This will save you time that could be better allocated to other facets of your business. This maybe a very simple example, but it can be easily scaled to meet any totaling needs you may have.

If you have any questions, comments, or concerns please reach out to us. We are always ready to assist you in any way.