Please Note: This article is written for users of the following Microsoft Word versions: 2007, 2010, 2013, 2016, 2019, and Word in Office 365. If you are using an earlier version (Word 2003 or earlier), this tip may not work for you. For a version of this tip written specifically for earlier versions of Word, click here: Adding a Dynamic Total in Your Document.
by Allen Wyatt
(last updated April 14, 2018)
You can use Word to easily create a document that dynamically reflects changing values. For instance, you may have a document in which you have several figures mentioned. This might be a collections statement you are sending to a customer. Later you need to total these figures so you can show a total amount due. You can use bookmarks and a field to calculate the total due automatically. This is done in the following manner:
Now, any time you change the amounts that you bookmarked, the field you inserted in step 6 will automatically be updated to the correct total. (You may need to print the document to update the fields, or you may need to select the field and press F9.)
You should note that this technique will not work properly if the amounts are formatted. For instance, if the amounts you want to sum include dollar signs and commas, then these will interfere with getting a valid sum with your formula.
WordTips is your source for cost-effective Microsoft Word training. (Microsoft Word is the most popular word processing software in the world.) This tip (11406) applies to Microsoft Word 2007, 2010, 2013, 2016, 2019, and Word in Office 365. You can find a version of this tip for the older menu interface of Word here: Adding a Dynamic Total in Your Document.
Create Custom Apps with VBA! Discover how to extend the capabilities of Office 2013 (Word, Excel, PowerPoint, Outlook, and Access) with VBA programming, using it for writing macros, automating Office applications, and creating custom applications. Check out Mastering VBA for Office 2013 today!
You can create a special header and footer page numbering scheme by using nested fields. This tip shows an example of how ...Discover More
Automatically putting today's date at the top of a report is easy. Putting a different date, automatically, can be more ...Discover More
Need to count the number of times a particular field appears in a document? It's easy to do when you apply the techniques ...Discover More
FREE SERVICE: Get tips like this every week in WordTips, a free productivity newsletter. Enter your address and click "Subscribe."
Got a version of Word that uses the ribbon interface (Word 2007 or later)? This site is for you! If you use an earlier version of Word, visit our WordTips site focusing on the menu interface.