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Using formulas in quote templates

Consult the two examples in this topic to learn about how you can use the SUM formula to distribute smart marker values horizontally and vertically.

Use formulas for horizontal distribution of values

In this example, we want to sum up the number of words from Perfect Matches, Context Matches and 100% Matches from the current column and display the results horizontally under a row called Matches Total. For this, we need to do the following:
  1. Enter the smart markers for Perfect Match, Context Match, and100% Match, one under another.
  2. Enter a name for your sum (Perfect Match+ Context Match+ 100% Match). We chose Matches Total.
  3. To have the system calculate the Matches Total value, enter the following formula: &=&=SUM({c}3+{c}4+{c}5)~(horizontal), where:
    • &=&= represents the way you declare a formula over a set of smart markers
    • SUM represents the Excel formula of choice
    • {c} represents the current column from where you extract the values that are summed up
    • 3,4,5 represent the rows from where you extract the values that are summed up
    • ~(horizontal) represents the way in which the information is displayed
formula horizontal

Use formulas for vertical distribution of values

In this example, we want to sum up the number of words from Perfect Matches, Context Matches and100% Matches from columns C, D, E, and display the results vertically under a column called Matches Total. For this, we need to do the following:
  1. Enter the smart markers for Perfect Match, Context Match, and100% Match.
  2. Enter a name for your sum (Perfect Match+ Context Match+ 100% Match). We chose Matches Total.
  3. To have the system calculate the Matches Total value, enter the following formula: &=&=SUM(C{r}+D{r}+E{r}), where:
    • &=&= represents the way you declare a formula over a set of smart markers
    • SUM represents the Excel formula of choice
    • {r} represents the current row from where you extract the values that are summed up
    • C,D,E represent the columns from where you extract the values that are summed up
formula vertical