Microsoft Word Formulas

How to use Microsoft Word Formulas for advanced Calculations in Templates.

While PDF Report Generator allows you to output formula results and sum values directly from your monday.com board, you can also use Microsoft Word's formula fields to create additional calculations inside your template.

Please note: Word formulas work only within the Word environment - they are not calculated on the monday.com board. These formulas will show the correct results only in the PDF Report Generator preview and the final PDF document.

Microsoft offers a comprehensive, official list of all Word field codes — including the formula field and its functions: Microsoft Support: List of field codes in Word

This reference covers everything from basic fields like { = (Formula) } to advanced ones, along with their switches and formatting options.

How to add Custom Calculations in Word Tables

1. Open your .docx template or create a new one.

2. Click into the table cell where you want the calculation to appear.

3. Insert a Formula Field. Click on 'Insert' in the top menu and select 'Fields'. You can also press Ctrl + F9 (Microsoft) or [⌘ + F9] (Mac) to insert a field. You’ll see curly brackets like this: { }

4. Inside the brackets, add a Word formula like: { ={{FieldA}}/{{FieldB}} } Click on 'Table Layout' and select 'Formulas'.

   
5. Format the result. Use the 'Number format' field or add \# to your formula to define the output format (e.g., percent, currency, decimal places): { ={{FieldA}}/{{FieldB}} \# "0.00%" }

6. Update the field. Right-click the field and choose 'Update field' or press F9 .

7. Save your document and re-upload the .docx template in PDF Report Generator.

Example: This field should not display the sum, but show Total Admin / Total Billed Potential in percentage.

Helpful Tips for Using Mergefield Calculations

1. Do not type the curly brackets {} manually. → Use the way described above to insert field brackets.

2. If you don´t see your field codes when you open your .docx file, you need to toggle them. To toggle field codes, right-click the field and choose 'Toggle Field Codes'.

3. After editing fields, always update them by selecting the field and pressing F9.

Other ways to use Microsoft Word Mergefields

Get inspired by the list of field codes Microsoft provides. There are plenty more ways of using Mergefields within Microsoft Word templates. Example: Only display a field if it´s not empty. If {{CustomerNumber}} is not empty, the value is displayed. If it's empty, nothing is shown. { IF "{{CustomerNumber}}" <> "" "{{CustomerNumber}}" "" }