You will sometimes need to insert the total value of a numbers column somewhere in your document. For example, you might want to generate invoices where you need to show the total amounts separately below the table:
In this case, the highlighted values are the sums of the columns Item Total, Tax, and Extended Total:
There are two scenarios associated with column sums:
1. Main item column sums
To insert the sum of the values of a main column (not subitems) into the document, use this placeholder:
<<column_sum:COLUMN LABEL>>
… and replace “COLUMN LABEL” with the name of the column. For example:
- <<column_sum:Item Total>> will show the total of the “Item Total” column, $9,600 (see above example)
- <<column_sum:Tax>> will show the total of the “Tax” column, $1,152
- <<column_sum:Extended Total>> will show the total of the “Extended Total” column, $10,752
Important considerations
<<column_sum:xxx>> placeholder work only with main items; it does not work with subitems.
2. Subitem column sums
To insert the sum of the values of a subitems column into the document, you need to create a summary column on the parent item:
1. Click on the three dots next to the subitem column name
2. Click on 'Show Summary on Parent Item'. This will create a new column on the board showing the sum of the subitem column that you selected.
3. Insert a <<column_firstrow:xxx>> placeholder anywhere in your template (where you should replace 'xxx' with the new column title.)
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