This section includes 3 how-to topics, all available without membership, so you can jump from the index to the task you need.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Create a formula field and use SUM | Free |
| 2 | 2. Review and enter SUM arguments | Free |
| 3 | 3. Use a SUM example in a data table | Free |
How-to Guide
1. Create a formula field and use SUM
Entry point: Add Field → Formula
- Click Add Field on the toolbar.
- Select the Formula field type.
- Enter a formula that includes
SUMin the formula editor. - Fill in the required arguments.
- Click Confirm to save and review the calculated result.
Success Criteria
- Interface result: A new formula field is created and shows a result.
- What you can do next: You can continue editing the formula or adjust the referenced range.
Tips While Using
- Common mistake: Incomplete argument formatting can cause an error.
- Environment note: You need edit permission for the current multi-dimensional table.
2. Review and enter SUM arguments
Entry point: Formula Editor → Function Library → SUM
- Open the formula editor.
- Select
SUMin the function library. - Review the function syntax.
- Enter arguments in the required format, such as a single range or multiple values.
- Confirm that parentheses, separators, and references are correct.
A basic format example:
SUM(
[argument1],
[argument2],
...
)Success Criteria
- Interface result: The formula editor recognizes the SUM syntax correctly.
- What you can do next: You can save the formula and return to the data table to review the result.
Tips While Using
- Common mistake: If non-numeric content is used as the target of the total, the result may not match expectations.
3. Use a SUM example in a data table
Entry point: Formula field editing area
- Enter an example formula in the target formula field, such as
SUM(target range). - Save the formula settings.
- Return to the record list and review the result.
- Change the source data and observe the updated result.
Success Criteria
- Interface result: The formula field displays the total.
- What you can do next: When source data changes, the result updates accordingly.
Tips While Using
- Common mistake: An incorrect reference range can produce an unexpected result.
- Environment note: If the source field type is not suitable for numeric calculation, adjust the source content first.