Entering formulas in the worksheet

Follow these instructions as part of designing a financial statement.

Note:

If you create a formula that references an amounts total, make sure it references a Total cell, not an Amounts cell. This makes the formula more robust, especially if the Amounts row is summarized and you later decide to change it to itemized.

To enter formulas in the worksheet

  1. Enter a formula. Ajera supports common spreadsheet formulas. For example:
For this formula type Do this

Amount totals of adjacent rows
  1. Click a row.
  2. Click the Total button to automatically create a formula that sums the values of all the amount cells between the current row and the preceding Total row or Column Setup row for each defined column. For example: =SUM(B8:$B$9)
  3. In the Format group of the toolbar, select Currency.
  4. Click the increase precision or decrease precision button in the Format group of the toolbar, as needed.

Amount totals of nonadjacent rows
  1. Double-click a cell.
  2. Press the equals (=) key.
  3. Enter a formula that sums the values of selected amount cells. Separate nonadjacent rows with a comma. For example: =SUM(B8, B11, B13).
  4. In the Format group of the toolbar, select Currency.
  5. Click the increase precision or decrease precision button in the Format group of the toolbar, as needed.

Percentages
  1. Double-click a cell.
  2. Press the equals (=) key.
  3. Enter a formula that divides the values of selected cells to determine a proportion in relation to a whole (usually 100). For example, =B5/$B$9.
  4. In the Format group of the toolbar, select Percent.
  5. Click the increase precision or decrease precision button in the Format group of the toolbar, as needed.

Ratios
  1. Double-click a cell.
  2. Press the equals (=) key.
  3. Enter a formula that divides the values of selected cells to determine how many times the first quantity is contained in the second quantity. For example, =D9/D25.
  4. In the Format group of the toolbar, select Number.
  5. Click the increase precision or decrease precision button in the Format group of the toolbar, as needed.
  1. Click the Workbook Properties subtab on the Design tab, and determine how numbers, currency, and percentages will display in the statement.
  2. Click the Preview tab to view the results.