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Lists - Create a calculated column Tutorial

Unlock the power of Microsoft Lists in this insightful video titled "create a calculated column." Discover how to streamline your financial tracking by adding a calculated column that sums travel and activity budgets into a single projected budget. Ideal for intermediate users, dive into step-by-step instructions and learn efficient collaboration tips. Don't miss out on enhancing your list management skills!

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Available in Microsoft365

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One effective way to reduce mistakes is to add a calculated column

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that automatically sums values already stored in the list.

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In this scenario,

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the list includes two financial columns travel budget and activity budget.

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The goal is to create a new column named projected budget,

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so each trip has a single complete budget figure.

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Begin by selecting add a column,

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then choose see all column types.

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In the dialogue that opens,

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name the new column.

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And set it type to calculated value.

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In the formula field,

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add the values from travel budget

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and activity budget.

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Specify that the result is a currency.

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Choose the number of decimal places and pick the appropriate currency format.

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Once these options are set,

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click OK.

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The column appears at the end of the list,

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already populated for every row,

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and you can move it if desired.

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A calculated column only operates on values in the same row

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and cannot be combined with conditional formatting.

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Keep this limitation in mind to avoid unexpected results.

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For more advanced calculations,

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Microsoft List offers an extensive range of functions.

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To explore them,

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search for Microsoft List Formula examples

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with your preferred search engine

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and open the link for Microsoft support.

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RELATED COURSES This tutorial is part of the following courses

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