Calculating Totals

There may be times when you want to calculate a subtotal or a total from values in your data and display the result in your finished document.

In some cases, a value for the total may be provided in your data and can be used in your template like any other field. In other cases, a total will need to be calculated within your template.

 

These examples make use of tables built with repeating rows denoted with <<rr_. For more information on repeating rows see Tables – Part One.

Each of these examples begins by creating a new variable to store the Total value and setting its initial value to 0 like so: <<$Total=0>>. Note that this variable does not appear in the data file but is created and used within the template itself.

 

Example 1

This first example shows a simple two column table. We want to sum up the values in the second column and display this total at the end of the table.

A new variable $Total is added before the table and set to 0, <<$Total=0>>. We add each value of numberSteps to this total with the line: <<$Total={$Total+numberSteps}>>. Since this line is removed from the output, it can be put anywhere between <<rr_ and <<er_ and still work. Finally, we can display the total by referencing the $Total variable we created.

 

Example 2

This example shows what an invoice template might look like. We want to sum up the amounts and create both a sub total and a grand total.

A new variable $TotalCost is added before the table and set to 0, <<$TotalCost=0>>. We first determine the amount for the product by multiplying the quantity by the unitCost and storing the result in the new variable $Amount, <<$Amount={unitCost*quantity}>>. We can then add this amount to our total, <<$TotalCost={$TotalCost+ $Amount}>>. At the end of the table we can display the sub total by referencing the $TotalCost variable, <<{numFormat($TotalCost, ‘$#,###.00’)}>>. The numFormat() method is used here to format the $TotalCost to currency format. Finally, we can determine the grand total by adding the $TotalCost variable to the $GST and postage variables.

 

Example 3

In this example we show how to create a Running Total.

A new variable $RunningTotal is added before the table and set to 0, <<$RunningTotal=0>>. We add each value of amount to the running total, <<$RunningTotal= {$RunningTotal+amount}>> and then display its current value in each row, <<{numFormat($RunningTotal, ‘$#,###.00’)}>>.

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