Format Formula Column and have it display the column summary too

Platform discussions
, ,
1

Is there a way to format a formula column for currency and also have the formatted formula column to get summarized?
Use case: Formula Column to display SUM of 4 [Number] columns which are formatted as $ and also have the formula column to display column summary as total $

2

The way I get around this is by making a formula, that outputs numbers only.

Then at the bottom of the summary set the currency.

As a bonus, for mirror columns, input “number mirror column * 1” into the formula, and you’ll be able add currency and summarise too.

Here’s image showing this below.

image
image705Ă—752 41.2 KB

I hope that make sense.

Thanks,

Kofi

1 Like
3

Yes, it’s possible to format a formula column for currency and also have the summary displayed as a total in the currency format. Here’s a general approach you can follow:

  1. Create a Formula Column: Use the formula column to calculate the sum of the four number columns.
  2. Format as Currency: Ensure that the formula column is formatted to display the results as currency.
  3. Summarize the Column: Configure the column summary to display the total sum of the formula column values in currency format.

Here’s an example if you were using a platform like Excel or Google Sheets:

In Excel or Google Sheets:

  1. Formula Column Setup:

    • Assuming columns A, B, C, and D contain the number values.
    • In column E (your formula column), enter the formula: =A1 + B1 + C1 + D1 (Adjust the cell references as needed).

  2. Format as Currency:

    • Select column E.
    • Format the cells as currency. In Excel, you can do this by right-clicking, selecting Format Cells, and then choosing Currency.

  3. Summarize the Column:

    • At the bottom of column E, use the SUM function to get the total: =SUM(E:E).
    • Format this cell as currency as well.

In Other Platforms (e.g., Airtable or Monday.com):

  1. Create a Formula Column:

    • Use the formula feature to sum the four number columns: Column1 + Column2 + Column3 + Column4.

  2. Format as Currency:

    • Ensure that the formula column’s settings allow you to format it as currency.

  3. Summarize the Column:

    • Use the summary feature to display the total sum as currency at the bottom of the column.

By following these steps, you’ll have a formula column that not only displays the sum of the four number columns in currency format but also shows a summarized total in the desired currency format
MyCenturaHealths

4

Hello,
Yes, you can format a formula column for currency and have it display the summary as a total in $.

Here are the steps:

  1. Create Formula Column:
  • Create a new formula column to sum the 4 number columns.
  • Use a formula like this:

excel

=[Number1] + [Number2] + [Number3] + [Number4]
  1. Format as Currency:
  • Click on the formula column header.
  • Select Format Cells.
  • Choose Currency and select your desired format (e.g., $).
  1. Enable Summary:
  • Click on the formula column header.
  • Select Summarize this column.
  • Choose SUM to display the total.

This should display the summed values in your formula column as currency and provide a summary total in $.

Best regards,
Jack Henry

5

Thanks @Kofi !. Works perfectly for the summary below the column.

Any trick, if I have “Show summary on Parent Task” on the formula column?

6

Step 2 is not available in Monday.com, hence the question.

7

The 2 responses above appear to be completely AI, which probably why theyre not quite correct.

Summarising the “Parent Task” is the same as adding a mirror column. But instead the mirror columns mirrors as summary of the subitem values.

You get this option when you add a mirror column on the parent level, and instead of selecting a board, you select subitems instead. Then you will be able to get a summary of the subitems.

However, it’s important to note that if you want currency to show, you will probably need to add another formula column to the mirror. It’s a bit annoying really. So in scenarios like this I just use make.com to calculate summary value and output it into a clean number column.

You can then easily add currency or whatever is needed to this number column.

Images below:

  1. Add a new mirror column

    image
    image505Ă—225 9.59 KB

  2. Connect to Subitems board

    image
    image547Ă—217 10.3 KB

  3. Customize the mirror column, and select sum

    image
    image589Ă—231 16.3 KB

  4. Total summarised figure of subitems shown here

    image
    image703Ă—379 19.5 KB

  5. Add a formula column of the mirror to show the currency. Note, this will not be a true number coming out because of the currency symbol.

    image
    image569Ă—267 12 KB

I hope this helps.

Thanks,

Kofi

1 Like
8

@Kofi Thanks for the detailed options. Works good when summing up for a column.

I do have another formula column which is a SUM of 4 other columns, and that is the one which is difficult to get as the summary in the parent task with the currency identifier. May have to live with the limitations of Monday.com :frowning: