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How to insert formulas in a document
How to insert formulas in a document

Here is the procedure for inserting formulas in a document

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Insert formula into a document

It is possible to insert your own calculations in a document so that it is generated automatically in the document. Here are the steps to configure your automatic calculations.

1. When you add a number or data field, you can click on the pencil next to “Formulas”.

❗Note that you can transform the data format.

By default, they will have the format “Number”, but you can change them to:

  • Slider”;

  • Drop-down menu”;

  • “Checkbox”.

2. You can then configure a specific condition for your calculation, such as:

  • Calculation for a specific sex;

  • Based on the age;

  • Without any particular condition.

3. You can create your calculation in the same way as in Excel, using the following symbols: * / + -

4. You can insert other fields contained in your document in this calculation. To do this:

  • Enter the symbol “!” Followed by the name of your field.

  • The software will automatically offer you the corresponding options.

  • Once selected, the software will change what you entered to a unique key.

Most common formulas

  • Add checkboxes: COUNT([checkbox1],[Checkbox2],etc.)

  • Average: AVERAGE([element1],[element2],etc.)

  • Round off: ROUND([element1]....)

  • Enter only the largest number: MAX([element1],[element2],etc.)

  • Enter only the smallest number: MIN([element1],[element2],etc.)

  • zeroIfEmpty: Allows calculation, even if a box is not filled

  • Add: [element1]+[element2]

  • Multiplication: [element1]*[element2]

  • Subtraction: [element1]-[element2]

  • Division: [element1]/[element2]

  • Insert client's age automatically: [A]


If you want to total the checkboxes completed, add them up

  • Checkbox checked = 1

  • Checkbox not checked = 0).

  • Example:

    • COUNT([checkbox1],[checkbox2],etc.)


You can calculate the value of slider. (add, subtract, multiply or divide).

  • Example of addition:

    • [scale1]+[scale2]+...

  • Example of subtraction:

    • [scale1]-[scale2]-...

Drop down menu

You can calculate the value from drop-down menus. (add, subtract, multiply or divide).

  • Example of multiplication:

    • [Menu1]*[Menu2]+...

  • Example of division:

    • [Menu1]/[Menu2]+...


  • Example of an Average:

    • AVERAGE([data1],[data2],etc.

Check the document once created

  1. Go to a client's file (Test/Dummy).

  2. Create a “Document” type intervention.

  3. Verify that your formula behaves as desired.

    1. If this is not the case, you can return to edit the document in the administration.

    2. Do not hesitate to contact a Hexpert via the chat bubble for support.

Common mistakes

  • The most common reason for error messages is the inclusion of a special character that is not supported by the software. You can simply remove it in order to correct the error.

  • Sometimes a negative measurement (which should be positive) creates an error message.

Further information

  • If you want to create a custom data to do your calculation, click here to find out more.

  • To learn more about creating custom documents, click here.

  • To access the tutorial in our Academy, click here.

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