You need: Saving totals: the edit permission on the unit
Steps
1
Open the view and click Calculate under the column.
2
Choose the calculation from the list.
3
To write a formula, choose Custom calculation… and type it in Formula, such as {value} * 0.15 to work out a commission.
4
Type a Caption, such as “Commission”.
5
Press Save. Everyone sees the total in this view.
Formulas
Use {value} for this column’s total, or {field.operation} for the total of another column set up in the same view. Allowed: + − × ÷, brackets and numbers.
The formula is applied to each Kanban column and to the footer separately, so the column totals may not add up to the footer total.
How totals are calculated
The footer is calculated from every matching record you can see. Average ignores empty cells. Currencies are totaled separately for each currency, with no conversion.
At a glance
Calculation
Works with
Count all, Count empty, Count not empty, Count unique values
Most fields
Count checked, Count unchecked
The True/False field
Percent empty, Percent not empty
Most fields
Sum, Average
Number, rating, currency, rollup and calculation
Min, Max, Earliest date, Latest date
Numbers, and dates
Sum for a catalog
Line items mode only, before tax
If something goes wrong
What you see
Why
What to do
“Use + − × ÷ and brackets only.”
The formula has characters that aren’t allowed.
Correct the formula.
“Set a total on that column first”
The formula points to a column with no total.
Add a total to the other column.
“Can’t divide by zero”
The divisor is zero in this column.
This is normal for an empty column.
The total shows “timed out”
The calculation took more than 3 seconds.
Narrow the filter and reload.
A real example
Shield Security Co.
The situation
The manager wants the value of the contracts in each stage, and the sales commission.
What they did
A sum of “Contract value” on the stages Kanban.
A formula {value} * 0.05 labeled “Commission”.
The result
He sees each stage’s value and commission at the top of the board, with no separate report.
A made-up company, to show the idea. The numbers are rounded.
Good to know
Up to 10 totals per view.
Each total gets 3 seconds. If it takes longer, an error shows in that total only.
A formula is up to 256 characters and 64 parts, and a caption up to 64 characters.
You can’t use a currency total inside another column’s formula.
A lookup field can’t be totaled.
You can’t average a rollup field that is already an average.
