How to Insert Formula in Word and Use Excel Formulas in Word

Watblog – Insert Formula in Word – Are you puzzled by the possibilities of formulas in Microsoft Word and Excel? Wondering if you can weave Excel’s enchanting formulas into the fabric of your Word documents? If you’re new to the world of spreadsheet sorcery, fear not! This guide will gently lead you through the magical realm of Excel formulas in Word, sprinkled with clarity and a touch of wizardry.

However, you can insert field codes that allow you to perform certain calculations and include dynamic information. One common use is to insert a Word field that displays the result of a calculation. Here’s how you can do it:

  1. Open your Microsoft Word document.
  2. Place your cursor where you want to insert the calculation result.
  3. Press Ctrl + F9 to insert a pair of curly braces {}. You won’t see anything between the braces; this is normal.
  4. Inside the curly braces, type the field code for your desired calculation. For example, to add two numbers, you can use:


This will display the result of the calculation (in this case, 5) in the document.

  1. To update the field and display the calculation result, press F9.

You can use various field codes and functions in Word to perform different types of calculations or include dynamic data. Here are some examples:

  • {=SUM(2, 3)}: Calculates the sum of 2 and 3.
  • {=PRODUCT(2, 3)}: Calculates the product of 2 and 3.
  • {=DATE \@ “dd/MM/yyyy”}: Displays the current date in a specified format.
  • {=MERGEFIELD FirstName \* MERGEFORMAT}: Retrieves data from a mail merge data source.

Remember that Word’s field codes are limited in their capabilities compared to Excel. If you need extensive calculations, Excel is a better tool for that purpose.

Can You Use Excel Formulas in Word?

Ah, the age-old question: Can you blend the mystical powers of Excel with the word-weaving charm of Microsoft Word? The answer, my friend, is both a yes and a no. You see, Word and Excel are like distant cousins—similar, yet distinct. Word is your go-to for crafting documents, while Excel is the maestro of data manipulation.

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In Word, you can’t directly insert Excel formulas like you would in Excel cells. However, you can embed Excel objects or tables within your Word documents, which can then be linked to an actual Excel file. This allows you to display live data from Excel in your Word document, including any calculations you’ve made in Excel. It’s like summoning the power of Excel to enhance your Word creations.

What Cannot Be Used in Formulas for Calculations in Excel?

Before we dive deeper into Excel’s incantations, let’s illuminate what Excel formulas can’t do:

  1. Complex Text Magic: While Excel can work wonders with numbers, it’s not a text wizard. It lacks the advanced text formatting and manipulation features found in Word.
  2. External Data Portals: You can’t use Excel formulas to access external data sources directly (unless you use external tools or add-ins). Excel primarily focuses on manipulating data within its own sheets.
  3. Recursive Spells: Excel doesn’t handle recursive formulas well. These are formulas that refer back to their own cell in a way that could lead to infinite loops. Excel will usually display an error if you attempt this.
  4. Handling Titanic Datasets: For extremely large datasets that surpass Excel’s capacity, you may need more specialized tools or databases. Excel has its limits, and Titanic-sized datasets are beyond them.
  5. Custom Enchantments: Creating custom functions without writing VBA (Visual Basic for Applications) code is another thing Excel can’t do. Custom functions require a bit of coding magic.

How Do I Use Formulas and Functions in MS Excel to Perform Calculations on My Data?

Now, let’s uncover the secrets of using formulas and functions in Excel to conjure calculations:

  1. Enter the Wizard’s Lair: Open your Excel spreadsheet and navigate to the cell where you wish to display your magical calculation.
  2. Begin the Incantation: In the formula bar (the mystical place beneath your toolbar), start by typing the formula or function. Always begin with an equal sign = to let Excel know that magic is afoot.
  3. Gather Your Ingredients: Use cell references (like A1 or B2), operators (+, -, *, /), and Excel functions (like SUM, AVERAGE, IF) to weave your spell.
  4. Cast the Spell: After crafting your formula, press Enter. Presto! Excel will perform the calculation and display the result in the chosen cell.
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For example, if you wish to add the contents of cells A1 and A2, your incantation would be =A1 + A2. The result shall appear as if summoned by magic.

What Happens When You Link Excel Data in a Word Document?

Imagine you’ve woven a tale within a Word document, and you’ve also embedded an Excel object, like a chart or a table, into your story. These two worlds are linked, and here’s what transpires:

  • Updating the Tale: Whenever you open the Word document, it may kindly ask if you wish to update the linked data from Excel. If changes have occurred in Excel, accepting this offer will refresh your Word document with the latest Excel data.
  • Breaking the Spell: However, should you decide to break the link between Word and Excel (perhaps with a spell of unlinking), the Word document will remain unchanged, unaffected by any Excel wizardry or modifications.

In conclusion, the synergy of Word and Excel can be a potent enchantment in your arsenal. You can’t directly use Excel formulas in Word, but you can combine their powers by embedding Excel objects. Excel, while a magical spreadsheet sorcerer, does have limitations in text manipulation, external data access, and handling massive datasets. Yet, its formula and function spells can work wonders for your data calculations.

Now, armed with this knowledge, go forth and weave your own tales of spreadsheet and document wizardry, creating documents that are both informative and enchanting!