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Comment: Updated for 8.0.7

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Overview


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Summaries create aggregated totals in order to provide the user with higher level data as part of a more detailed report. There are several types of summary that can be included in a table:

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Sub Totals are used when there are multiple records per category, possibly caused by having multiple dimension fields in a table, and it would be beneficial to view a total value for each category value. The example shown here could use a sub total for Year, as there are multiple rows per year value due to the Quarter field.
Note: You can apply conditional formatting to sub totals in regular and cross-tab charts.


Note: in order to have a sub total display, you must have a total applied to the column you wish to populate the sub total row. For example, in the table above you will set the sub total on the Year category field, but you will have the total applied to the Invoiced field.

  1. Click on the Column Formatting menu in the main navigation bar of the page
  2. Select the category you wish to create a sub total for in the Report Fields list panel on the left of the menu
  3. Open the Summary section of the menu to view the available options
  4. Set Sub Total to On.
  5. You will now have a sub total row for each category value, populated by any metric that already has a total applied to it.

When using Sub Totals, we often pair this functionality with the Suppress Duplicates option, to make the report output easier to consume. To apply this option:

  1. Click on the Column Formatting menu in the main navigation bar of the page
  2. Select the category you applied the sub total to in the Report Fields list panel on the left of the menu
  3. Set the Suppress Duplicates option to On.
  4. You will now have a clearer report output


Tip

Totals and subtotals can be moved to the start of a table or section too, so totals might appear in the top row and left column and subtotals might appear at the top row or column of their section within a table. In the Column Formatting dialog box, look for the Move Total Value Location toggle (and the Move Sub Total Value Location toggle, further down) and activate them to see totals at thes tart of a table and subtotals at the start of a section.

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Section Summaries


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Section Summary

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  1. Click on the Section Formatting menu in the main navigation bar of the page
  2. Select the section field you wish to use as the category in the section summary table at the top of the report
  3. Close the menu. You will now have a section summary table at the top of the page that links down to each individual section

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