Overview
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:
- Field Totals
- Categorical Sub Totals
- Section Totals
- Section Summary Tables
- Grand Totals
Depending on the type of summary you are creating, you will have access to a selection of the following types:
Sum - this will add all of the values in the field to create the total.
Average - this will find the mean value of all the values in the field to create the total.
Count - this will count the number of values in the field to create the total.
Count Distinct - this will count the number of unique values in the field to create the total.
Calculated Total - this is only available if the field is a calculation, and uses the calculation to create the total.
Standard Table Summaries
Total Aggregation
There are two methods for adding a total to a field in a standard Column or Row based table:
- Click on the field's drop down menu, in either of these locations:
- Through the Columns/Rows list
- Through the Table Preview
- Select the Total option from the list and click on the aggregation you wish to use for the summary.
- You should now have a total on your field.
- Click on the field's drop down menu, in either of these locations:
- Through the Columns/Rows list
- Through the Table Preview
- Through the Columns/Rows list
- Select the Total option from the list and click on the aggregation you wish to use for the summary.
- You should now have a total on your field.
v
- Click on the Column Formatting menu in the main navigation bar of the page
- Select the field you wish to apply a total to in the Report Fields list panel on the left of the menu
- Open the Summary section of the menu to view the available options
- Define the Total Aggregation option.
You will notice that using the Column Formatting menu rather than the Field Drop Down list means that you have a range of additional options, rather than just the ability to select the aggregation to use. These will be explored below.
- You should now have a total on your field.
v
- Click on the Column Formatting menu in the main navigation bar of the page
- Select the field you wish to apply a total to in the Report Fields list panel on the left of the menu
- Open the Summary section of the menu to view the available options
- Define the Total Aggregation option.
You will notice that using the Column Formatting menu rather than the Field Drop Down list means that you have a range of additional options, rather than just the ability to select the aggregation to use. These will be explored below. - You should now have a total on your field.
Display Labels
Style
Sub Total
Section Summaries
Cross Tab Summaries