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
Average
Count
Count Distinct
Calculated Total
Adding Summaries to a Column Report
To add a summary to a report you can either use the column format drop down menu or the summary section from the main format menu for you selected column.
Select the format menu and the type of summary you wish to apply. The summary will now be added to you report.
Note: For calculated columns (eg where you have a calculated field such as Sum(Revenue) / Sum(Invoiced) ) you can add a calculated summary. This will create a a calculated summary for accurate results (eg Sum(Sum(Revenue / Sum(Invoiced))
Main Format Menu
If using the main menu column format drop down you will see the following options:
Option |
Description |
|---|---|
Summaries |
Choose the type of summary you wish to apply, Sum, Average, Count. |
Label Summaries |
If you want to include a label on the total cell then choose 'Yes'. This will insert a label in front of the summary to indicate the summary type selected above. |
Sub Total |
If you wish to apply sub totals to a column you can choose the 'Yes'. Note this will only be applied for every unique value in the column. This option only needs to be added to the field for which you want to see the sub total breakdown. |
Style |
The style section lets you apply formatting to your total cells. |
Adding Summaries to Cross Tabs
To add summaries to your cross tab you can either use the table field drop down menu or main menu summary option. This option is located on the main menu and not on the individual columns as with a column report.
From the main menu you can choose to apply either column or row totals. You can select both the row and the column totals. This creates totals at the right hand side of the report and at the bottom of the report.
Cross Tab Sub Totals
When creating a cross tab report you can also include sub totals on your report if you have more than one dimension defined as a row entity.
- To create a cross tab subtotal use the main format menu to select the column that the sub total is to be applied to.
- Choose the summary drop down and choose 'Subtotal'
Section Summaries & Grand Totals
Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available.
- To activate this option select the section format options from the main menu.
- Choose the section you wish totals to be applied to and click the summary drop down option:
Option |
Description |
|---|---|
Section Summary |
The section summary is a unique method of adding in a table of contents into your report. This will create a one line summary of all sections in your report at the top of your report with hyper links to the details sections - even if you have page breaks. |
Section Total |
If you wish a section total to be applied the check the tick box. |
Grand Total |
A grand total can also be displayed at the end of the report. This will sum all the sections into one total. |