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{anchor:top} {toc: class=contents} h2. Overview {styleclass: Class=topLink}[top|#top]{styleclass} 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: # !rpt_sum.png! *Sum* - this will add all of the values in the field to create the total. # !rpt_avg.png! *Average* - this will find the mean value of all the values in the field to create the total. # !rpt_count.png! *Count* - this will count the number of values in the field to create the total. # !rpt_count_dist.png! *Count Distinct* - this will count the number of unique values in the field to create the total. # !rpt_calc_total.png! *Calculated Total* - this is only available if the field is a calculation, and uses the calculation to create the total. h2. Standard Table Summaries {styleclass: Class=topLink}[top|#top]{styleclass} h3. Total Aggregation There are two methods for adding a total to a field in a standard Column or Row based table: h4. {expand:title=Field Drop Down} # Click on the field's drop down menu, in either of these locations: ## Through the Columns/Rows list !01applyField.png! ## Through the Table Preview !01applyTable.png! # Select the Total option from the list and click on the aggregation you wish to use for the summary. !02selectTotal.png|thumbnail,border=1! # You should now have a total on your field. !03showTotal.png! {expand} h4. {expand:title=Column Formatting menu} # Click on the Column Formatting menu in the main navigation bar of the page !01applyMenu.png! # 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. !02selectTotalMenu.png|thumbnail,border=1! 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. !03showTotal.png! {expand} h3. {expand:title=Display Labels} # Click on the Column Formatting menu in the main navigation bar of the page !01applyMenu.png! # Select the field you wish to apply labels 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 # Set *Display Labels* to *On* !04showLabel.png|thumbnail,border=1! # You should now have a label on your total. The label will reflect the aggregation used for the total and cannot be customised. !04showLabelSum.png! {expand} h3. {expand:title=Style} # Click on the Column Formatting menu in the main navigation bar of the page !01applyMenu.png! # Select the field you wish to style the total of in the Report Fields list panel on the left of the menu # Open the Summary section of the menu to view the available options # Set *Style* to *Custom* !05applyStyle.png|thumbnail,border=1! # Apply the formatting you wish to use. This will only customise the look of the total cell for the field selected. !05styleApplied.png! {expand} h3. Sub Total h2. Section Summaries {styleclass: Class=topLink}[top|#top]{styleclass} h3. Section Total h3. Show Labels h3. Grand Totals h2. Cross Tab Summaries {styleclass: Class=topLink}[top|#top]{styleclass} h3. Column Totals h3. Row Totals \\ \\ {horizontalrule} {styleclass: Class=topLink}[top|#top]{styleclass} |
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