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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
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There are two methods for adding a total to a field in a standard Column or Row based table: Field Drop Down
Column Formatting menu
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Display Labels
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Style
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Sub Total
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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.
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:
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Section Summaries
Section Summary
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Section Total & Labels
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Grand Totals
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Cross Tab Summaries
Column Totals
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Row Totals
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