Summaries

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:

1. Field Totals
2. Categorical Sub Totals
3. Section Totals
4. Section Summary Tables
5. Grand Totals

Depending on the type of summary you are creating, you will have access to a selection of the following types:

1. Sum - this will add all of the values in the field to create the total.
2. Average - this will find the mean value of all the values in the field to create the total.
3. Count - this will count the number of values in the field to create the total.
4. Count Distinct - this will count the number of unique values in the field to create the total.
5. Calculated Total - this is only available if the field is a calculation, and uses the calculation to create the total.

Standard Table Summaries

There are two methods for adding a total to a field in a standard Column or Row based table:

1. Use the Field Drop Down list:
   1. Click on the field's drop down menu, in either of these locations:
      1. Through the Columns/Rows list
         
      2. Through the Table Preview
         
   2. Select the Total option from the list and click on the aggregation you wish to use for the summary.
      
2. Use the Column Formatting menu:
   1. Click on the Column Formatting menu in the main navigation bar of the page
      
   2. Select the field you wish to apply a total to 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. Define the Total Aggregation option.
      
      You should now have a total on your field.
      

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.