9.4 Examine the Summary Column Properties (optional)

In this case, the Report Wizard created the summaries according to the requirements of the project. However, in some cases, you may need to manually adjust the settings of summaries to get the exact calculations you wish. By carefully reviewing the summaries created by the Report Wizard, you can gain a better understanding of how summaries work.

In this section, you will not be making any changes to the report, you will only be checking the summary settings to better understand summaries.

Reviewing summary settings

  1. In the Paper Design view, select the percentage value to the right of the % of Total label.

  2. Double-click the values to display the Property Inspector.

  3. In the Property Inspector, notice the Source property, which indicates the column that is the source of the field.

  4. Repeat steps 1 through 3 for all of the summaries in the report. Note down the name of the columns that are the sources for each of these summary fields.

  5. In the Object Navigator, double-click the view icon next to the Data Model node to display the Data Model view.

  6. In the Data Model view, double-click TotalTOTALPerSALES_REP_ID in group G_SALES_REP_ID to display the Property Inspector.

  7. In the Property Inspector, notice the values of the properties under Summary:

    • Function is % of Total. Change % of Total to Sum. Note that the Compute At property disappears because it is unnecessary for a Sum calculation. Change Function back to % of Total and Compute At reappears.

    • Source is the TOTAL column, which means that TOTAL is used to compute the summary.

    • Reset At is G_SALES_REP_ID. The value of TotalTOTALPerREPID will reset to zero after each record in G_SALES_REP_ID (that is, for each sales representative).

    • Compute At is Report. A compute level of Report means that the TotalTOTALPerSALES_REP_ID column will base its percentages on the sum of all of the TOTAL in the entire report.

  8. Repeat steps 6 and 7 for each of the summaries in the data model. Notice the differences in the properties for each of the summaries.

  9. It can also be a useful exercise to return to the Paper Design view and see where fields that correspond to the summaries are placed in the layout. For example, the field that corresponds to TotalTOTALPerSALES_REP_ID is placed inside the master repeating frame, R_G_SALES_REP_ID, but outside of the detail repeating frame, R_G_CUSTOMER_ID.