Creating Summary Tables

The Create Summary Table frame is designed to automate the process of building summary tables by creating columns to group by, creating computed items, sorting columns, local tables, and filters. Using the Create Summary Table frame saves development time.

Create Summary Table creates a structure that contains the same number of rows as there are bars or segments in a spotlighted chart, or shapes in a spotlighted shape set; for example, a map. See Configuring the Map Blank Frame.

*  To use the Create Summary Table frame:

  1. In Interactive Reporting Studio, open a dashboard that contains the Maps component.

  2. Navigate to Create Summary Table.

    To access the configuration frame, use Sections or the Configuration drop-down list found in Dashboard Studio.

  3. In Grouping Column Configuration, select a Table/Results Section that contains your data.

  4. Optional: To view the selected section, click View button.

  5. Optional: Enter a Grouping Column Name to override the default created by the system.

    If you are grouping multiple columns, enter a Grouping Column Name. For example, grouping country and city, where city is not a unique entity, the user can override the default name which is the concatenation of the column names; for example, Country_City. The computed dimension is a concatenation of the column values.

  6. Select an available column to highlight in the map.

    For example, if you merged the component with Sample_en_esm.bqy, select State.

  7. Sort columns by moving selected columns between Available Columns and Grouping Columns by clicking Next button and Back button.

    If Grouping Columns contains multiple items, create a computed item which is a concatenation of the selected columns, otherwise the selected column is the grouping column. Add the grouping column to the Interactive Reporting Studio Sort line of the section.

  8. Optional: Reorder Grouping Columns by selecting a column and clicking Move Up button or Move Down button.

  9. In Summary Table Configuration, enter a Summary Table Name.

    For example, enter State_Color. (This name must match the shape set name used later in the spotlighting process).

  10. Select a Function to create an aggregated total for each label value.

    For example, select Sum.

    The function is the summary formula used when creating Summary Fact Columns. The function value is combined with selected Available Columns when Next button is clicked to generate Summary Fact Columns.

  11. Move selected columns between Available Columns and Summary Fact Columns by clicking Next button and Back button, to identify the columns for which to create summary computed items.

    For example, select Revenue to create a summary computed item called Revenue_._Sum_._.

  12. Optional: Reorder Summary Fact Columns by selecting a column and clicking Move Up button or Move Down button.

  13. Optional: To add more columns, move selected columns between Available Columns and Summary Table Columns by clicking Next button and Back button, to identify which columns are added to the summary table.

  14. Optional: Reorder Summary Table Columns by selecting a column and clicking Move Up button or Move Down button.

  15. Perform an action:

    • To remove all settings, click Clear

    • To build the summary table, click Create

    All validation is performed. The summary table is created.

The computed column that determines the color to use for a bar or a shape is typically located in this section. Use the lower section of the Create Summary Table frame to create the computed column, or if the column is complex, create it directly in the table and only reference it through the Create Summary Table frame.

Proceed to Spotlighting the Map.