Displaying and Hiding Grand Totals and Subtotals

A grand total is a total of all calculations on a report, per metric. A subtotal is a total of a specific subset of metric data, totaled at a level you select. Common subtotal functions include sum, count, minimum, maximum, average, mean, and median. Grand totals and subtotals are often collectively referred to as totals.

 

A metric designer or report designer must enable totals as part of a metric's definition. If totals are available for a metric, you can display or hide them for that metric on a given report. You can add a new type of subtotal to the report. For example, if a report currently displays a Median subtotal, but you would prefer to see an Average subtotal, you can add the Average subtotal to the report. You can also permanently remove totals from the report.

To display or hide existing grand totals and subtotals on a report:

  1. Click the name of a report to execute it. The report must be in either Grid view or Grid and Graph view.

  2. Click the Show Totals Toggle Totals icon icon on the Data toolbar. Subtotals are displayed at all levels of the report.

    Alternatively, from the Data menu, select Show Totals. If this option does not appear, this means totals have not been enabled for at least one metric on the report.

To display new totals on a report:

  1. Click the name of a report to execute it. The report must be in either Grid view or Grid and Graph view.

  2. From the Data menu, select Edit Totals. This displays the Subtotals Editor.

  3. Click the Definitions tab. You can add one or more subtotals to be calculated at all levels, or you can add grand totals only.
    Note: The list of subtotal functions is determined when the metric is created. If no functions are listed, subtotals have been disabled. For more information, contact the report's creator.

  4. Click the Advanced tab and then, from the drop-down list at the top of the dialog box, specify the subtotal for which to specify the way this subtotal should be calculated in the report: by position or across level.

The levels you can select from are:

By position: Under the Rows, Columns, or Pages (page-by fields) drop-down lists, select the subtotal to apply to that part of the report. Each of these is considered an axis of the grid report. For each drop-down list, select one of the following:

      1. All Subtotals: Apply the subtotal across all levels on the axis.

        Grand Total: Apply only the subtotal across the whole axis.

        None: Apply the subtotal to no level of the axis.

        Selected Subtotals: Apply only selected subtotals across the axis. This option is available only in the Pages drop-down lists, for page-by fields.

      Across level: When you select this, all attributes available in the report are listed for you to choose from. Select those which you want to calculate the subtotal for.

  1. Once you have defined which subtotals should be calculated in the report, select the Display tab to define where these subtotals will be displayed in the grid.

  2. For each axis in the grid, any subtotals calculated can be displayed in two ways: top of each level or bottom of each level.

Subtotal positions by row:

      1. Top of each level: Displays the row subtotal at the top of each level at which the metric is calculated.

        Bottom of each level: Displays the row subtotal at the bottom of each level at which the metric is calculated.

Subtotal positions by column:

      1. Left of each level: Displays the column subtotal at the left of each level at which the metric is calculated.

        Right of each level: Displays the column subtotal at the right of each level at which the metric is calculated.

Subtotal positions by page:

      1. Top of each level: Displays the page subtotal at the top of each level at which the metric is calculated.

        Bottom of each level: Displays the page subtotal at the bottom of each level at which the metric is calculated.

  1. Click OK to complete the subtotal definition. The subtotals are displayed on the report.

    Related topics

    Removing totals

    Subtotals dialog box

 

 

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