Adding, renaming, and deleting summary items

When you first add a Summarization Bar component to a project page, it automatically displays a single metric value summary item that shows the number of records in the base view of the first data set. You can add, rename, reorder, or remove displayed items.

Summary items can be one of three types:

Summary Item Type Description
Metric Value Displays a single aggregated metric value, such as total sales or average score.
Dimension Value Spotlight Displays a single dimension value. The displayed dimension value is associated with the top or bottom value for a single metric.

For example, you could display the name of the product category that has the highest or lowest total sales.
Flag Displays the number of values for a selected dimension or combination of dimensions that meet a set of metric conditions.

For example, you could display the number of combinations of product category and sales region that had more than 500 sales and for which the percentage of total sales was at least 90% of expected sales.

To add, rename, or delete summary items:

  1. In the component menu bar, click the Options icon:
    The Options icon.
  2. To add a new summary item to the Summarization Bar, either:
    • Click the drop-down arrow beside+ Itemand select the type of summary item to add from the list:
      Add item list showing the summary item types

      The Select Data tab displays.

    • In the Edit View menu, click + next to the Summary Items heading.

      This adds a metric item. Click the Select Item Type tab to select a different type.

  3. To configure a summary item, click the item name.
    1. To rename a summary item, select the Summary Items tab and double-click the item name.

      The name displays as an editable field.

    2. Type the new name, then press Enter.
    3. To return to the Summary Items list after editing a summary item, click the Summary Items option in the left menu.
  4. To determine the order for displaying summary items, drag each item in the list to the desired location.
  5. To delete a summary item, click its x icon.