2.5.5 Defining an Aggregation in an Interactive Grid

Create an aggregation in an interactive grid by selecting Aggregate in the Actions, Data submenu.

To create an aggregation against a column:

1. Click the Actions menu, select Data, then Aggregate.

   The Aggregation dialog appears. (Some fields may be pre-filled.)

   
   
   Description of the illustration GUID-D08D407C-89EA-4E5E-A2C0-4CE26F336BD7-default.png
   
2. In the Aggregation dialog:
   1. Column – Select the column to define against
   2. Aggregation – Select the type of aggregation to apply
   3. Tooltip – (Optional) Add a label that appears when you hover the mouse over the aggregation.
   4. (Optional) Show Overall Value – Select to display the grand total of a column
3. To add another aggregation:
   1. Click the Add icon (+).
      A new Aggregation appears in the list.
   2. Define the new aggregation as described in the previous step.
4. Click Save.

The result of the aggregation appears at the bottom of the last page of the report.

The following example is an interactive grid with two sum aggregations applied to two different columns (a control break has also been applied to simplify the presentation):

Description of the illustration GUID-87F1D7AF-F80D-4A3B-9D39-4F3C6D6A12B0-default.png

Edit an existing aggregations by selecting the Aggregate in the Actions, Data submenu.

To edit an aggregation with the Aggregate dialog:

1. Click the Actions menu.
2. Select the Data submenu, then Aggregate.
   The Aggregate dialog displays.
3. Select an aggregation.
4. Edit the aggregation. Editable fields include the column to define against, the function type, and the Show Grand Total option.
5. Click Save.

Use the Aggregate dialog to remove an aggregation.

To remove an aggregation with the Aggregation dialog:

1. Click the Actions menu.
2. Select the Data submenu, then Aggregate.
   The Aggregation dialog displays.
3. Do one of the following:
   • To hide an aggregation from view in the grid, click the adjacent checkbox in the Enabled column. This disables the aggregation and stores it for future use in the Aggregation dialog.
     
     
   • To remove the selected aggregation from the grid completely and permanently, click the Delete icon (—).
     
     
4. Click Save.