Adding totals to your analysis

This tutorial shows you how to add totals to the email analysis you built earlier. The totals will sum all the emails sent by product and provide a grand total of all emails sent.

In our example, the totals will calculate a sum of all emails sent. You can customize how totals are calculated within your analysis. If you do not specify an aggregation method, the default aggregation rule is used as specified in the Insight repository, or by the original author of the analysis. You can view the aggregation rule from the Criteria tab of the analysis. Click An image of the Options iconOptions next to the measure column, and select Edit Formula. Refer to the Oracle BI EE documentation to learn more about aggregation rules.

An image showing the default aggregation rules for the Total Sends column

What you'll learn

In this tutorial, we'll show you how to:

  • Add a grand total of all emails sent
  • Total all the emails sent by product

What you'll need

Step 1: Adding the grand total

First, we'll add the grand total to the analysis. This total will sum all emails sent in our result set.

To add the grand total to your analysis:

  1. Open the analysis you created in Building your first analysis
  2. Click the Results tab.
  3. Click The Edit icon Edit View in the Table view.

    An image highlighting the Edit View icon in the table view

    The Layout appears.

    An image of the Layout panel

  4. To add a grand total to the analysis, click An image of the Total icon Total to the right of Columns and Measures in the Layout pane. Select After from the drop-down list.

    An image highlighting the Totals icon and the After menu selection

  5. Review the results in the Preview pane.

    Note that the Total icon now displays a check mark An image of the Total Applied icon, indicating that a grand total has been added to the analysis.

    An image of the grand total in the Preview panel

    Tip: Since we added pagination to our analysis, you might have to navigate to the end of your analysis to see the grand total.

    An image of the Go To Bottom icon

  6. Click Done and save the analysis.

Step 2: Adding the product total

Next we want to total all the emails sent by product.

To add product totals to your analysis:

  1. Remove the column sorting. Click the Criteria tab, click Options An image of the Options icon for the Campaign Name column, and then select Sort > Clear All Sorts in All Columns.

    An image highlighing the Options icon and the Clear All Sorts menu option

  2. Click the Results tab.
  3. To add the product total, click Edit View The Edit icon in the Table view.

    An image of where the Edit View icon is displayed in the Table view

  4. In the Layout pane, click Total An image of the Total icon for Campaign Product. Select After from the drop-down list.

    An image highlighting the Totals icon for the Product column and the After option selected from the menu

  5. Review the results in the Preview pane. Note that the Total icon now displays a check mark An image of the Total Applied icon, indicating that a total was added for that specific column.

    An image highlighting the product totals added to the report

  6. Click Done and then save your analysis.

Now that you're done

Now that you have added totals to your analysis, check out the next tutorial Adding formatting to your analysis.