Summarizing Data in a Section

When you aggregate data in a Section, you can compute summaries on a group-by-group basis and/or on a global basis (e.g., grand total).

To create a summary based on a particular grouping level, follow the steps below:

For a categorical field, select 'Default'. For a Date field, select a Date level such as 'Year' or 'Month'.

1. Right-click on the Text element displaying the field that you want to summarize.

2. From the context menu, select 'Text Field' > 'Summarize', and choose the desired aggregation method (e.g., 'Average', 'Max', etc.)

 

This defines the field as a summary field and adds it to the sum­mary area of the Binding panel. Because the field resides in the detail row, it only summarizes a single detail value. To summarize a particular group, or the entire table, proceed to the next steps.

To add a grouping region, see Displaying the Grouping Field in a Group Region.

3. To summarize a particular group, Ctrl-drag (or copy and paste) the summary field to the corresponding grouping header or footer region.

 

If the desired footer region is not visible, open the 'Section Proper­ties' dialog box, and enable the footer visibility. See Section Prop­erties for more information.

See Modifying Summary Properties to make further adjustments to the summarization process.

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