6.3.4 Switching Between Detail and Aggregate View

When you define grouping or aggregation on a Data Table, the resulting table is automatically placed in “aggregate view,” which shows only the grouping and aggregation columns.

To switch a table from aggregate view to detail view (displaying all columns, without grouping and aggregation), click the 'To detail' button on the table title bar.

To switch a table from detail view to aggregate view (hiding all non-aggregate and non-grouping columns), click the 'To Aggregate' button on the table title bar.

Example: Switching Between Detail and Aggregate View  >>

The following example illustrates how to toggle from detail to aggregate view.

1. Create a new Worksheet.

2. Expand the 'Data Source' node, and the 'Orders' node.

3. Drag the 'Order details' query on to an empty cell in the Worksheet. This creates a new table named 'Order details1'.

4. Click the 'Group and Aggregate' button in the table title bar. This opens the 'Aggregate' dialog box.

5. Select the 'Group' option for the 'Product' column and 'Aggregate' for the 'Total' column.

6. Ensure that the aggregate function for the 'Total' column is set to 'Sum'.

7. Click on the 'OK' button to apply the grouping and summarization.

8. Press the 'Change View' button in the table title bar, and select 'Live Preview' from the menu.

Notice that since grouping and summarization is specified for this table, only the summarized data is displayed in the table, and all of the columns that are not included in the grouping or summarization have been removed.

 

9. To switch to the detail view, press the 'Change View' button in the title bar and select 'Full' (meta-data) or 'Detail Preview' (live data). Notice that all of the columns are now displayed in the table, but the group and aggregate columns are displayed with darker headings.

 

10. To switch back to the summarized view of the data, press the 'Change View' button in the title bar and select 'Default' (meta-data) or 'Live Preview' (live data).

 

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