Totals & Aggregation
Totals & Aggregation are multi-record calculations that are available on a tabular Report DataPage’s results page. An example would be a column total showing the “Sales Price” totaled for all records.
To add Totals & Aggregation, use the Insert button at the lower right of the DataPage Elements panel. Totals and aggregations will appear after a dividing line in the DataPage Elements panel. You can change the order of totals and aggregation using the arrow buttons (but they will always be located below the dividing line).
General Options
The first available customization for Totals & Aggregation is the label field. The default label for totals and aggregations is “Total”.
Aggregate Options
Move the fields you would like to summarize to the right-hand panel using the arrow buttons. If you would like to perform the same aggregate function on multiple field columns, you can add multiple fields to one aggregation, and the results will automatically appear in the appropriate column. If your totals have different formatting (for example, one column is currency and another is percentage) you should use two separate aggregate functions.
In addition to performing calculations on all records, Totals & Aggregation can also be displayed for sub-groups created using the Grouping tab. Totals & Aggregation cannot be applied to fields used in grouping.
For the mathematical action of the aggregate, you can choose a simple function from the function dropdown, or create a Formula using multiple aggregate functions. Each aggregate function (SUM, COUNT, etc.) is treated like a variable. You can then manipulate the aggregate function results using mathematical operators (+,-,*, /).
Example: SUM*0.6/COUNT
Finally, you have the option to apply an aggregate to the first level subgroup. If you apply totals and aggregations to your subgroup, the cell data for the subgroup will be appended before the label. For example, the total or aggregate field for “Group Name” will have the label, “Group Name Total”.
