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Overview

With Yellowfin you can add summary totals to row and columns within your reports as either sums or averages of the information held in the column. Summaries can be added to all types of table output and for cross tabs can be added to both row and columns. It is possible to create three types of summaries:

  1. Basic Arithmetic Summaries – Sums, Averages and Counts
  2. Calculated Summaries – if your column is a calculated column such as a ratio you can use a calculated summary to get an accurate summary
  3. Sub Totals – if you have columns with suppressed totals you can apply sub totals to these for all columns that have summaries applied.

Adding Summaries to a Column Report

To add a summary to a report you can either use the column format drop down menu or the summary section from the main format menu for you selected column.
Select the format menu and the type of summary you wish to apply. The summary will now be added to you report.

Note: For calculated columns (eg where you have a calculated field such as Sum(Revenue) / Sum(Invoiced) ) you can add a calculated summary. This will create a a calculated summary for accurate results (eg Sum(Sum(Revenue / Sum(Invoiced))

Main Format Menu

If using the main menu column format drop down you will see the following options:

Option

Description

Summaries

Choose the type of summary you wish to apply, Sum, Average, Count.

Label Summaries

If you want to include a label on the total cell then choose ‘Yes’. This will insert a label in front of the summary to indicate the summary type selected above.

Sub Total

If you wish to apply sub totals to a column you can choose the ‘Yes’. Note this will only be applied for every unique value in the column. This option only needs to be added to the field for which you want to see the sub total breakdown.

Style

The style section lets you apply formatting to your total cells.

Adding Summaries to Cross Tabs

To add summaries to your cross tab you can either use the table field drop down menu or main menu summary option. This option is located on the main menu and not on the individual columns as with a column report.
From the main menu you can choose to apply either column or row totals. You can select both the row and the column totals. This creates totals at the right hand side of the report and at the bottom of the report.

Cross Tab Sub Totals

When creating a cross tab report you can also include sub totals on your report if you have more than one dimension defined as a row entity.

  1. To create a cross tab subtotal use the main format menu to select the column that the sub total is to be applied to.
  2. Choose the summary drop down and choose ‘Subtotal’

Section Summaries & Grand Totals

Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available.

  1. To activate this option select the section format options from the main menu.
  2. Choose the section you wish totals to be applied to and click the summary drop down option:

Option

Description

Section Summary

The section summary is a unique method of adding in a table of contents into your report. This will create a one line summary of all sections in your report at the top of your report with hyper links to the details sections – even if you have page breaks.
Choose the section that you wish to apply the section summary for using the drop down available.

Section Total

If you wish a section total to be applied the check the tick box.
Note: Totals will only be displayed for columns that you have already applied totals to.

Grand Total

A grand total can also be displayed at the end of the report. This will sum all the sections into one total.
If you wish to have a grand total printed at the bottom of your report use the grand total option and click ‘Yes’



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