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To help you and others interpret the detailed information presented in a report, Report Painter enables you to summarize numeric information using column and row totals, grand totals, and subtotals. These summary lines may be used to clarify or highlight information in numeric or matrix reports.
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You can add totals for rows or columns of numbers:
Note: Column totals are only available for columns containing numeric values.
or
Click No totals to hide the display of column totals.
The Report Options dialog box opens at the Output tab.
The column total appears in Report Painter, indicated by the word TOTAL, as shown in the following image.
Note: You may change the title for the column total by selecting Title.
The Properties for Column Total dialog box opens at the Styling tab.
Note: Apply totals to all columns is selected by default.
The column total appears for the selected field(s).
or
Deselect Show Row Totals to hide the display of row totals.
You may style column totals and row totals from the Report Options dialog box.
The Report Options dialog box opens at the Style tab.
Note: The column/row totals appear as Column Totals, Row Totals (Report), Row Totals (Title), and Row Totals (Data), in the active object drop-down list, as shown in the following image.
Tip: Column Totals may also be styled through the Column Total Properties dialog box. For more information, see Properties for Column Total Style Tab.
The following image is an example of a report with column/row total styling applied.
How to: |
Frequently, reports contain detailed information that is broken down into subsections for which simple column and row totals do not provide adequate summaries. In these instances, it is more useful to look at subtotals for particular sections and a grand total at the end of the report.
In general, subtotals produce totals every time a specified sort field value changes. Report Painter provides several options for creating section subtotals and grand totals:
To further control when subtotals are produced, you can use the When option with any subtotaling command. Subtotal commands are independent of record selection phrases.
A Subtotal field appears in the Report Painter window indicated by the word *TOTAL.
Subtotal displays a total for columns containing numeric values only when a specified sort field changes values.
The following report on employee salaries shows the total salary expense of each department, as well as a grand total for all departments.
A Subtotal field appears in the Report Painter window indicated by the word *TOTAL.
Subtotal displays a total for columns containing numeric values when a specified sort field, and any preceding (higher level) sort field(s) change values.
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Right-click and select Suppress for single lines from the context menu.
Suppress for single lines displays subtotal lines only when the specified sort field contains more than one record.
A recomputed field appears in the Report Painter window of the report indicated by the word *TOTAL.
Recompute displays totals for columns containing numeric values, and recalculates temporary fields containing information, such as ratios using subtotals each time a specified sort field changes values.
For details about creating temporary fields in reports, see How to Create a Calculated Value.
To calculate a subtotal on a computed field when a specific sort field or a higher-level sort field changes:
Recomputes display totals for columns containing numeric values and recalculates temporary fields each time a specified sort field or preceding sort fields (higher levels) change values.
or
Right-click and select Use Default Text from the context menu.
The default title is returned to the object area.
To use subtotal values in a calculation and display the result of the calculation (not the subtotal value) on the report:
Note: You can create multiple calculations and display their subtotal values in the report. To enter another calculation in the window, click the New button.
Recap computes subtotals based on user-supplied calculations. New values appear each time the specified sort field value changes.
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