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Totals & subtotals
Be it a typical table or a hierarchical matrix style report in Power BI, Inforiver allows you to seamlessly manage subtotals and grand totals in a couple of clicks.
Totals & subtotals - Overview
In this example, we have hierarchies across both rows & columns.
Matrix with row and column hierarchies
Note that
(a) the row subtotals (United States & International) are at the top, and
(b) the row grand total is the top
(c) there are no subtotals and grand totals for columns.
Let us take a look at the customization options available in Inforiver.
Click on the 'Totals' option in the Home tab Analyze section. There are options to enable/disable subtotals and totals and to change the positions.
Customization options for totals and subtotals
Row or/and column subtotals will appear only if there is a hierarchy in the row or/and column fields.
Let us make some changes as shown below. The corresponding changes in the matrix are highlighted in red.
Changes to subtotals and totals
In the row subtotal section, you can see an option called 'Split'. Enable this and disable both the grand totals and the column subtotal.
Let us now look at the United States. There is a header row with no values, followed by a set of records. At the end of this section, the records are totalled.
Split row subtotals option
When pagination is turned off, you have the option to freeze totals.
It is not possible to freeze totals when using the 'Drilldown' layout
To turn off pagination, in the 'Design' tab, click on 'Single page'.
Pagination turned off
In the 'Totals' menu, you can now see an option to freeze the total.
Freeze total
On selecting 'On', you can see that the grand total row is frozen on the top. You can also freeze it at the bottom by selecting 'Row grand total' as 'Bottom' and 'Freeze total' as 'On'.
Grand total row frozen
In summary, Inforiver allows you to manage row & column subtotals & grand totals the way you want in an intuitive & flexible manner.
Last modified 10mo ago