How to create an aggregated field within a tabular report

Overview

SolveXia Analytics & Reporting provides a simple way to create powerful reports based on managed tables. With the latest BI and data visualisation techniques, you can create reports that communicate and inform effectively.

This article is a tutorial which will act as a guide to the creating of an aggregated field within a tabular report.

Before we get started

Before we start, please make sure that you have a managed table created and table has at least one row of data.
There are help articles to help you create your managed table and import data into it.

[message type=”warning”]For the purposes of this article we will continue to use the Cookie Shop example from the Get started – create a tabular report . Again, you may want to replace the “CookieShop” managed table with a managed table of your own.[/message]

Steps

1. Imagine that the data loaded into the managed table which you will use to create the tabular report resembled the following image:

Imagine also, that we want the ‘Profit’ field to be aggregated, so that only the total profit for each year is shown in the tabular report.

2. [highlight txt=’Create’] a report. At the ‘Report Data’ stage, [highlight txt=’drag’] only the fields relating to ‘Year’ and ‘Profit’ from the ‘Data Fields’ pane to the ‘Columns’ pane.

3. Select the Column containing [highlight txt=’profit’] data.

4. Select the [highlight txt=’Sum’] icon.

5. [highlight txt=’Preview’] the report. The preview should resemble the following image:

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