Calculating totals in documents

Totals reflect accumulations at selected levels and can be applied to any document. A metric is calculated differently depending on its location in the document; for specifics, see Calculating totals and summary metrics in documents.

A total uses the default subtotal function as set in the metric definition. To specify the function used to calculate a subtotal, create a summary metric.

To calculate a total

1. Open the document in the Document Editor. How?

2. In the Layout area, right-click the metric to be totaled and select Copy.

3. Right-click in the position to place the metric and select Paste.

   • If you copy the metric to a Group Header or Group Footer, the metric will be subtotaled at that level.

   • If you copy the metric to the Page Header, Page Footer, Document Header, or Document Footer, a grand total for the metric will be calculated.

Copying the metric from the Layout area also copies the metric's formatting. If you drag the metric from Dataset Objects, the control default formatting is used.

Related Topics

• Creating summary metrics in documents

• Adding data fields to documents