Subtotals

Subtotals are totals of selected groups of your metric data, totaled at a level you select. (For a definition and examples of levels of aggregation, see How data is aggregated on a report: metric level.) A subtotal lets you see the totals for subgroups of your report data.

A metric's designer must enable grand totals and/or subtotals for a metric. If grand totals and/or subtotals have been enabled, an analyst can choose to either display or hide them for that metric on a given report. Analysts can also change the function used with a subtotal. The subtotal functions available include sum, count, minimum, maximum, average, and median, as well as others.

Analysts also have the ability to change the level at which a subtotal is calculated. For background information on levels, see How data is aggregated on a report: metric level in Answering Questions about Data.

Report designers can also construct custom subtotals in MicroStrategy Developer that, for example, allow you to apply subtotals to selected metrics only. Custom subtotal functionality is explained in detail in the Advanced Reporting Guide.

Displaying subtotals

You can choose to display a subtotal across levels on a report, display grand totals, or display all subtotals.

You can select the value that is displayed in place of a null value in a subtotal. For steps, see Formatting null values and blank cells.

To display subtotals in Developer

This procedure assumes that the person who created the metric has enabled grand totals or subtotals for the metric.

  1. Open a grid report.
  2. From the Data menu, select Subtotals.
  3. Select the type of subtotal function you want to use on the report.
  4. Click Advanced.
  5. In the Applied levels section, specify the level on the report at which to calculate the selected subtotal.

    For a definition of a level and examples, see How data is aggregated on a report: metric level in Answering Questions about Data.

    The levels you can select from are:

    • By position: Apply the subtotal to particular parts of the report: rows, columns, and/or page-by fields. Each of these is considered an axis of the grid report. Then select one of the following:
      • Grand Total: Apply only the subtotal across the whole axis.
      • All Subtotals: Apply the subtotal across all levels on the axis.
      • None: Apply the subtotal to no level of the axis.
    • Across level: Apply the subtotal to all attributes and hierarchies available on the report. When you select this, attributes and hierarchies are listed for you to choose from. Select those you want to subtotal.
    • Group by: Apply the subtotal by the selected attribute across all other attributes on the report, regardless of position. This works best if the report has been sorted based on the attribute you want to group the subtotal by. When you select this, click Add to add new group-by levels. The Grand Total check box adds a subtotal grouped by nothing, which means the grand total is calculated based on all attributes on the report.
  6. Click OK.

To display subtotals in MicroStrategy Web

This procedure assumes that the person who created the metric has enabled grand totals or subtotals for the metric.

  1. Open a grid report.
  2. From the Data menu, select Edit Totals.
  3. From the Definitions tab, select the type of subtotal function you want to use on the report.
  4. Click OK.

For information on using subtotals in custom groups, see the Custom Groups and Consolidations chapter in the Advanced Reporting Guide.