Feature Highlight: Row Summaries

06/01/2017 Posted by Odalis

Tables can be great for reporting and gaining quick insights into your data. Especially with a feature like row summaries. With row summaries, you can add numerical summaries to your tables.

For example, we have an Order Items report that includes the amount spent on each order item. To see the total amount spent on all order items, we’ve added a sum row summary called “Total” to the table:

To get more insights, we then added row summaries to see the average, minimum and maximum amounts spent on order items:

For more features on using tables as reports, try out grouping or display rules that add color and icons to your tables.

How to Add Row Summaries to a Table

Now that you’ve seen how row summaries work, here are the steps for adding them to your tables.

1. In the Pages section of the builder, select the page that holds the table you want to add row summaries to.

2. Click on the table on that page to open the editor.

3. Go to the Options section and click the “Add Summary” link next to Row Summaries:

4. Select whether you want to summarize the sum, average, maximum, or minimum of the values and rename the label on the left as you like:

5. To add more row summaries, click on the green “plus” icon. You can add as many row summaries as you need:

Note: When row summaries are enabled, any numeric columns will automatically be summarized. However, if there are columns that you don’t want to be summarized, you can specify that.

For example, in the table below, there are three columns being summarized: Qty, Price, and Total. But we only want the total column to be summarized.

To remove the summary from the Qty and Price columns, we’ll go to the Columns section of the editor. We’ll hover over the Qty column and click the edit “pencil” icon:

Then we’ll set the “Allow Summary” property to No:

That process can be repeated for any columns that shouldn’t be summarized.