Summary Row/Column

Version

Application Scenario

You can set the position of the summary row, the style of the total/in-group summary row, and the summary method in group tables and cross tables, as shown in the following figure.

Usage Scope

You can use the summary row/column in group tables and cross tables.

You can set the display position of the summary row to Top/Bottom. For example, set the display position to Top, as shown in the following figure.

Total Summary Row

You can determine whether to display the total summary row and in-group summary row by selecting/deselecting the checkbox.

Total Summary Row allows you to set Display Name, Font, and Background Color, as shown in the following figure.

Note:

1. You can also set the display status of the summary row for the copied dimension fields.

2. If you drag in new dimension fields, the summary row is not selected by default. In addition, the operation does not take effect no matter whether you select/deselect the summary row for the last dimension field.

In-Group Summary Row

You can determine whether to select In-Group Summary Row and set In-Group Summary Row for specific dimension fields. You can also set Display Name, Font, Background of the in-group summary row.

For example, to only display the summary row of Contract Amount and Received Payment corresponding to Province and City, you can first select In-Group Summary Row and then select Province and City, as shown in the following figure.

You can set the display status of the summary column in the cross table with the same method as that of the summary row.

In FineBI 6.0.16, checkboxes are added in front of indicators under Summary Row/Column > Summary Method. You can hide the summary row/column of an indicator by deselecting the checkbox, as shown in the following figure.

You can also set the position and style of the summary column under Summary Row/Column > Column of the cross table, with the same method as that in section "Summary Row", as shown in the following figure. 

Summary Method Type

You can set the summary method of the corresponding indicator on the Summary Method tab to Auto/Sum/Average/Maximum/Minimum/Median/Variance/Standard Deviation/Hide, as shown in the following figure. 

If you select Auto, the system calculates the detailed data based on the summary method.

If you select other methods, the system first calculates the detailed data based on the selected summary method and then calculates the obtained results.

Note:

For the field Count, indicators converted from dimensions, and calculation indicators using the COUNTD_AGG function, the summary method is set to Sum by default. For other indicators except the above three types, the summary method is set to Auto by default.

The following sections introduce the difference between the summary method Auto and other summary methods in detail through an example.

Difference Between Auto and Other Summary Methods

You can download the sample data Sample Data.xlsx.

The details of the sample data are shown in the following figure.

The average of all detailed data is 4.25.

1. Click the Group Table icon, drag fields into Dimension and Indicator, group Date by Year-Month, and set Summary Mode of the field Amount to Average, as shown in the following figure.

2. Set the summary method of the first Amount to Average and the summary method of the other to Auto. You can view that the summary results are different for the same fields Amount with different summary methods, as shown in the following figure.

The following table introduces the calculation logics of the summary methods Auto and Average.