Adding a Summary Value Item as an Overall Total

When editing or configuring a report, you can choose to add summary total and subtotal items at different positions (top or bottom) or breaklevels within the report. To add a Summary Value that represents the summation of all the values in a summary column, and not a set of individual values for a selected dimension, you must configure the Summary Value as an Overall Total. This topic describes the steps you must take to add an Overall Total item to the bottom of the Cases sold column.

Complete the following steps:

  1. Open the marker file containing the baseline report with deleted items. Alternatively, open the marker you saved from Adding a Summary Value Item to view the progression of adding back all of the items deleted from the baseline report.
  2. To display the report in edit mode, click the Lock/Unlock icon.
  3. To open the Add Item dialog box, click the Add Item icon and complete the following actions:
    • For Item Type, select Summary Value.
    • For Summary Name, select Cases.
    • For Summary Breaklevel, select Overall Total.
    • In the Breaklevel tab, set the Breaklevel Dimension to Company and the Location to Tail.
    • In the Position tab, set the Column to Column D.
    • In the Style tab, set the Style Name to Total-Bottom, Horizontal to Right, and Vertical to Top.
  4. Click OK to Closedadd the Cases summary value to the report as an overall total.
  5. NOTE: You can save this report as a marker and continue with Adding a Text Item for an Overall Total to build back all of the items deleted from the baseline report.