Home Page Charts: Summaries in Tables

Summaries in Tables

Introduction

This guide represents an example table where operators are used. For more information about creating tables in general, see the guide Table.

In this example case, the table is used to report the sub totals of invoices by account from the previous year. The table is therefore grouped by account (account’s Account No).

Fields

The grouping field, in this case Account No, is always shown as the first column in the table. For the second column, we’ll select account’s name, which makes the table more understandable than with just the account number. The table is also ordered by the account name (alphabetical order). As the third column, we’ll select the invoices’ Sub Total and the Sum operator, so that all the sub totals of the account’s invoices can be summed.

Conditions

On conditions, we’ll select the previous year as the time range. No other limitations or filters are needed for this example.

Grouping

The field selected as the grouping field is automatically copied to Grouping tab. No additional grouping is needed.

Outcome

The outcome of this example is a table, which shows the accounts in alphabetical order with the combined sub totals of their invoices from the previous year.

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