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How to add customizable Sub-Totals. From Tips / Tricks Vol 4/21

Sneak: How to add customizable Sub-Totals

The Tips&Tricks Series is produced by the Customer Success Team. It highlights several easy to follow instructions and range from simple tasks to more advanced use cases.

How to add customizable Sub-Totals

Users can now select or deselect which attributes will be used in Sub-Totals. The ability to hide and show specific Sub-Totals increases the usability of grids by removing unneeded graphical clutter.

 

  1. In Discover, in an existing grid report, go to the query menu, and select total. Pick either row or column for sub totals. For this example, pick Row totals

  2. In the Total’s Wizard, you will be able to customize which hierarchy you can apply the subtotals. Under Totals Type, pick sub totals

  3. Under Sub Totals, pick the hierarchy, in this case country, click Apply

  4. Now your customized sub-total shows in the grid for only the hierarchy you chose

If you have questions about these tips (or improvements) please let us know in a comment.

P.S. We will post previous Tip&Tricks as well as all new ones to keep this information active and available to all users.

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