Aptify provides the ability to define and display summary information in a list view, providing greater visibility to aggregate data without having the create a chart view or pivot table. To display summary data, a user defines the field and aggregate function to summarize by and configures how the data should be grouped. Figure The example below is an example of a list view from the Orders service that displays Order Totals grouped by the Ship To company with the aggregate data displayed below each group.
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- Create a new list view or open the View Properties dialog for an existing list view in which you want to display aggregate data.
- Go to the Grouping tab.
- Select the Enable Grouping option.
- The Field, Display and Summary Position fields become enabled.
- The Field, Display and Summary Position fields become enabled.
- Select the field you want to summarize by in the Field drop-down list.
- Enter a Caption for the summary data.
- Select the position of the summary information from the Summary Position drop-down list. The options available are:
- BelowData: The summary information is displayed below each grouping.
- AboveData: The summary information is displayed above each grouping.
- Select the Fields tab and add the field that you want to summarize by in the view to the Selected Fields window.
- From the Selected Fields window, select the summary field and select the function you want to use to calculate the summary information from the Aggregate Function column's drop-down list. The available options are:
- Average: Displays the average of the values in a grouping.
- Count: Displays the number of values in a grouping.
- Max: Displays the highest value in a grouping.
- Min: Displays the lowest value in a grouping.
- Percent: Displays the percentage of each grouping's values compared to the total value of all groups in the view.
- Sum: Displays the total value in a grouping.
- Click OK to save and run the view.
Once the view is configured, a user can expand and collapse the summary information by selecting the plus or minus sign to the left of the summary caption.
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If your list view is configured as a hierarchical view or uses a customized SQL statement, summary information cannot be displayed and will be disabled when the view is saved. |
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