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Insert Summary Dialog Box

Use the Insert Summary dialog box to summarize the data in a field in your report. You can insert summaries, subtotals, and grand totals while using this dialog box.

This dialog box appears when you right-click in the Report Designer, point to Insert, and click Summary.

Choose the field to summarize This list displays the fields and formulas used in the report along with the fields available in the report's data source tables. Select the field that you want to summarize.
Calculate this summary This list contains all the summary operations available for use in your report. Select the desired operation.

Note

Not all the summary types available apply to all fields. For example, you cannot sum or average a text, Boolean, date/time, time, or date field.

Summary location This list contains the locations in your report in which you can place a summary. By default, every report can contain a summary field in the Report Footer (this is a Grand Total). If you want to add a different kind of summary, such as a subtotal, add a group using the Insert Group button.
Insert Group Use this button to add a group to your report. The Insert Group dialog box appears. After you save your group, it appears in the Summary location list and can be selected.
Show as a percentage of Select this check box if you want to calculate the percentage total of one group within a broader grouping. For example, you can show the percentage of sales in each city based on the total sales for each country.

After you select the check box, you can choose the total or group you want the comparison to be based on.

Note

The percentage option is available only when the result of a summary operation is numeric.

Summarize across hierarchy This option enables you to calculate a summary across hierarchical groupings. To set or edit Hierarchical Options for existing groups, click Hierarchical Grouping Options on the Report menu.

See Also