Calculating totals in documents

Totals reflect accumulations at selected levels and can be applied to any document. A metric is calculated differently depending on its location in the document; for specifics, see Calculating totals and summary metrics in documents.

A total uses the default subtotal function as set in the metric definition. To specify the function used to calculate a subtotal, create a summary metric.

To calculate a total

  1. Open the document in Design Mode or Editable Mode.

  2. In the document layout area, right-click the metric to be totaled and select Copy.

  3. Right-click in the position to place the metric and select Paste.

  4. Note: Copying the metric from the Layout area also copies the metric's formatting. If you drag the metric from Dataset Objects, the control default formatting is used.

Related topics