Adding Totals and Subtotals to Pivot Tables

Pivot tables can display totals and subtotals on rows and columns.
To add totals and subtotals to a pivot table:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click Options button, the Options button, next to an analysis and select Edit.
  4. On the analysis page, select a pivot table.
  5. To display totals, click Menu options button, the Menu options button, in the top-right corner of the pivot table and select Show totals for rows or Show totals for columns.
    You can remove the totals by selecting Hide totals for rows or Hide totals for columns from the menu.
  6. To display subtotals, click Menu options button, the Menu options button and select Show subtotals for rows or Show subtotals for columns.
    You can remove the subtotals by selecting Hide subtotals for rows or Hide subtotals for columns from the menu.
  7. To unpin the row with the totals so that it moves along with the other rows when you scroll, click Menu options button, the Menu options button and select Unpin totals for rows.
  8. To change the default aggregation method for the totals, click Options button, the Options button, next to a field from the Values field well in the Visuals panel, then select Totals and one of the available aggregate functions:
    • Default – Uses the same aggregation as the metric field.
    • Sum – Calculates the sum of the data.
    • Average – Calculates the average of the data.
    • Min – Calculates the minimum value of the data.
    • Max – Calculates the maximum value of the data.
    • None (Hide) – The totals are not calculated and the total cells are left blank.

    These limitations apply to custom totals:

    • Conditional formatting is not supported for custom totals.
    • Total aggregations, such as Min, Max, Sum, and Average, are not supported for string columns.
    • The Average and Sum total aggregation functions are not supported for date and time columns.

  9. Click Format visual icon, the Format visual icon, in the top-right corner of the pivot table to open the Properties panel and configure the formatting settings from the Total and Subtotal sections.
    1. To format row and column totals, expand the Total section and customize the label, the position, the background color, the text color and size, and the border settings under Rows and Columns.
      To also apply the formatting to all the cells in the same row or column as the totals, enable the Apply styling to cells option.
    2. To format row and column subtotals, expand the Subtotal section and configure the settings available under Rows and Columns.
      • Under Level, specify whether to show only the subtotal of the last field in the chart hierarchy, to show subtotals for every field, or to show subtotals only for specific fields.
      • Customize the label, the background color, the text color and size, and the border settings.

        For tabular pivot tables, you can also add group names to row subtotals. Enter a group name in the Label field or add a group name parameter.

      • For row subtotals, select an option under Apply styling to to specify whether to apply the formatting only to headers, only to cells, or to both headers and cells .
      • For column subtotals, enable the Apply styling to cells option if you want to also apply the formatting to all the cells in the same column as the subtotals.
Parent topic: Using Pivot Tables