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Principiante's avatar
Principiante
Regular Visitor
7 months ago
Solved

Inserting Subtotals in a Table

Hi Everyone, I would need to add subtotals to a table. I have checked various sources and they all suggest to use a Matrix whereas what I'm looking for, and I'm not sure whether it is possible, is t...
  • cengizhanarslan's avatar
    7 months ago

    Use a Matrix but make it look like a Table

    • Put your detail fields (Customer, Document No., Line, Item, …) in the Matrix Rows

    • Put Total_Sales in Values

    • Put Location as the first row level (above the details)

    • Turn on Subtotals for Location

    • Then format it to look like a Table:

      • Row headers: Stepped layout = Off

      • Subtotals: On (only for Location)

      • Gridlines / outline: adjust to match your table style

  • d_m_LNK's avatar
    7 months ago

    I would add to the steps that cengizhanarslan suggestes to use the Outline or Tabular formatting in the matrix visual. This was the game changer for our team.  This is under the format pane: