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How to Add Numerical Summaries to a Table

Danielle Kellogg Updated by Danielle Kellogg

Scenario

Tables can be great for reporting and gaining quick insights into your data. Especially with a feature like row summaries. With column summaries, you can add numerical summaries to your tables.

For example, we have an Order Items report that includes the amount spent on each order item. To see the total amount spent on all order items, we’ve added a sum row summary called “Total” to the table:

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To get more insights, we added row summaries to see the average, minimum and maximum amounts spent on order items:

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For more features on using tables as reports, try out grouping or display rules that add color and icons to your tables.

Requirements

If this your first time creating an app, you'll need to know some basics about adding objects, fields, pages, and views. You can start by reading our Builder Basics section

Other good resources can be found in our designing the database and building pages sections of the knowledge base.

Steps

Select the Page with the Table

In the Pages section of the Builder, select the page that holds the table you want to add row summaries to.

Open the Table Editor

Click on the table view on the page preview to open the editor.

Go to the Settings Section

In the view editor, go to the Settings section and click the “Add Summary” link below to Column Summaries:

Choose a Summary Option

Select whether you want to summarize the sum, average, maximum, or minimum of the values and rename the label on the left as you like:

Add More Row Summaries

To add more row summaries, click on the green “plus” icon. You can add as many row summaries as you need:

Disable Row Summaries for Certain Columns

When column summaries are enabled, any numeric columns will automatically be summarized. However, if there are columns that you don’t want to be summarized, you can specify that.

For example, in the table below, there are three columns being summarized: Qty, Price, and Total. But we only want the Total column to be summarized.

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To remove the summary from the Qty and Price columns, hover over the Qty column and click the edit “pencil” icon to edit that column:

Then we’ll set the “Allow Summary” property to No:

That process can be repeated for any columns that shouldn’t be summarized.

How did we do?

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