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  1. Charts and Visual Discovery
  2. Charts Overview
  3. Summary Sheet

Inserting a Summary Sheet

PreviousSummary SheetNextSummary Sheet Toolbar

Last updated 4 years ago

A can be used to examine rolled-up or aggregated data for several measures tables based on a particular categorical dimension.

Inserting a New Summary Sheet

  1. In the Author Ribbon, click on the "Add New Chart" button (under Pick Charts) and click Summary Sheet.

  2. If the Data Configuration form is not already showing, click the configuration button to open the Data Configuration window. If the Data Table shown is not the one you want, use the drop-down list to select the right one.

  3. From the Primary Field pulldown list, select the field that will serve as the focus of the Summary Sheet.

  4. Select all Summary Fields to be included in the Summary Sheet by checking the boxes next to the field names. To select all fields, click the Check All button (conversely, click Uncheck All to de-select all fields). A checkmark indicates the field has been selected.

  5. Choose the aggregation Calculation for each Summary Field from the drop-down list. If you choose Ratio, then also choose a Denominator field from the drop-down list in the last column.

  6. Click OK. The summary sheet displays the data you selected in a columnar format.

See also:

Summary Sheet
Summary Sheet Toolbar
Summary Sheet Chart
Visual Discovery