Subtotaling columns

In the Reports app, you can subtotal a column to define a total or sum of values in a column.

How it works

You can subtotal any numeric field that has been defined as a column in a report.

For more granular reporting, you can use Sections to break the report up into smaller parts, and define subtotals for each section.

For more information, see Formatting sections in reports.

Permissions

Only Report Admins and Report Writers can subtotal columns.

Define columns

1. From the Launchpad home page (www.highbond.com), select the Reports app to open it.

   If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Reports app.

2. Open a report and navigate to the Data tab in Report Builder.
3. Locate the fields you want to add as columns by doing any of the following:
   • Enter a keyword in the Search field.
   • Expand the folders to navigate to the appropriate dimension and metric fields.
     • Dimension attributes of your data that describe records, such as Likelihood or Severity.
     • Metric values to be measured in the report, such as Cost Impact or Project Budget.
     • Date represent date values, such as Control Created or Control Updated.

       For more information, see Creating reports.

4. Drag the fields from the data fields list to the Columns list:
   • To reorder columns, select the field in the Columns list and drag it to a new position in the list.
   • To remove a column, select the field in the Columns list and drag it back to the data fields list.
     Tip

     You can Ctrl+click to select multiple non-adjacent fields, or Shift+click to select multiple adjacent fields from the same category.

Subtotal a column

1. From the Launchpad home page (www.highbond.com), select the Reports app to open it.

   If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Reports app.

2. Open an existing report.
3. Complete one of the following actions from the Data tab:
   • Click the down arrow next to the numeric field in the Columns list that you want to subtotal.
   • In the preview area, click the down arrow   next to the numeric field that you want to subtotal.
4. Select Totals > Sum.

   A subtotal of the column displays at the bottom of the table.

   Tip

   While you cannot subtotal character and datetime fields, you can generate a total count for these fields (the number of values in the column). To do this, select the down arrow   next to the field, and select Totals > Count.