How to add a summary to a list

In this article, we use the Sales dashboard as an example. Open this module and select the 'Orders' tab. Optionally, use a filter to limit the data. With the 'Summarize' function, it is possible to display a summary. This can be done per column, but also on groupings. For example, you can show the number of orders per debtor or their total value. Summarizing can be done via the list summary and the group summary.

List Summary

The 'Show list summary' option can be found in every list in MKG. Right-click in the list and choose: List settings » Summary » Show list summary.

A gray bar will now appear under the list. Right-click in this bar under the column you want a summary for, and select the desired summary:

• Sum: A sum of the values.
• Min: The minimum value.
• Max: The maximum value.
• Count: The number of rows.
• Average: The average value.  

You can add a summary to as many columns as you like, and you can add multiple summaries to the same column. For example, navigate with your mouse to the Sales order column and choose 'Count' to present the total number of orders in the search list. If you then right-click under the same column in the gray summary bar (in the 'Count' field in this case) and click 'Add summary', you can add multiple summaries. For example, also display the average. The list summary shows the totals of the entire search list, not per group. For that, you can use the group summary.

Selecting your own rows for your summary

It is possible to create a summary of only a part of the list you select. If you want this, you need to right-click in the list and go to 'List settings'. Then click on 'Multiple selection' to add a column with checkboxes at the front of the list. Here you can indicate which rows you want to include in your summary. This option only becomes available if you have already created a summary. If you right-click in the gray summary bar, for example in the 'Count' field we created in the previous example, you will now also see the 'Mode' option. This allows you to choose which rows you want a summary for:

• All rows: You get a summary of all rows in the list, regardless of the checked checkboxes.
• Selection: You get a summary of the checked checkboxes.
• Mixed: If no checkboxes are checked, you get a summary of all rows. If checkboxes are checked, you get a summary of your selected rows. 

Group Summary

If you want to see the totals per grouping, you can also create a summary of the group. First, create a grouping (here you can read how to do that). Then right-click in the list and choose: List settings » Summary » Group. You now have 4 options for displaying the summary at the group level. The option you choose here also determines how the list is displayed:

• Hide: No summary per group is shown.
• Show for expanded group: The summary is only shown for the selected expanded group in the extra summary bar.
• Always show: The summary bar is always shown with each group, causing the list to be stretched with extra data to present the summary.
• Show in group header: No summary bar is shown, but the information is displayed in the main cell at the top. This way, the group summaries are all visible at a glance, without having to open them separately.

Choose the option that suits your needs. The summary is then applied immediately.