Be it a normal table or hierarchical data, Inforiver allows you to seamlessly manage subtotals and grand totals in a couple of clicks.

Let us take the case of the following dataset, with hierarchies across both rows & columns.

Managing Totals & Subtotals

Note that

(a) the row subtotals (Beverages & Water) are the top, and

(b) the column subtotals (International Total & US Total) are placed at the right

(c) There are no grand totals for rows or columns.

Let us add the grand total for rows & columns. Click on Home –> Total from the menu. A set of options drop down.

Managing Totals & Subtotals

Turn on the first two options…

Managing Totals & Subtotals

… and you would automatically see them reflected in the table.

Managing Totals & Subtotals

Note that the column Grand Total gets added to the right, while row grand total was added at the top.

To change the positions of row & column subtotals and grand total, click on Total –> Positions

Managing Totals & Subtotals

This opens a popup with several options.

Managing Totals & Subtotals

I change the selection to this…

Managing Totals & Subtotals

…and the row grand total & column subtotals get switched.

Managing Totals & Subtotals

There is one final interesting option that we need to try – “Enable row subtotal split”. Let me enable this and disable both the grand totals.

Managing Totals & Subtotals

Let us now look at Beverages. There is a header row with no values, followed by a set of records. At the end of this section, the records are totaled. This is the ‘split subtotal’ option. We decided to include this option in Inforiver as this format is commonly used in spreadsheets.

Managing Totals & Subtotals

And finally, the options explored above also allow you to create interesting patterns like this – where records are just grouped – with no subtotals. (Hint: Disable split subtotals AND turn off row subtotals).

Managing Totals & Subtotals

In summary, Inforiver allows you to set row & column subtotals & grand totals the way you want in an intuitive & flexible manner. These methods work for both flat tables & hierarchies.

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