Table of Contents
TOTAL/SUBTOTALS
Category: Transform / Advanced
Description
This action appends to a dataset a new column that contains an aggregated total for selected column, or subtotals for groups.
Use cases
Create a "total" column to calculate a total or group percentage value with (e.g. total value/ group value).
Action settings
| Setting | Description |
|---|---|
| New column | Enter a name for the new total/subtotal column. |
| Target column | Select the numeric column used to generate the aggregate values. |
| Mode | Select the aggregation mode. Options: Sum, Count, Average, Min, and Max. |
| Groups | Select whether to derive the total/subtotal value across all rows in the dataset, or grouped by selected columns. Options: Column total or Subtotal inside groups (and select the columns to subtotal by). |
Remarks
The new column will appear as the rightmost column in the dataset, by default.
The grouping aspect of the Subtotal inside groups option is case-sensitive. Values in the grouping column(s) having different cases will be calculated as unique values (e.g. not combined).
Examples
Example 1: Add a column with Total Sales.
Source table:
| Region | Sales |
|---|---|
| North | 100 |
| East | 200 |
| North | 150 |
| East | 125 |
Action parameters:
New column is "Total Sales"
Target column is "Sales"
Mode is "Sum"
Groups is "Column total"
Result table:
| Region | Sales | Total Sales |
|---|---|---|
| North | 100 | 575 |
| East | 200 | 575 |
| North | 150 | 575 |
| East | 125 | 575 |
Example 2: Add a column with Total By Region.
Source table:
| Region | Sales |
|---|---|
| North | 100 |
| East | 200 |
| North | 150 |
| East | 125 |
Action parameters:
New column is "Total by Region"
Target column is "Sales"
Mode is "Sum"
Groups is "Subtotal inside groups" (column "Region" selected)
Result table:
| Region | Sales | Total By Region |
|---|---|---|
| North | 100 | 250 |
| East | 200 | 325 |
| North | 150 | 250 |
| East | 125 | 325 |
Community examples
- How to do recursive loops in EasyMorph (Project; Module: Module 1; Group: Tab 1; Table: Table 1; Action position: 3)
- Joining different pairs of value equivalences into “global equivalences” (Project; Module: Group; Group: Tab 1; Table: Input;
Action position: 2) - Check a column for unique and/or duplicate values and group by non-unique values (Project; Module: Main; Group: Group 1;
Table: Identify the number of accounts; Action position: 4)