This is an old revision of the document!
Table of Contents
TOTAL/SUBTOTALS
Category: Transform / Math
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:
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:
Region | Sales | Total By Region |
---|---|---|
North | 100 | 250 |
East | 200 | 325 |
North | 150 | 250 |
East | 125 | 325 |