Add a Simple Summary

You can add simple summaries to the groups in a report by using the summarize button in the toolbar. This button provides a subset of the summary functions available in IBM® Cognos® Report Studio. For list reports, a Custom option is also available so that you can add your own summary function in the expression of the data item.

The summarize button sets the rollup aggregate property for the data item to the selected summary, and places the data item into an appropriate footer. A footer is created for each group as well as an overall footer, unless they already exist.

In lists, the summary appears as a footer. If the column to which you added a summary is grouped, group and overall summaries appear. In crosstabs and charts, the summary appears as a node.

To change a summary, select it and, in the Properties pane, under Data Item, click Rollup Aggregate Function and choose a different function.

In crosstabs, you can add multiple summaries at the same level. For example, you have a crosstab with Product line as rows, Order year as columns, and Revenue as the measure. For Product line, you can add the Total summary as a header, which will total all revenue for each order year. You can then add the Average summary as a footer, which will give the average revenue of all product lines for each order year.

For information about adding a rolling or moving average, see Rolling and Moving Averages.

Procedure

Click the column to which to add a summary.
Click the summarize button and click a summary type.
To change the summary label, do the following:
- Click the label.
- In the Properties pane, under Text Source, set the Source Type property to the source type to define the label.
  For example, set it as Data Item Value to produce a dynamic label for the summary based on data item values.
- Set the property under Source Type to specify the label.
  This property depends on the source type you chose. For example, if you chose Data Item Value as the source type, set the Data Item Value property to the data item to use to define the label.