Column Totals are a powerful way to summarize and analyze data within a single field of a record, especially in grid view. Depending on the field type, you can choose from various summary options to quickly understand your data.
Plan Availability | All plan types |
Permissions | General Access: Users can view column totals based on their permissions. |
Related Reading |
Summary Options by Field Type
Depending on the type of field, you will have different options of how you want to total the column:
Qualitative Fields such as: Text fields, Select fields, and Title fields will allow you to summarize: Empty (Quantity), Filled (Quantity), % Filled, % Empty.
Numerical Value Fields will allow more summing capacities including: Empty (Quantity), Filled (Quantity), % Filled, % Empty, Sum, Lowest, Highest, Average, Median, Standard Deviation, Range
Date fields will allow you to summarize based on: Empty (Quantity), Filled (Quantity), % Filled, % Empty, Earliest Date, Latest Date, Date Range.
Status fields have their own special Column Total that gives you a real time visual makeup of your status fields.
See Below:
Configuring Summary Columns
To configure a summary for a specific column, follow these steps:
Select the Grid View you want the summary to display in.
Locate the field’s column and scroll to the footer at the bottom.
Click on the footer cell and select the type of summary you want to display.
Practical Scenarios and Use Cases
1. Financial Reporting
Scenario: The Finance team requires insights into monthly expenses across various departments.
Solution: Leverage numerical fields to calculate totals and averages.
2. Project Milestones
Scenario: A project manager tracks milestone completion dates for multiple ongoing projects.
Solution: Use date fields to summarize the earliest and latest completion dates and identify gaps in project timelines.