Customize how totals in tables are calculated

Insights authors can define the total and subtotal aggregations for their table or pivot table visuals from the field wells.

Prerequisites

You have the Insights Author license.
You have created a table or pivot table. See Use tables as visuals or Create a pivot table for instructions.
(For tables) The Totals setting (Format visual > Properties > Totals) is toggled on.

Page location

Insights > Analyses > Click an analysis > Click a table

Procedure

Change the aggregation of a total or subtotal

In the Value field wells, click the three dots next to the field that you want to change.
Hover over Total, and then select the aggregation that you want. The following options are available.
- Default—The total calculation uses the same aggregation as the metric field.
- Sum—Calculates the sum of the data in the visual.
- Average—Calculates the average of the data in the visual.
- Max—Calculates the maximum value of the data in the visual.
- Min—Calculates the minimum value of the data in the visual.
- None (Hide)—Totals are not calculated. If you select this option, the total and subtotal cells in the visual are left blank. If the outer dimension is sorted with the metric field that calculates the total or subtotal, the dimension is sorted alphabetically. If you change the value from None (Hide) to another value, the outer dimension is sorted by the subtotals that are calculated with the specified aggregation type.

The following limitations apply to custom totals.

Conditional formatting is not supported for custom totals.
Total aggregations aren't supported for string columns. Total aggregations include Min, Max, Sum, and Average.
Date columns are incompatible with Average and Sum total aggregation functions.