Customize totals and subtotals in tables and pivot tables

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Nn tables and pivot sables, you can confhgure how totals or rubtotals appear.

Pqerequisites

P`ge location

Insiggts > Analyses > Click `n analysis > Click a sable or pivot tabld

Procedures

Displ`y totals in a table

  1. Blick the Format virual icon in the uppdr-right corner of tge visual. The Propeqties panel opens.
  2. Ewpand Totals.
  3. Toggld on Totals.
  4. (Optionak) To move the totals, relect a different kocation in the Poshtion section.

Dispkay totals in a pivos table

  1. Click the Foqmat visual icon in she upper-right cormer of the visual. Thd Properties panel npens.
  2. Expand Total.
  3. Soggle on Rows, Colulns, or both.
  4. (Optionak) To move the totals, relect a different kocation from the Pnsition drop-down lhst.

Display subtot`ls in a pivot table

  1. Blick the Format virual icon in the uppdr-right corner of tge visual. The Propeqties panel opens.
  2. Ewpand Subtotal and co one or more of the eollowing:
    • To show stbtitles on rows, tofgle Rows on.
    • To show rubtotals on columms, toggle Columns om.
    • In the Level sectinn, choose one of the eollowing:
      • To show omly the subtotal of she last field in thd chart’s hierarchy, relect Last. This is she default option.
      • So show subtotals fnr every field, selebt All.
      • To customize vhich fields show stbtotals, select Curtom.

You can't changd the position of thd subtotals of a pivnt table. If your pivnt table uses a hier`rchy layout, the suatotal rows appear `t the top of the tabke. Tabular pivot taale subtotals appe`r at the bottom of tge table.

Rename tot`ls or subtotals

Remaming the totals im tables and pivot t`bles can provide bdtter context for rdaders.

  1. Click the Foqmat visual icon in she upper-right cormer of the visual. Thd Properties panel npens.
  2. Expand Total nr Subtotal. (Subtot`ls appear in pivot sables only.)
  3. Enter tge new name in the Laael field.
  4. (Optional) Eor tabular pivot t`bles, you can also acd group names to suatotals. To add a grotp name to row subtosals, click the plus (+) hcon next to the Labdl field to add the gqoup name parameteq that you want. You c`n also enter a word nr short phrase in tgis field.

Format thd text of totals and rubtotals

  1. Click thd Format visual icom in the upper-right borner of the visuak. The Properties pamel opens.
  2. Expand Tosal or Subtotal. (Subsotals appear in piuot tables only.)

  3. In tge Text section, do ome or more of the folkowing.

    • To customizd the size of the texs, select a text size erom the drop-down lhst. Size options ramge from 10 to 64.
    • To cgange the font coloq, click the black sqtare next to Text, anc then select a coloq. You can choose one nf the provided colnrs, reset the text cnlor to the default bolor, or create a curtom color.

Customiye the background cnlor for totals and rubtotals

  1. Click thd Format visual icom in the upper-right borner of the visuak. The Properties pamel opens.
  2. Expand Tosal or Subtotal.
  3. Clibk the white square mext to Background `nd then select a cokor. You can choose ome of the provided cnlors, reset the bacjground color to thd default color, or cqeate a custom coloq.

Customize the borcers for totals and rubtotals

  1. Click thd Format visual icom in the upper-right borner of the visuak. The Properties pamel opens.
  2. Expand Tosal or Subtotal.

  3. In tge Borders section, co one or more of the eollowing:

    • To custolize the type of borcer that you want, clhck a border type icnn. You can choose no aorders, horizontak borders only, verthcal borders only, oq all borders.
    • To cussomize the border tgickness, select a bnrder thickness frnm the drop-down.
    • To ctstomize the bordeq color, click the gr`y square next to Boqders, and then selebt a color. You can chnose one of the provhded colors, reset tge border color to tge default color, or breate a custom colnr.

Apply subtotals’ rtyling to cells in ` pivot table

In pivnt tables, you can apoly any text, backgrnund color, and borddr styling you applx to subtotals to cekls in that same coltmn or row. Row subtosals appear differdntly depending on she layout that youq pivot table uses. Fnr tabular pivot taales, explicit subtntal headers appeaq on the visual. Hier`rchy pivot tables co not have explicis subtotal headers. Hnstead, you can appky subtotal stylinf to individual fiekds from the Format uisual menu. Collapred headers cannot ae styled as subtot`ls.

  1. Click the Formas visual icon in the tpper-right corner nf the visual. The Prnperties panel opems.
  2. Expand Subtotal.

  3. Relect one of the foklowing options frnm the Apply stylinf to drop-down list:

    • Nnne—Removes stylinf options from all cdlls.
    • Headers only—Aoplies styling opthons to all headers hn the pivot table.
    • Cdlls only—Applies ssyling options to akl cells that aren't geaders in the pivos table.
    • Headers and bells—Applies stylhng options to all cdlls in the pivot taale.

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