Customize totals and subtotals in tables and pivot tables

On tables and pivot tables, you can configure how totals or subtotals appear.

Prerequisites

• You have the Insights Author license.

• You have created a table or pivot table. See Use tables as visuals or Use pivot tables for instructions.

Page location

Insights > Analyses > Click an analysis > Click a table or pivot table

Procedures

Display totals in a table

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Totals.
3. Toggle on Totals.
4. (Optional) To move the totals, select a different location in the Position section.

Display totals in a pivot table

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Total.
3. Toggle on Rows, Columns, or both.
4. (Optional) To move the totals, select a different location from the Position drop-down list.

Display subtotals in a pivot table

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Subtotal and do one or more of the following:
   • To show subtitles on rows, toggle Rows on.
   • To show subtotals on columns, toggle Columns on.
   • In the Level section, choose one of the following:
     • To show only the subtotal of the last field in the chart’s hierarchy, select Last. This is the default option.
     • To show subtotals for every field, select All.
     • To customize which fields show subtotals, select Custom.

You can't change the position of the subtotals of a pivot table. If your pivot table uses a hierarchy layout, the subtotal rows appear at the top of the table. Tabular pivot table subtotals appear at the bottom of the table.

Rename totals or subtotals

Renaming the totals in tables and pivot tables can provide better context for readers.

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Total or Subtotal. (Subtotals appear in pivot tables only.)
3. Enter the new name in the Label field.
4. (Optional) For tabular pivot tables, you can also add group names to subtotals. To add a group name to row subtotals, click the plus (+) icon next to the Label field to add the group name parameter that you want. You can also enter a word or short phrase in this field.

Format the text of totals and subtotals

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Total or Subtotal. (Subtotals appear in pivot tables only.)

3. In the Text section, do one or more of the following.

   • To customize the size of the text, select a text size from the drop-down list. Size options range from Extra small to Extra large.
   • To change the font color, click the black square next to Text, and then select a color. You can choose one of the provided colors, reset the text color to the default color, or create a custom color.

Customize the background color for totals and subtotals

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Total or Subtotal.
3. Click the white square next to Background and then select a color. You can choose one of the provided colors, reset the background color to the default color, or create a custom color.

Customize the borders for totals and subtotals

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Total or Subtotal.

3. In the Borders section, do one or more of the following:

   • To customize the type of border that you want, click a border type icon. You can choose no borders, horizontal borders only, vertical borders only, or all borders.
   • To customize the border thickness, select a border thickness from the drop-down.
   • To customize the border color, click the gray square next to Borders, and then select a color. You can choose one of the provided colors, reset the border color to the default color, or create a custom color.

Apply subtotals’ styling to cells in a pivot table

In pivot tables, you can apply any text, background color, and border styling you apply to subtotals to cells in that same column or row. Row subtotals appear differently depending on the layout that your pivot table uses. For tabular pivot tables, explicit subtotal headers appear on the visual. Hierarchy pivot tables do not have explicit subtotal headers. Instead, you can apply subtotal styling to individual fields from the Format visual menu. Collapsed headers cannot be styled as subtotals.

1. Click the Format visual icon in the upper-right corner of the visual. The Properties panel opens.
2. Expand Subtotal.

3. Select one of the following options from the Apply styling to drop-down list:

   • None—Removes styling options from all cells.
   • Headers only—Applies styling options to all headers in the pivot table.
   • Cells only—Applies styling options to all cells that aren't headers in the pivot table.
   • Headers and cells—Applies styling options to all cells in the pivot table.

Related topics

• Format headers in tables and pivot tables
• Customize cell formatting in tables and pivot tables
• Resize rows and columns in tables and pivot tables
• Hide or show elements in pivot tables