Filtered summary provides developers with control to dynamically filter and summarize multiple columns of data.
This tutorial explains how to use Filtered Summary’s basic features.[/ezcol_2third] [ezcol_1third_end]
Step 1Â Bind Source Data
Bind source data containing multiple columns containing a combination of dimensions and measures.
Note: When you define source data, you will NOT include headers.
Step 2Â Destination
Bind a destination range, which will be where the summarized and/or filtered data will be inserted. Typically, if you are aggregating data, the destination range does not need Â to be the same number of rows.
Note: Your destination range should be the same number of columns as the source.
Step 3Â Aggregation Column
The aggregation column is a numeric index, that defines how Filtered Summary will aggregate data. By default Filtered Summary will use column one as the default. When Aggregate column is enabled, Filtered Summary will locate all distinct values in the aggregate column and then apply column calculations (Step4)
Note: Filtered Summary supports multiple column calculations. To use multiple column calculations, use a comma separated value.
Step 4Â Column Calculation
For each column, you can define a calculation. Calculations are only applicable to columns that contain values. Available calculations are sum, count, and average.
Step 5Â Column Filters
Any column can have filters by binding the Columns Filters property to a single cell. Once bound, you can choose one of multiple filter types.
Note: When using multiple columns containing filters, Filtered Summery uses “AND” logic to constrain and filter your data set.
Step 6 “All” Selection
Filtered Summary provides a mechanism to select “All” records. By default, Filtered Summary uses “*” to select all records. You have an option to change the wildcard character to any value, including “All”.
When a Column Filter property equals that value bound to the Wildcard Character, all records will be inserted into the destination range.