Summary Design

Summary Design allows you to create or edit summaries. You go to this mode from within Summary View.

 

The Summary Design interface has the following elements:

Element

Description

[ 1 ] Ribbon

Display all the tools you need to edit or define a summary.

Refer to the Summary Design Ribbon Quick Reference.

[ 2 ] Selector

Allows you to search for and/or select a specific summary.

[ 3 ] Summary Design View

Displays the currently-selected summary's properties.

Field Selection Tab

Allows you to define the summary's key, item, and measure fields.

 

To go to Summary Design, select Summary Design on the Summary View Ribbon.

Creating a summary

  1. Select Add Summary from the Summary Design ribbon. The Summary Window appears, initially displaying the General tab.

  2. Name the summary.

  3. Set general properties.

  4. Set summary fields.

For detailed steps on creating a summary, refer to Creating a Summary.

Selecting a summary

Click the desired summary from the summary selector:

 

If you have a long list of summaries in the selector, you may opt to search for the desired summary first. To do so, enter a search string into the search box at the top of the summary selector.

 

 

 

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