Total refers to the overall total or sum, which is the aggregate of a set of values. The product provides a total analysis component that supports summing the values of specified areas in a chart.
Example

2.1 Table total #

Step 1: At the top, select "In-chart total item", modify the display name (default is Total); for display position, select a single option (default is Top); for calculation basis, select a single option (default is All data).

Step 2: In the table, you can set different calculation methods for different columns; set Calculation Card 1, select Sum as the calculation method, and select Revenue as the calculation metric.

Step 3: Add a calculation card, select Average as the calculation method for Calculation Card 2, and select Expenditure as the calculation metric.

Step 4: Click Apply.

2.2 Pivot table total #

Step 1: Pivot table total supports both grand totals and subtotals for rows and columns. At the top, select "In-chart total item".

Step 2: Check Column Total, Column Subtotal, Row Total, and Row Subtotal, and select Sum as the total method.

Step 3: Click Apply.

2.3 Chart total #

2.3.1 Total by legend #

• Step 1: At the top, select "In-chart total item". The calculation basis can be set to All data or Current displayed data; the calculation method is set to Sum, and all metrics can only use the same calculation method.

• Step 2: Click "Apply".

2.3.2 Total by axis #

• Step 1: In "Chart", select Line chart.

• Step 2: At the top of the chart, select "In-chart total item", choose "By axis" as the total type, set the calculation basis to All data or Current displayed data, and set the calculation method to Sum. All metrics can only use the same calculation method.

• Step 3: Click "Apply".

3.1 Out-of-chart summary metrics #

To enable users to quickly understand the overall status of certain summary data at a glance, in addition to detailed data analysis, the product supports quick presentation of summary results, for example:

• Implementation process: Select "Total", then select "external summary indicator". Next, configure the total display mode, calculation basis, calculation settings, and other information. After selecting Apply, the corresponding summary results will be displayed on the chart.

• Function description:
  • Supported chart types: Most charts, including trend charts, bar charts, and tables, are supported.
  • Total display: You can configure the combined display of text and values. After clicking, you can select according to the prompts.

• Calculation basis:
  • All data: The calculation result is based on all data, not affected by TOP N or the number of rows displayed in the chart.
  • Currently displayed data: The total is calculated only based on the data visible within the chart display range.
• Calculation settings:
  • Calculation method: You can select the default calculation method for the indicator or adjust it as needed. Currently, sum, average, maximum, and minimum are supported.
  • Calculation indicator: You can select all indicators or specify which indicators to apply to.

3.2 Table total #

3.2.1 Display name settings #

Modify the display name. This applies to the name of the newly added total row.

3.2.2 Display position settings #

Modify the display position. You can set the total result to display at the top or bottom.

3.2.3 Calculation basis #

You can set the calculation basis to all data or currently displayed data.

• All data: The total is calculated based on all data, not limited by top N or N (if the table data exceeds 1,000 rows, only 1,000 rows are displayed by default).
• Currently displayed data: In tables, this means the calculation is based on the data range visible to the user and is affected by the maximum number of displayed rows. If the user selects to display 1k/50k rows in the pager, the total for currently displayed data is calculated based on these 1k/50k rows. The calculation range is also affected by TOP N. For example, if TOP 5 is selected based on revenue, the calculation will be performed on the 5 rows of data after TOP N filtering.

3.2.4 Calculation card #

Calculation method: Six calculation methods are supported, with sum as the default.

Calculation metrics: You can select all metrics or a specific calculation metric. If you select all metrics, you cannot select an individual metric, and the calculation method will apply to all metrics. When selecting specific metrics, multiple selections are supported.

If you select specific metrics, you can continue to add calculation cards.
You can set different calculation methods for different calculation metrics, and each metric can only correspond to one calculation method.

3.3 Pivot table aggregation #

3.3.1 Display name settings #

Modify the display name. The new name will apply to newly added aggregation items.

3.3.2 Column total, row total #

You can set the total for entire columns or rows.

3.3.3 Column subtotal, row subtotal #

Set subtotals for columns or rows, and you can specify the dimension used for subtotal calculation.

3.3.4 Position settings #

You can set the position of newly added aggregation items.

3.4 Chart aggregation #

3.4.1 Display name settings #

Modify the display name. The new name will apply to newly added aggregation items.

3.4.2 Display position settings #

Modify the display position. You can set the aggregation result to be shown at the top or bottom.

3.4.3 Calculation basis #

You can set the calculation basis to either all data or currently displayed data.

• All data: Aggregation is calculated based on all data, not affected by top N and N (if chart data exceeds 10,000 rows, only the first 10,000 rows are displayed by default).
• Currently displayed data: Calculation is performed based on the data used for online chart rendering, affected by top N and N.

3.4.4 Calculation method #

You can choose from multiple calculation methods. The default is sum.

3.5 Automatic and sum #

Calculation is performed based on unaggregated raw data, rather than aggregated data. As shown in the figure, the expression for the average product price is sum([价格])/count([产品id]), which calculates "the sum of product prices across all provinces divided by the total number of product IDs (that is, the product quantity)", meaning the table's detailed data is calculated according to the field expression to obtain the national average product price.

In this case, it is distinguished from "average value". The calculation logic for "Automatic" is total price divided by total number of products, while "Average" is the mean of ("total price for each province" divided by "number of products for each province") across all provinces. You can choose different calculation methods depending on your calculation requirements.

There is a fundamental difference between "Automatic" and "Sum". "Automatic" is calculated based on the field expression of the metric, whereas "Sum" calculates the total for the corresponding metric. As shown in the figure below, summing the "average price" metric yields the sum of the average prices for each province, rather than the "total price divided by total number of products" obtained by "Automatic".