Example: Summarize table data for dashboard reports

In this example, your company wants to start tracking monthly estimated and actual implementation costs. You add these new data fields to the Monthly Financials data table so you can add them as columns on the Financial Data form. To summarize this table data on the dashboard, you also create two single-value formula fields to calculate the project totals for each new data field.
Note

To prevent this example from affecting your live site, discard any changes before you exit the sandbox.

  1. Create two data table fields. These fields will become the new columns in the Monthly Financial Savings table on the Financial Data form.
    1. In the sandbox, click Data Fields.
    2. Under Data Tables, expand Monthly Financials.
    3. Scroll to the bottom of the list and click New Field in Monthly Financials.
    4. Click Integer, and then Next: Set Options.
    5. Enter the name Estimated Implementation Costs.
    6. Click Add.
    7. Create a second integer field and enter the name Actual Implementation Costs.
  2. Create two single-value formula fields to calculate the totals for the data table fields you just created.
    1. In the sandbox, click Data Fields.
    2. Under Single-Value Categories, expand Project Financial Totals.
    3. Scroll to the bottom of the list and click New Field in Project Financial Totals.
    4. Click Formula, and then Next: Set Options.
    5. Enter the name Project Estimated Implementation Costs and enter the formula SUM([Monthly Financials / Estimated Implementation Costs])
    6. Click Add.
    7. Create a second formula field. Enter the name Project Actual Implementation Costs and enter the formula SUM([Monthly Financials / Actual Implementation Costs]).
    Note

    To prevent syntax errors, hover your cursor on the function or field to add to the formula, and then click the + sign.

  3. Update the Financial Data form to include the new data fields you created in the previous steps.
    1. In the sandbox, click Templates.
    2. Under Management Forms, click Financial Data. The Financial Data form opens in the sandbox template editor.
  4. Insert and connect the new integer fields in the Monthly Financial Savings table.
    1. In the sandbox template editor, add two columns to the Monthly Financial Savings table.
    2. Label the first column Estimated and the second column Actual. In the Project Totals row, below each new column, insert a numeric box control.
    3. Double-click the control in the Estimated column.
    4. In the properties dialog box, click Connect the form control to a data field, and then click Select Data Field.
    5. In the Data Connection Setup dialog box, select Estimated Implementation Costs, and then click OK in both dialog boxes.
    6. Repeat the previous three steps to set up the Actual column.
  5. Insert and connect the formula fields to calculate estimated and actual implementation costs for the project.
    1. In the Project Totals row, double-click the numeric box control in the Estimated column.
    2. In the properties dialog box, click Connect the form control to a data field, and then click Select Data Field.
    3. In the Data Connection Setup dialog box, select Project Estimated Implementation Costs, and then click OK in both dialog boxes.
    4. Repeat the previous three steps to set up the Actual column.
  6. (Optional) Click Preview to verify your changes.
  7. Save the template to upload it to the repository.

Now you can summarize the single-value formula fields in dashboard reports. For more information, go to Create public reports.

By using this site you agree to the use of cookies for analytics and personalized content.  Read our policy