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Edit Summary

The Edit Summary dialog helps you to edit a summary. It appears when you right-click a summary and select Edit Summary from the shortcut menu in the Catalog Manager or the Data panel.

Edit Summary dialog

The following are details about options in the dialog:

Resource

Lists the resources that can be used to make a summary.

Summaries

Displays the name of the summary that is to be edited. You can also choose to create a new summary or edit another one by selecting <Create...> or the name of the summary from the drop-down list.

Aggregate Function

Lists the functions which are available to the selected field. When DistinctSum is selected, the following option is available and should be set:

  • Distinct On
    Specifies the fields according to whose unique values to calculate DistinctSum. Select Choose button to select the required fields in the Select Fields dialog.

Summary On

Specifies the field on which the summary is to compute.

To specify the sum on field, highlight it in the Resource box and then select Add button next to Summary On to add it to the field box.

Static Summary

If selected, the summary will take effect on a specific group that you define in the Group By field and it can only be inserted into the group.

  • Group By
    Specifies the field used to group the data.

    To specify the group-by field, highlight it in the Resource box and then select Add button next to Group By to add it to the field box.

Dynamic Summary

If selected, the summary will take effect on the group according to the number, which is specified in the Group By field and it can be inserted into any banded panels of a component.

  • Group By
    Specifies on which group the summary will take effect.

    To specify the group level, first select Up or Down from the drop-down list, then in the combo box, select a value or type in an integer between 0 to 127.

Special Function

If the group-by field is of Numeric/String/Date/Time type, you can select a special function for the field in the Special Function drop-down list to further specify to which level the data will be grouped by. If Customize is selected, the Customized Function dialog will be displayed, in which you can set the function.

OK

Accepts all changes and closes the dialog.

Apply

Applies all changes to the existing summary or adds the new summary to the catalog.

Cancel

Does not retain any changes and closes this dialog.

Help

Displays the help document about this feature.

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