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Summary Fields
A summary is a special kind of formula. A summary generates a count, average, sum, standard deviation or other transformation of a set of data values. A summary applies to a defined group of data or to the entire dataset.
Below is a list of the sections covered in this topic:
Inserting a Summary Field in a Report
Summaries can be inserted in the report areas listed in Component placement.
- For a business view based report
Select the aggregation in the Data panel and drag it to the destination. Create dynamic aggregations if the predefined aggregations in the specified business view cannot meet your requirement. - For a query based report
Select the summary from the Summaries node in the Data panel, then drag it to the destination. If the given summaries are not what you want, select the <Add Summary...> item to create one as required. You can also create a summary by applying a summary on a DBField.
Notes:
- Dynamic summary fields can be inserted into the header/footer/detail panel and all group panels in both banded objects and tables. However, if you are using a static summary it can only be inserted at the group level specified. If no group then it can only be placed into the header/footer/detail panels. If it does specify a Group By column then it can only be placed in the corresponding group panel. Trying to place it anywhere else will display an error.
- If you insert a summary into the detail panel of a component, the name of the summary will automatically be inserted as a label into the corresponding header panel. Otherwise the summary and its name label will be placed in the same panel. If you do not want to insert the name label automatically, you can uncheck Insert field name label with field in the Options dialog (File > Options > Component > Insert field name label with field).
Changing the Display Type of a Summary Field
The display type of a summary field can be changed, that is to say, you can map the summary field to another value or image to be displayed instead.
To change the display type a summary field:
- Right-click the summary and select Display Type from the shortcut menu.
- In the Display Type dialog, specify the required display type in the Display As box, and set the options for the selected type in the Web Options panel.
- Upon finishing, select the OK button to close the dialog.
For details about display types, see Changing the Display Type of a Label.
Applying web actions to a summary field
A summary field can be bound with web actions. This allows you to customize a summary field to make it respond to interactive events, and execute corresponding actions, such as sorting and filtering.
To apply web actions to a summary field:
- Right-click the summary field and select Display Type from the shortcut menu.
- In the Web Behaviors box of the Display Type dialog, choose an event from the Events column, then select in the Actions column and select
that appears in the text box. - In the Web Action List dialog, select a web action and define the action as required.
- Select
in the Display Type dialog to add more web behavior lines and specify the events and actions accordingly. If a web behavior is not required, select 
to remove it. - Adjust the order of the added web actions by selecting
or 
. Then, when an event that has been bound with more than one action happens, the upper action will be triggered first. - When done , select OK to accept the settings.
For more information about web actions, see Applying Web Actions to a Label.
Binding a Link to a Summary Field
You can make a summary field link to another report, a location specified by a URL, an e-mail address, or a Blob data type field. The link can either be a simple link or a conditional link. With conditional link, different targets can be loaded based on different conditions.
To bind a link to a summary field:
- Right-click the summary field and select Link on the shortcut menu.
- In the Insert Link dialog, specify whether it is a conditional link or a simple link, then select the link target and set the options for the link target as required.
- When done, select OK.
For details about different link targets, see Binding a Link to a Label.
Adding Conditional Formats to a Summary Field
You can add conditional formats to a summary field, then when a specified condition is fulfilled, the format bound with the condition will be applied to the field values automatically. This is very useful to highlight values that might need to be acted on by the end user.
To add conditional formats to a summary field:
- Right-click the summary field and select Conditional Formatting from the shortcut menu.
- In the Conditional Formatting dialog, select the button to add a condition.
- Set the format that will be applied to the field values when the specified condition is fulfilled.
- Repeat the above two steps to add more conditions and define the format for each condition.
- When done, select OK to save the settings.
For more details about conditional formatting, see Adding Conditional Formats to a DBField.
See an example: The SampleComponents catalog, included with Logi JReport Designer, contains reports that have examples of how each component type could be used in a report. For the summary field example, open <install_root>\Demo\Reports\SampleComponents\UsingSummaries.cls.