Creating a Summary Report

You create a Summary Report to return a summary of aggregated data, grouped by specific fields.

Summary Report is a report definition, so you can specify how the results of the report are displayed.

To create a summary report:

  1. Click a blank cell in your Microsoft® Office Excel worksheet. This is the target cell.
  2. Click Summary Report.
  3. Click Filter From to specify a value or range of values for mandatory filter items, such as Product or Table. Or, right-click the item and select Lookup.
    Your selections populate the Selection List.
  4. Optionally, right-click a filter item and select Options to specify extra filter options such as comparison operators.
  5. Double-click items in the Selection List to display them in the Output Field.
  6. Optionally, double-click items in the Output Field to edit the Extraction Type.
  7. Optionally, right-click items in the Output Field and select Sorting, to apply a sort order.
  8. Optionally, click the Report Style tab to specify how the results are displayed.
  9. Click OK.
    The Summary Report formula is inserted into the target cell. Values returned from the query are displayed next to the target cell.
  10. In Excel, highlight the report to display the Summary Report definition.
    The formula displayed is a shortened version of the definition. The target cell can be saved or copied to other locations in your workbook.
  11. Double-click the target cell to re-open and modify the Summary Report definition or to modify the report style.
    A dynamic link to your data source is maintained through data extraction definitions.
  12. Click Recalculate to update the Summary Report definition and to display the latest output.
Parent topic: Extracting Data