How do I summarize a column in the Dashboard?

Creating a summary for the numeric and monetary values in your dashboard is a nice and easy way to provide additional information about the items that are being displayed. This article describes how to add a summary to a column in the dashboard.

1. Click Dashboard

Click Dashboard
  • On the Icon Bar click the Review button, then click Dashboard.

2. Select Column for Summary

  • Locate the column that you want to add a summary to on your dashboard.

3. Click Arrow

Click Arrow
  1. Hover over the name of the column that you want to summarize until the context sensitive drop down arrow appears.
  2. Click the context sensitive drop down arrow, select Summary, select the check box(es) for the type of summary you want to add.
  3. Click Apply.  

4. View Results

  • View the summary data that appears at the bottom of the column.

4.1. View Grouped Results

  • View how the summary data appears when you add a grouping to your dashboard. The summary data appears at the bottom of each grouping and the bottom of the column. See the article How do I group items on a dashboard? for more information.

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