“How can I add totals, subtotals, and counts for monthly stats to Analytics reports?”
We can add totals, subtotals, and other counts to the report table by working with Column Properties & Compound Layout in Alma Analytics.
Here is an example showing a total number of loans for the past month with subtotals for daily loans and a count of unique items that were borrowed.
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On This Page
Steps for adding grand totals
- From the “Results” tab, select the Edit icon on “Compound Layout” page
- Go to “Columns and Measures”, select the Sigma (Σ) icon
- Choose “After”
- Click “Done”
A grand total is added to the end of the report.
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Steps for adding subtotals
- Select “Loan Date” on the Editing from ” Compound Layout” page
- Click the Sigma (Σ) icon and choose “After”
- Click “Done”
A subtotal for daily loans is added at the end of each date.
NOTE: We could change the default label to “Subtotal” in the “Loan Date” column in this case if desired.
- Click the Sigma (Σ) icon and select “Format Labels”
- Type Subtotal in the Caption field on the Edit Format page
- Click “Done”
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Steps for adding a unique count
We can add a total to a non-numeric field such as MMS IDs for this example to get a count of unique values for each MMS ID. Do this by applying “COUNT DISTINCT.”
- Select “MMS id” on the Editing from “Compound Layout” page
- Click the Gear symbol for “MMS id” and select ” Aggregation Rule”
- Choose “Count Distinct”
- Click “Done”
A total count of distinct values is added to see how many unique items were borrowed for the loan period.
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Resources
Video demonstration: Analytics: Totals, Subtotals, and Counts (5:37)
Article from Ex Libris: Adding Totals and Subtotals to Analytics Report Tables