How do I configure the summing of values in the Summary Table for the Purchase Orders App?

Updated on February 21, 2022 05:06AM by Admin

The Summary table of Apptivo provides users to summarize the statistical information which helps them to gain insights into their business records. By using the Summarize by feature, you can get the sum of the values column.

Steps to configure the summing of values:

  • Login and access the Purchase Orders app from the universal menu.
  • Click on the More(...) icon and select Settings.
Purchase-Orders- Settings
  • On the Settings page, click on the Intelligence → Charts → App.
  • From the Charts page, click on the Create and select the Summary Table.
Create Summ Tab
  • You will be redirected to the Create summary table page.
  • Here, enter the name of the Summary Table.
Table Name and Privilege
Note: Based on the summary table’s Privilege the employee will have access.
  • By using the Inspector tab on the Right side, you can customize the summary table as per your business needs.
  • You can change the Table Title and the Default Rows of the summary Table.
  • Then, click on the Context tab to change the Column name and the values of the summary table.
Context tab
  • For instance, consider each employee's buy orders and the total sum of the purchase orders.
  • Here, Buyer Attribute is selected from the attribute dropdown and titled the column as Sales Representative.
  • For the Value column, change the column name as Amount values.
  • You can set the Aggregation value as Sum or Count and select the Sub Total attribute in the Attribute section.
  • You can add the filter for the table by enabling the Filter option.
  • For Summing up the values, Click on Summarize By dropdown and select Sum.
  • You can add another column by using the “+” icon.
Value Column Context
  • Then in the Formatting tab, you can customize the format of the table.
  • Then, Click on the Filter Tab and enable the Filter toggle if you want to filter out any attributes.
  • Then, click on the Create option.
  • You can view the Created summary table on the list.
Chart Created Successfully

Steps to Add Summary Table in Dashboard:

  • On the Settings page, click on the Intelligence → Dashboard → App.
  • Click on the Create button.
  • You will be redirected to the Create Dashboard page, add the name, description of the dashboard.
  • Using the drag and drop section from the palette tab, select the created summary table under the Charts Section.
Dashboard Palette
  • You can change the Section name in the Inspector Tab.
  • Then, click on the Create button.
  • The new dashboard will be created and you can view the Created Dashboard in the List.
Dashboard Created Successfully
  • Now, go to the Dashboard section in the Purchase Orders App.
  • You can see the created dashboard - Purchase Order Summary Table Dashboard.
  • Now you can see the sum of value columns in the user end output table.
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