Set up Totals in the Aggregator Panel

You can choose to visualize your data using aggregators in any Block (List, Metric or Table), and save it as a View.

Before you begin

⚠️ Important

You need the Configure Public Views permission to save Views containing aggregators.

Choose the right time Dimension

Take care to choose the right time Dimension when using sum aggregators. As sum aggregators add up the Dimension Item specified, a sum applied to a time Dimension of Quarter would give you a total for the year, not the Quarter. To obtain subtotals by Quarter, add Quarter as a time Dimension then add a sum aggregator for Month, as follows:

1. Select the Metric with monthly data from the left sidebar.

2. Select Pivot from the top toolbar.

3. Select + by Columns.

4. Find Quarter from the options provided and select Add. Close out the panel.

5. Add a sum aggregator to Month using the step-through below.

Add totals and other aggregators

You can add totals and other calculations to a row or column in your View by using aggregators. The following are available, depending on the Block’s data type:

Add an aggregator to a Metric

1. Open a Metric you’d like to aggregate.

2. Select the Σ symbol from the top toolbar to open the Aggregator Panel, pictured below:
   
   

3. All the Dimensions in your Metric are listed. Select + Add by the Dimension you would like to aggregate.

4. From the drop-down, select the aggregator you want to add to your View.

5. (Optional) Add aggregators to other Dimensions. To apply the same aggregator to all Dimensions in the Aggregator Panel, select the symbol.

6. (Optional) Toggle on Show every subtotal. See the Show every subtotal section for information on this option.

7. Save your View, so that you can go back to it even after you've made changes to your Block.

ℹ️ Note

If an Item is filtered out, it is not included in the total. For example if I am looking at Revenue, and I add a filter that excludes France, the total revenue does not include France.

Add an aggregator to a Dimension

1. Open a Dimension List you’d like to aggregate.

2. Select the Σ symbol from the top toolbar to open the Aggregator Panel, pictured below:
   

   

3. All the Properties in your Dimension are listed. Select + Add by the Property you would like to aggregate.

4. From the drop-down, select the aggregator you want to add to your View.

5. (Optional) Add aggregators to other Properties in the Dimension. To apply the same aggregator to all Properties, select the symbol.

ℹ️ Note

By default, aggregators are shown on the bottom line. In large Lists, you may want to see totals at the top to avoid scrolling. For more information on how to display aggregators on the top line, see Customize the layout of your Views.

Add an aggregator to a Table

1. Open a Table you’d like to aggregate.

2. Select the Σ symbol from the top toolbar to open the Aggregator Panel, pictured below:

3. All the Metrics appearing in your Table are listed. Open and close Metrics using the arrow to add aggregators to them.

4. Select + Add by the Dimensions found under DIMENSIONS IN GRID. They appear to the right of your data.

   ℹ️ Note

   In addition to the aggregators listed above, Tables can make use of advanced aggregators. For more information, see the Advanced aggregators section below.

5. (Optional) Add aggregators to the Dimensions found under OTHER DIMENSIONS. See which Dimensions are hidden by hovering your pointer over the Item.

6. (Optional) Add aggregators to other Dimensions. To copy the same aggregator to other Dimensions in the Aggregator Panel, select the symbol, opening a dialog with three options:

   • Apply to all Dimensions in this Metric applies this configuration to all aggregations in the Metric, including hidden Dimensions.

   • Apply to all non-temporal Dimensions in all Metrics applies this configuration to all Metrics.

   • Apply to the entire grid applies this configuration to all Dimensions in all the Table’s Metrics.

7. (Optional) Toggle on Show every subtotal. See the next section for information on this option.

ℹ️ Note

Aggregations on Calendar Dimensions are performed before aggregations on other Dimensions.

Show every subtotal

To display subtotals for Dimension, turn on the Show every subtotal toggle at the bottom of the View Aggregators panel.

In the following example, the Metric is composed of two Dimensions: Country and Product. The Metric on the left has subtotals turned on, which allows you to see the totals for each product, along with the total for all products and countries. The Metric on the right shows the total for countries and products because the Show every subtotal toggle switch is turned off.

Advanced aggregators

Tables can make use of advanced aggregators that show ratios, growth and other calculations between Metrics.

🎓 Resources

See also the Pigment Feature Spotlight video on Advanced aggregators, and the Community article giving practical examples.

Use the step-through provided above until Step 3, then do as follows:

1. Open Metrics in the list using the arrow to add the advanced aggregators.

2. To add an advanced aggregator to a visible Dimension, select + Add by the Dimension under DIMENSIONS IN GRID. To add an advanced aggregator to a hidden Dimension, select the drop-down under OTHER DIMENSIONS that shows Sum by default.

3. Scroll to the bottom of the drop-down and select Advanced aggregator.

4. In the pane that opens, select one of the Calculation options.

5. Under Metric A and Metric B, select the two Metrics to perform the calculation. Note the following:

• By default, the advanced aggregation is performed on the sums of Metric A and Metric B. For example, if you chose a ratio advanced aggregator, the Pigment engine sums Metric A and Metric B, then calculates the ratio on those sums.
  You can change this to be a ratio of minimums, maximums or one of the other aggregation types, by editing the aggregators on the Metrics you chose for Metric A and Metric B. If you need, you can select Pivot and Add this Metric again, and choose a different aggregation on it, then pick that aggregation for your advanced aggregation calculation.

• Metric A or B can also be Metrics that are in the Table but hidden from view through Pivot. These are also hidden in the Aggregator panel, so to choose an aggregator other than sum for them, you must temporarily show them in Pivot.

6. Select Apply. The advanced aggregator is created, along with aggregations against the Metrics you chose for Metric A and Metric B.

ℹ️ Notes

• Show Value As operations are not supported.

• Advanced aggregators are not for use in Metrics’ and Lists’ Views, only in Tables.

• For best results, the Metrics you reference should be dedicated and single-purpose.