Configuring Dashboards with the Sums and Counts Wizard

Go to:

Page Layout Spreadsheet, Toolbox, Fields, Labels, Sums & Counts

Iron Speed Designer’s Sums and Counts Wizard configures various dashboard and reporting calculations in your application’s web pages.  The Sums and Counts Wizard is automatically displayed when you drag a sum, count, average or other calculated value from the Toolbox onto your page.

Five operations are available in the Toolbox: Count of records in a table; and the Sum, Average, Maximum and Minimum of a selected table field. 

Step 1:  Select the data source name and operation.

When you drop the sum or count control into a table row, thesum or count for the repeating row is selected by default.  However, you may select a grand total instead that does not vary for each row displayed.



Data source name

The data source name is used in formulas that retrieve data from the underlying data source.  We recommend you select a data source name suggestive of the underlying business calculation represented by the data, e.g., TotalSales, TotalOrders, and AverageOrderSize.

You may further customize the data source in the Data Sources tab, where you can add additional filtering criteria (WHERE clauses), etc.

Total Count

Counts the total number of records in the table.

Count of X for each Y

Counts the records specifically for the designated primary key.

Total Sum

Sums the values in the specified field in the table.

Sum of X for each Y

Sums the values in the specified field in the table for the designated primary key.

Step 2: (Optional) Specify the join path.  The join path specifies the SQL query join relationship between tables.  Generally, the default selected is the best path.  However, in some cases, you may want to select a different join path, particularly if you desire to include other tables in the join path.

Step 3:  Click ‘Finish’.  Your ‘sum’ or ‘count’ control is added to your page.

When ‘Finish’ is clicked, a new Data Source is created, a new literal control is created, and the literal control is  populated using the new Data Source.

If you selected a ‘Total’ calculation, then the Data Source will contain just one record.  Otherwise, the Data Source will contain as many records as there are unique values of the index field or, by default, the same number of records as index table.  For example, if you add the ‘SUM of Products.UnitPrice’ to a table row in the Categories table, the Data Source will contain a record for each CategoryID in the Categories table.

See Also

Using Sum and Count Data Sources in Formulas