Clarity

  • 1.  Display subtotals in Portlets

    Posted Sep 16, 2016 11:28 AM
      |   view attached

    Hi,

    Do we should have the ability to add subtotals in portlets. We are using version
    v12.1 Service Pack 2.

    We are getting the total of a column at the end of report in Summary. What is required is that the Subtotal based on category group.

    PFA for more description.

     

    Thanks

     

    Attachment(s)

    docx
    Subtotal in Portlet.docx   223 KB 1 version


  • 2.  Re: Display subtotals in Portlets

    Posted Sep 16, 2016 11:33 AM


  • 3.  Re: Display subtotals in Portlets

    Posted Sep 16, 2016 11:35 AM


  • 4.  Re: Display subtotals in Portlets

    Posted Sep 16, 2016 11:48 AM

    Thanks NJ for Reply.

    Sorry I forget to mention that the groups are made on the Portfolio category column.



  • 5.  Re: Display subtotals in Portlets

    Posted Sep 18, 2016 02:25 AM

    Check out the OOTB Project Manager Schedule Dashboard portlet - which is a 'drill-down' portlet.  You could get the 'TOP LEVEL' section to also grab the required totals from the projects (in your case the top level will be the portfolio category column).

     

    It does mean the NSQL is reading the data twice (once for each of the projects, and once for the portfolio level), so you need to also consider performance.

     

    I haven't worked out how to make the totals go at the bottom (like in your spreadsheet), so the totals will be at the top, prior to each portfolio.

     

    You also indicate you are on V12.1, so apologies in advance if the suggested portlet is not in this old version.