Using Group and Report Summaries in the Data Grid

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Article Goal

Explain how to use group- and report-level summaries in VDM’s Data Grid to quickly gain insights into detailed view data—without building a Finished Report.

What Are Grid Summaries?

Grid summaries are on-screen calculations applied to your View’s Detail or Summary Grids. These include totals, counts, averages, minimums, and maximums, and they can be added at both group and report levels directly within the interface.

Why Use Grid Summaries?

Grid summaries are especially helpful when:

• You want to get quick total or average values without exporting data

• You're working with detailed records, but still need high-level insights

• You're previewing data before investing time in a full report build

They provide fast and flexible analytics directly within your active view session.

Where Can You Use Grid Summaries?

Grid summaries can be applied to:

• Detail Grids – typically used during the development and testing of Views

• Summary Grids – used to analyze aggregated data

Video Tutorial

Steps to Use Group and Report Summaries in the Data Grid

Step 1: Group a Column

To group data:

Drag and drop a column header into the Group By Box (above the grid). This will organize the grid data by unique values in that column.

Tip: You can group by multiple columns to create nested groupings.

Step 2: Add a Group Summary

To add a group-level summary:

• Right-click on the Group Summary bar beneath a grouped column

• Choose from available options:

  • Sum

  • Min

  • Max

  • Count

  • Average

  • None (to remove the summary)

These summaries apply only to the grouped data and are displayed beneath each group.

Step 3: Add a Data Grid Summary (Report-Level)

To summarize the full dataset:

• Right-click on the Data Grid’s Footer

• Select a summary type for the desired column

This will apply a summary across all records in the grid, regardless of grouping.

Article Summary

VDM’s group and report summaries make it easy to apply real-time calculations to your data without editing the view or building a full report. By using simple drag-and-drop grouping and context menu options, you can view quick totals, averages, and other metrics directly in the grid. These summaries are ideal for users reviewing the detail-level output of their views and needing fast analytical insights.