Inserting a Total Column in the Plan Table

You can create total columns to display the subtotal for a subset of columns or the grand total of all the columns in the plan table. When you insert a total column, Extended Planning and Analysis automatically creates the formulas used to sum the values.

To insert a total column:

1. Open the plan scenario in which you want to insert the total column.

2. Do one of the following:

   • In the plan table toolbar, click .
   • Right-click the header of an existing column.
3. Click Insert Total Column. The Insert Total Column window displays. The window contains a field for each of the column-level dimensions defined for the plan. If the plan is configured to display measures as columns, the Measure field is also displayed.

4. Specify a dimension value for the first dimension. Under the name of the dimension, do one of the following:

   • If you want to display the subtotal for a dimension value, search for and select the dimension value.

   • If you want to display the grand total for all dimension values, do the following:

     1. Enter the dimension value that represents the grand total, for example, Grand Total.
     2. Select the new value from the drop-down list.

5. For the next dimension value, do one of the following:

   • If you want to restrict the subtotal to a specific dimension value, search for and select the dimension value.

   • If you want to include all dimension values in the subtotal, create a new dimension value that represents the subtotal. For example, if your top-level dimension value is 2025, your subtotal value might be Total for 2025. To do this:

     1. Enter the dimension value that represents the subtotal, for example, Total for 2025.
     2. Select the new value from the drop-down list.

   • If you want to display the grand total for all dimension values, do the following:

     1. Enter the dimension value that represents the grand total, for example, Grand Total.
     2. Select the new value from the drop-down list.

6. Repeat the previous step for the remaining dimensions.

   Note:

   You must not repeat the dimension values from other total columns. For example, if you entered Total as the dimension value for another total row, selecting "Total" as a dimension value in this total column can result in an incorrect formula. If this happens, you must fix the formula manually. For more information, see Calculations in Plan Cells.

7. If the plan is configured to display measures as columns, search for and select a measure.

8. If you want the total values to include calculated cells, select Include Calculations.

   Notes:

   • If the plan is configured to display in tree view, we recommend selecting this option. Otherwise, the values are set to zero for the subtotal rows.
   • If the plan contains other total columns, selecting this might result in some values being incorrectly added multiple times.
9. Click Insert. The column is now inserted in the rightmost position within the relevant column group. If a new column group is created because the top-level dimension value did not previously exist, the column is inserted in the rightmost position of the table.
10. Click Save to save your changes.