Inserting a Total Row in the Plan Table

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

To insert a total row in the plan table:

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

  2. Depending on where you want to insert the total row, do one of the following:

    • To insert the total row at the bottom of the table, in the plan table toolbar, click Show menu.
    • To insert the total row below an existing row, right-click a dimension value in the existing row.
    • To insert the total row below an existing row, click next to the existing row.
  3. Click Insert Total Row. The Insert Total Row window displays. The window contains a field for each of the row-level dimensions defined for the plan. If the plan displays measures as rows, 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 Assets, your subtotal value might be Total for Assets. To do this:

      1. Enter the dimension value that represents the subtotal, for example, Total for Assets.
      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 rows. For example, if you entered Total as the dimension value for another total row, selecting "Total" as a dimension value in this total row 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 rows, search for and select a measure.

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

    Note:

    If the plan contains other total rows, selecting this might result in some values being incorrectly added multiple times.

  9. Click Insert. The new row is inserted in the table.
  10. Click Save to save your changes.