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Summary

1. Field Introduction

The summary control is used to perform statistics on multiple related records or subtables. It is an automatic calculation control, and the field cannot be edited.

For example, summarizing the total amount from the subtable order details - tax-inclusive total:

2. Summary Calculation Methods

There are various calculation methods:

  • For related tables, the number of records can be summarized.
  • For each field, the count of unfilled and filled can be summarized.
  • For numeric type fields, calculations such as sum, average, maximum, and minimum can be performed.
  • For date and time type fields, the earliest and latest times can be summarized.

3. Summary Range

The summary field can also set a summary range. After setting filter conditions, only the related values that meet the conditions will be summarized. The summary result can be displayed as a value or a percentage. The percentage here is calculated as the ratio of the summary result that meets the conditions to the summary result without range limits.

For example, in the following case, the summary range is the telephone follow-up method. The total number of follow-up records is 6, and the number of records with the telephone follow-up method is 3. Therefore, the summary of the telephone range is automatically calculated as a percentage of 3/6*100% = 50%.

4. Decimal Places

Like numeric fields and formula fields, the summary can be set to retain decimal places.

info

Note: Due to automatic field calculation, when the calculation result has more decimal places than the field setting, the system processes it by rounding.

5. Display Settings

Like numeric fields and formula fields, the summary result can be set to display with a thousand separator or as a percentage; The percentage display here is different from the percentage display in the summary range above. Here it is displayed as a percentage unit, not as a ratio. For example, if the summary statistic result value is 5, it is displayed as 500% as a percentage. Then, this value is calculated as 5 in other calculations.

6. Unit

Like numeric fields and formula fields, the summary can set units as prefixes or suffixes.