Show Summaries in a grid not sticking

Hey.

I’ve been wrestling with showing summaries on a custom dashboard.

I couldn’t make the “Show Summaries” option appear in the overflow menu until I deleted the grid the guided setup created and added a new grid. I published an early version of the dashboard and the summaries worked.

Then I added a child grid, etc. and then the Show Summaries option disappeared from the overflow menu on the published dashboard.

But they did show on the preview and it let me set the summaries (and the SUM at the bottom works) and filters/groups and save a layout.

The layout works now on the published copy to the extent that the groups work and I get a “Show Summaries” option on each grid – but the summaries just don’t show at the bottom of either grid.

I never get a “Hide Summaries” option, only Show Summaries.

Any advice before I tell the users “You just can’t do that?”

Thanks,

Joe

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Bump. Anyone?

3 Likes

I have never gotten it to work reliably.

4 Likes

Here’s what I came up with. This is from an email to our internal team about this issue:

Just a note, in case you run into this.

On the Install Admin dashboard there are a bunch of numeric columns, but probably only a couple that will be used often.

In this dashboard, I pulled the grid out from the panel card so we can collapse the grid in the layer and then expand it at run time.

When I got to the grid summaries, I had trouble setting the Show Summaries and having the footer appear.

I saw this earlier, where I tried clicking a few things before it worked and then I didn’t touch it again. :blush:

So, on this one, I collapsed the grid in the designer and expanded it again and the footers showed with “None” in the aggregate boxes in the footer.

I saved that, and it didn’t stick when published.

I set one of the numeric columns to Sum to see if it would make the footer show. It did, but then only the column I set to Sum had anything in the aggregate selection boxes (unable to turn on the rest). And going back into the layer, the designer had the same problem. And I couldn’t make it go away.

Luckily, I saved a copy just before starting the summaries.

I loaded the copy, collapsed and expanded the grid, set all the numeric columns that might ever be used to Sum. That worked when published.

Then I went back and set most of the numeric columns back to None and saved again. That seemed to work as well, so the two columns most likely to sum are set to Sum and the rest are set to None, but can be set by the user.

I learned to be sure to collapse the grid again after making changes, by the way.

These dang workarounds are slowing me down. Ah, well.

Recap:

Take grid out of filter panel card.
Collapse the grid
Expand the grid
Select Show Summaries
Set values in aggregate boxes
Collapse the grid
Make sure Expand at Runtime is off
Test and celebrate if it works

Notes:

The trick is in the expanding of the grid from a collapsed state at runtime. When the grid expands, it reads the summaries info you set on the grid in App Studio.

If you set the column to some aggregate and save it, and then go back and change it to None, None is what the user will see and then they can set it to whatever aggregate they want. If you leave it at SUM, SUM is what they get.

Here’s what I came up with. This is from an email to our internal team about this issue:

Just a note, in case you run into this.

On the Install Admin dashboard there are a bunch of numeric columns, but probably only a couple that will be used often.

In this dashboard, I pulled the grid out from the panel grid so we can collapse the grid in the layer and then expand it at run time.

When I got to the grid summaries, I had trouble setting the Show Summaries and having the footer appear.

I saw this earlier, where I tried clicking a few things before it worked and then I didn’t touch it again. :blush:

So, on this one, I collapsed the grid in the designer and expanded it again and the footers showed with “None” in the aggregate boxes in the footer.

I saved that, and it didn’t stick when published.

I set one of the numeric columns to Sum to see if it would make the footer show. It did, but then only the column I set to Sum had anything in the aggregate selection boxes (unable to turn on the rest). And going back into the layer, the designer had the same problem. And I couldn’t make it go away.

Luckily, I saved a copy just before starting the summaries.

I loaded the copy, collapsed and expanded the grid, set all the numeric columns that might ever be used to Sum. That worked when published.

Then I went back and set most of the numeric columns back to None and saved again. That seemed to work as well, so the two columns most likely to sum are set to Sum and the rest are set to None, but can be set by the user.

I learned to be sure to collapse the grid again after making changes, by the way.

These dang workarounds are slowing me down. Ah, well.

Recap:

Take grid out of filter panel card.
Collapse the grid
Expand the grid
Select Show Summaries
Set values in aggregate boxes
Collapse the grid
Make sure Expand at Runtime is off
Test and celebrate if it works

Notes:

The trick is in the expanding of the grid from a collapsed state at runtime. When the grid expands, it reads the summaries info you set on the grid in App Studio.

If you set the column to some aggregate and save it, and then go back and change it to None, None is what the user will see and then they can set it to whatever aggregate they want. If you leave it at SUM, SUM is what they get.

4 Likes

I got a case of deja vu reading you post. :winking_face_with_tongue:

1 Like

No telling what I did there when I edited it. But I think the advice is twice as good now. :slight_smile:

1 Like