Displaying Totals With Data Expansion

When performing granular data analysis in cross tabulation visuals, you can display both subtotals and combined total. These summations operate on the dimensions in the Row shelf. When you enable expansion, you can expand rows to view details of some of the dimensions.

Follow these steps to enable expansion and display subtotals and totals in cross tabulation visuals:

Configuring a Cross Tabulation Visual for Expansion

In this example, we show how to enable expansion on the year and state fields.

  1. Start a new cross tabulation visual based on dataset US State Populations Over Time [data source main.census_pop]; See Creating Visuals.

  2. Populate the shelves from the available Fields (Dimensions, Measures) in the Data menu.

    • Add year and state to the Row shelf.
    • Add population to the Measures shelf. Ensure that the default aggregation is sum(population).

    • Add year to the Filters shelf, set it to 1990 and 2000, and click Apply.

      Similarly, add state to the Filters shelf, select values AK, AL, AR, and AZ, then click Apply.

  3. Click Refresh Visual.

  4. When the cross tabulation visual appears, it does not have subtotals and the combined total in the rows and columns.

    Cross tabulation visual without expansion enabled

    Next, let's enable these options.

  5. On the Row shelf, click year.

  6. In the Filter Properties menu, click Expansion, and then click Enable Expansion. A green dot appears to the right of the option.

    Enabling expansion on the 'year' field
  7. Similarly, click state on the Row shelf, and enable expansion on that field.

  8. Click Refresh Visual to see the changes.
  9. The visual appears with a icon in the year and state columns. This indicates that you can expand the data.

    The sum(population) column shows the combined population for both years.

    Viewing the visual with expansion enabled

Displaying Subtotals and Totals

Follow these steps to expand and shrink the data rows, and display only subtotals and combined total in the visual.

  1. Click the icon in the year column.

    Clicking the plus sign in the 'year' column to expand the rows and columns
  2. The visual expands the data to show subtotals of each year, and combined total for both years.

    Displaying subtotals of each year and combined total for both years
  3. Click the two (plus) icons in the state column.

    Cross tabulation visual without expansion enabled
  4. The visual expands the data to show population in each state, and the subtotals and combined population for both years.

    Notice that the subtotals and combined total appear at the bottom of expanded rows. To move the subtotals and totals above the rows, see Showing Expansion Totals Above Expansion Rows.

    Displaying subtotals and totals at the bottom of expanded rows

To disable subtotals and combined total, make changes in the Field Properties menu by de-selecting the Expansion option.

Hiding Data and Subtotal Rows

To hide the expanded rows and subtotals, follow these steps:

  1. Click the (minus) icon in the year and state columns.

    Clicking the minus sign in the 'year' and 'state' field to hide the rows
  2. The expanded rows and subtotals no longer appear in the visual. Note that a (plus) icon appears again in the year and state columns.

    Hiding the expanded rows and the subtotals