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Using Rollups in a Report
Answer ID 4760   |   Last Review Date 12/18/2018

How do I add 'Rollups' to a report?

Environment:

Analytics, Rollup Options
Oracle Service Cloud, All versions

Resolution:

You can define rollup levels in a report to group data beneath headings in the report. You can add additional rollup levels to further break down the data under each heading by grouping data under sub-headings. Using rollups, you can group rows in a report that share the same value in the columns you select for the rollup levels.

To add Rollups to a report, follow the steps below:

1.  Create a new report, or from an open report, click the Home tab.

2.  Click the Rollups button located in the Analyze section of the Ribbon.

3.  Select Choose Columns to open the Rollups window.

4.  Enter the following field information.

 

Rollups Window Description 
Field
Description
Rollup Items By

Select output columns from the drop-down menus in this section to use as the primary rollup level. Once you select a column, you can select the sort order for the rollup column. Options include Do Not Sort, Sort Ascending, and Sort Descending.

You can add additional columns to the primary rollup level in this section by selecting the columns from the other drop-down menus. When multiple columns are used in a rollup level, the data displayed together under the same rollup heading has the same values in all the columns selected for the rollup level.

Show Field in View

Select this check box to display the rollup column you selected as a column in the report. If this check box is not selected, the column name displays in the rollup heading, but is not included as a column in the report output.

Then By

Select output columns from the drop-down menus in this section to use as the secondary rollup level. Once you select a column, you can select the sort order for the rollup column. Options include Do Not Sort, Sort Ascending, and Sort Descending.

Secondary rollup levels break down the data in the primary rollup level according to the columns selected for the secondary level.

Once you define a secondary rollup level, an additional Then By field displays, allowing you to define a third rollup level to further break down the data grouped under the secondary rollup level.

Note: If records grouped under the secondary rollup have null values for the rolled-up field and if the rolled-up column is formatted to display blanks for records with null values, the header for the secondary rollup level does not display.

Display Rollup Headings

Select this check box to display the rollup headings and sub-headings. If this check box is not selected, the headings do not display, though the report data is still sorted as if the headings were present.

Display Rollup Headings Multi-Line

Select this check box to display each rollup column as a separate heading. If this check box is not selected when using multiple columns in the same rollup level, the columns for the rollup level display in the same heading.

Note: This check box is disabled if the Display Rollup Headers option is not selected.

Display Rollup Column Headings

Clear this check box to hide the name of the rolled-up column on rollup group headings. By default, the name of the column you roll up is displayed for each rollup group.

Repeat Column Headings for Each Rollup

Select this check box to show the output column headers before each rollup heading and sub-heading. If this option is not selected, the column headers display only at the top of the report.

Display Group Counts

Select this check box to display the number of items under each rollup heading and sub-heading.

Collapse All Rollups when Report is Loaded

Select this check box to collapse all rollups in the report when it initially loads.

 

 

5.  To remove the rollups you have selected on the Rollups window, click the Clear All button.

6.  Click the OK button to generate the report using the rollups settings.

7.  To remove rollups from your report, click the Rollups button and select Reset.

8.  To display the number of records in each rollup, click the Rollups button and select Display Group Counts.

9.  To show or hide headings for each rollup group, click the Rollups button and select Display Rollup Headings to enable or disable the option.

10.  To show or hide the name of the rolled-up column in the heading for each rollup group, click the Rollups button and select Display Column Headings to enable or disable the option.

11.  To show or hide repeating column headers, click the Rollups button and select Repeat Column Headings to enable or disable the option.

12.  To collapse all the rollup headings in a report, click the Rollups button and select Collapse All.

When viewing a report with rollup headings, you can click the minus or plus button next to each heading to collapse or expand the headings to hide or display the rows under the headings.

 

 

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