Improved total and subtotal row behavior

The behavior of subtotal and total rows for the Fixed Report component has been updated to better support calculations, and to align with the new behavior of the Data Grid component.

The new total behavior and configuration for the Fixed Report component is very similar to previous releases, because fixed reports were already designed to automatically include all relevant columns in subtotal and total rows by default. The important change is that calculated columns defined in the report now apply the same calculation to values in the subtotal or total row, instead of simply adding or subtracting the calculated column values. Previously you may have excluded calculated columns from subtotal and total rows because they did not display the correct values—going forward, this should no longer be necessary.

The Fixed Report component now uses a [Total] tag to configure subtotal and total rows, instead of the previous [Subtotal] tag, so that it uses the same tag name as the Data Grid component. The new tag is automatically included in all newly created FixedReportColumns data sources. For existing data sources, you must manually add it.

When using the new [Total] tag, in most cases you do not need to do anything in order to display the desired columns in subtotal and total rows. If a column is automatically included that you do not want to show, you can enter False for that column.

Backward-compatibility considerations

Existing Fixed Report components that use the legacy [SubTotal] tag will continue to work in almost the same way as before. Relevant columns are included in subtotal and total rows unless they are set to False. Calculated columns included in subtotal and total rows will now use the new behavior of applying the calculation to the total row.

Going forward, you should convert any existing fixed reports to use the new tag by renaming the existing [Subtotal] tag in the FixedReportColumns data source to [Total]. No other changes are needed, though you may now want to include calculated columns that you had previously excluded.