Creating and Configuring Total Lines
Last updated on 2025-07-08
Overview
Total lines are used for calculating totals or subtotals in structures.
This article contains the following sections:
Creating a Total Line
To create a total line:
- Right-click an Organization group or a Reference that is configured with one of the following drill down options (see Drill Down Options)
- Drill down by cost centers - specify hierarchy individually
- Adjustment levels separated - specify hierarchy individually
- Adjustment levels together - specify hierarchy individually
- Choose Create | Total line from the context menu. The Create Total Line dialog is displayed:
Create total line - Specify the name of the element in the Name area.
- Click Save.
Configuring Total Lines
To configure a total line:
- Click the name of the total line in the tree view and then at the top right on Edit.
- If necessary, change the name of the total line.
- If necessary, activate the check box Calculate total ending with previous total line if you wish to calculate a subtotal for all structure units below the previous total line.
- Click Save.
Automatic Total Lines
When creating references to consolidation areas in the Organization elements workspace, automatic total lines that cannot be deleted are created under every adjustment level.
Automatically generated total lines are only generated if a reference to one of the following drill downs is selected in the superordinate Reference to consolidation area:
- Adjustment levels separated - default hierarchy of the consolidation area
- Adjustment levels together - default hierarchy of the consolidation area
If the drill down is changed into one of the following drill downs, the Total line (automatic) element is changed into a total line:
- Adjustment levels separated - specify hierarchy individually
- Adjustment levels together - specify hierarchy individually
An automatic total line can be configured like a regular total line using the Edit button.