Let's suppose we have a table of payments:

PAYMENT_ID CUSTOMER_ID FIRST_NAME LAST_NAME PAYMENT_DATE PAYMENT_SUM
1 1 Sandra Bush 8/30/2020 300
2 4 Marek Przybylsky 8/31/2020 3467.35
3 5 John Hladni 10/10/2020 21.89
4 6 Bogdan Vovchenko 10/10/2020 250.5
5 2 Eric Miles 11/22/2020 19
6 3 Berndt Mann 11/24/2020 1456
7 4 Marek Przybylsky 11/26/2020 690.04
8 1 Sandra Bush 8/3/2021 221.99
9 4 Marek Przybylsky 9/21/2021 900
10 5 John Hladni 9/27/2021 124.45
11 6 Bogdan Vovchenko 10/23/2021 500.79
12 3 Berndt Mann 11/25/2021 609

...And we want to export it to HTML/PDF/Excel format with adding a row for totals.

Export Steps

  1. Click Export button.
  2. Switch to the HTML tab. When exporting to PDF or Excel format, choose PDF or Excel (XLSX) tab, respectively.
  3. Specify a target file name.
    Export Data to HTML
  4. Click Next to continue with field mappings.
  5. Delete the mapping for CUSTOMER_ID field as it does not show us any useful information.
  6. In the Totals Expression column of the mappings grid, type the following formulas:
    for PAYMENT_ID field: vle_expr('Total')
    for FIRST_NAME field: vle_expr(to_string(dataset_count(1, 0, 'PAYMENT_ID')) + ' payments')
    for PAYMENT_SUM field: vle_expr('Sum: ' + to_string(dataset_sum(1, 0, 'PAYMENT_SUM')))
    Specifying Totals Expressions
  7. Click Export.

Let's check the results:

PAYMENT_ID FIRST_NAME LAST_NAME PAYMENT_DATE PAYMENT_SUM
1 Sandra Bush 8/30/2020 300
2 Marek Przybylsky 8/31/2020 3467.35
3 John Hladni 10/10/2020 21.89
4 Bogdan Vovchenko 10/10/2020 250.5
5 Eric Miles 11/22/2020 19
6 Berndt Mann 11/24/2020 1456
7 Marek Przybylsky 11/26/2020 690.04
8 Sandra Bush 8/3/2021 221.99
9 Marek Przybylsky 9/21/2021 900
10 John Hladni 9/27/2021 124.45
11 Bogdan Vovchenko 10/23/2021 500.79
12 Berndt Mann 11/25/2021 609
Total 12 payments Sum: 8561.01

Saving Export Field Mappings

Before closing the Export window, you might want to save these field mappings for future use.

Save the field mappings to a file by clicking Save button (above the mapping grid). Next time, when exporting the same or similar table, you can load the mapping from that file by clicking Load button.

Created field mappings file can also be used in building your command line when automating the exporting process.

See also

Exporting Data

Field Mappings File