Exclude rows from a custom group total

In dynamic tables custom groups, you can exclude one or more rows from the accumulative balance of the group.

The balance in the Total row for the custom group is then updated to excluded the specified rows from the total group balance.

To exclude one or more rows from a custom group total:

  1. Select the table.

  2. Icons for table options display on the right.

  3. Select More actions () | Edit Dynamic Table.

  4. The table opens in edit mode.

  5. Locate the custom group where you want to exclude rows.

  6. If the group is not expanded, select the Expand icon () to expand it.

    Location of the Expand icon.

  7. Select the row that you want to exclude from the accumulative balance of the group.

  8. Select Subtract fromTotal icon ().

    Location of the subtract from total option.

  9. Repeat Steps 5 and 6 for all the rows that you want to exclude.

  10. Select Save or Save & Close.