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Summaries & Remote Filtering

summary.totalItems aggregate every row the filter leaves visible — at every level, collapsed branches included — into a footer row; summary.recursiveItems show each parent the aggregate of its visible descendants beside its own value. Both travel into the Excel and PDF exports. remoteOperations.filtering moves filtering, search and header-filter values to the server.

summary.totalItems summary.recursiveItems export-pdf remoteOperations
count / sum / avg / max per-parent Excel + PDF
Filter a column — the footer and every parent badge follow what stays visible.
Task
Owner
Hours
Cost
Discovery
Ada
4 hSum: 72 h
€400Max: €1,235
Discovery package 1
Ada
2 hSum: 18 h
€200Max: €855
Plan discovery 1
Ada
3 h
€285
Review discovery 2
Grace
6 h
€570
Prototype discovery 3
Alan
9 h
€855
Discovery package 2
Grace
2 hSum: 22 h
€200Max: €1,045
Review discovery 1
Grace
8 h
€760
Prototype discovery 2
Alan
11 h
€1,045
Implement discovery 3
Barbara
3 h
€285
Discovery package 3
Alan
2 hSum: 26 h
€200Max: €1,235
Prototype discovery 1
Alan
13 h
€1,235
Implement discovery 2
Barbara
5 h
€475
Test discovery 3
Edsger
8 h
€760
Design
Grace
4 hSum: 80 h
€400Max: €1,235
Design package 1
Grace
2 hSum: 28 h
€200Max: €1,235
Plan design 1
Grace
10 h
€950
Review design 2
Alan
13 h
€1,235
Prototype design 3
Barbara
5 h
€475
Design package 2
Alan
2 hSum: 21 h
€200Max: €950
Review design 1
Alan
4 h
€380
Prototype design 2
Barbara
7 h
€665
Implement design 3
Edsger
10 h
€950
Design package 3
Barbara
2 hSum: 25 h
€200Max: €1,140
Prototype design 1
Barbara
9 h
€855
Implement design 2
Edsger
12 h
€1,140
Test design 3
Ada
4 h
€380
Build
Alan
4 hSum: 77 h
€400Max: €1,140
Build package 1
Alan
2 hSum: 27 h
€200Max: €1,140
Plan build 1
Alan
6 h
€570
Review build 2
Barbara
9 h
€855
Prototype build 3
Edsger
12 h
€1,140
Build package 2
Barbara
2 hSum: 20 h
€200Max: €1,045
Review build 1
Barbara
11 h
€1,045
Prototype build 2
Edsger
3 h
€285
Implement build 3
Ada
6 h
€570
Build package 3
Edsger
2 hSum: 24 h
€200Max: €1,045
Prototype build 1
Edsger
5 h
€475
Implement build 2
Ada
8 h
€760
Test build 3
Grace
11 h
€1,045
Launch
Barbara
4 hSum: 85 h
€400Max: €1,235
Launch package 1
Barbara
2 hSum: 26 h
€200Max: €1,235
Plan launch 1
Barbara
13 h
€1,235
Review launch 2
Edsger
5 h
€475
Prototype launch 3
Ada
8 h
€760
Launch package 2
Edsger
2 hSum: 30 h
€200Max: €1,235
Review launch 1
Edsger
7 h
€665
Prototype launch 2
Ada
10 h
€950
Implement launch 3
Grace
13 h
€1,235
Launch package 3
Ada
2 hSum: 23 h
€200Max: €1,140
Prototype launch 1
Ada
12 h
€1,140
Implement launch 2
Grace
4 h
€380
Test launch 3
Alan
7 h
€665
Count: 52
Sum: 330 h
Avg: €607

Remote filtering

With [remoteOperations]="{ filtering: true }" the filter row, header filter, builder filter and search text reach the data source, and header-filter values come from distinct(). The server answers with the matches plus all their ancestors; the tree renders that answer as-is and opens the branches leading to the matches.

remoteOperations.filtering ancestor-preserving 250ms latency
No commands to display
Task
Owner
Hours

Notes

  • Item types: sum, avg, min, max, count and custom (calculateCustomSummary[name ?? field](rows, field)); showInColumn moves a value under another column.
  • Exports: the total becomes the last row, each parent’s recursive aggregate a footer line after its subtree (Excel keeps the values typed; summaryFormulas turns the total into a SUBTOTAL).
  • Remote filtering applies to the full load mode; lazy trees keep their own remote match discovery, which completes the ancestor chains with [keyExpr, 'in', keys] lookups.