Summarize Dimensional Data

Summarize data in your reports to obtain a total, count, average, minimum, maximum, and so on.

After you add summary rows or columns, you can move them by dragging them elsewhere in the report.

You can also use summary functions in custom calculations.

The following table defines the different types of summaries.

Table 1. Descriptions of types of summaries for dimensional data
Summary Description

Automatic Summary

Uses the default summary for the data item, as specified in the data source.

For example, a data item that represents part numbers likely uses count as the default summary.

Total

Adds all values, excluding null and missing values.

Count

Counts all values, excluding null and missing values.

Average

Adds all values, and then divides by the count of values, excluding null and missing values.

Minimum

Selects the smallest value, excluding null and missing values.

Maximum

Selects the largest value, excluding null and missing values.

Procedure

  1. Click the row or column to summarize.
  2. On the toolbar, click the summarize button aggregate icon and select a summary type.

    The summary appears as a new row or column.

  3. To change the summary label, right-click the label and type a new name, such as Total (February sales).

    Tip: To remove a summary, select the summary label, and click the delete button delete button.