Summarize Relational 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 available summaries.

Table 1. Descriptions of types of summaries for relational 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.

When adding summaries to crosstabs or charts, the default is to use detail summaries. A detail summary tries to summarize only data that is visible in the crosstab or chart structure. If it is not clear how to summarize the data, such as when a report includes ambiguous nesting, the report displays no value (--) or an error occurs.

Procedure

  1. Click the row or column to summarize.
  2. On the toolbar, click the summarize button summarize 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.