Select Aggregate Functions

In Step 4 of the Report Wizard you can select the aggregate functions to include in your report.

Columns

The Standard Summary Fields section will always display the Record Count row, along with the Sum check box to indicate that all columns will have a total count and it can only use the Sum aggregate function.

This section will also list out all the columns you selected to include in the report in step 3 of the Report Wizard. Each row will have check boxes within the column that is applicable for that item, and you can select all the aggregate functions you wish to have applied.

If you wish to sum up a report column by Largest Value and Smallest Value then you would select both check boxes for that report column.

Aggregate Functions

The following aggregate functions are available:

  • Sum Summary: The Sum aggregate function totals the values of the column that it is selected for. It will be available on every report type for the Record Count column. Using the sum field on the record count column will provide a total for the number or records returned on the report. When available, select this check box to have the report column in context totaled by summing up all the values of that column.

    The sum option will also be available for other columns that have numeric values, such as Budget or Actual Cost columns.

  • Average Summary: The Average aggregate function takes an average of the values of the column that it is selected for. It will also return the average of any columns that are grouped (see below).

    The average option will be available for columns that have numeric values, such as Budget or Actual Cost columns. When available, select this check box to have the report column in context totaled by averaging all the values of that column.

  • Largest Value Summary: The Largest Value aggregate function returns the largest value from the column that it is selected for. It will also return the largest value from any columns that are grouped. When available, select this check box to have the report column in context totaled via listing the largest value within that column.

    The largest value option will be available for columns that have numeric values, such as Budget or Actual Cost columns.

    The Largest Value result will be displayed as Max.

  • Smallest Value Summary: The Smallest Value aggregate function returns the smallest value from the column that it is selected for. It will also return the smallest value from any columns that are grouped. When available, select this check box to have the report column in context totaled by listing the smallest value within that column.

    The smallest value option will be available for columns that have numeric values, such as Budget or Actual Cost columns.

    The Smallest Value result will be displayed as Min.

  • % Total Function: When available, select this check box to have the report column in context totaled via percentages. The % Total aggregate function provides information on the percentage of the total for items on a report that are grouped. For example if the first group in the report has 10 and the total is 100, then the % total will display 10%. It will always add to 100% in the Grand Totals row located at the bottom of the report.

    If you are using a Tabular report then the % Total function will not provide any value, as it will only display the 100% indicator at the bottom of the report.

    The % Total option will be available for columns that have numeric values, such as custom fields that are of type integer or decimal and Budget or Actual Cost fields, to name a few.

  • Match: If all rows within a particular report column have the same value then you can select the Match check box to have that value appear in the report column's total row.

To select aggregate functions to include in the report

  1. In Step 4 of the Report Wizard, select the check box corresponding to the aggregate function(s) you want to use.
  2. Click Next to proceed to the next step of the Report Wizard.