Related Topics

The Formula Builder Tab

The Summary Tab

Planning and Testing Calculated Fields and Measures

Operators

Summary calculations are aggregate functions used for sub-totals and totals. Summary calculations can be set in the Domain Designer or in the Ad Hoc view.

In Ad Hoc table views, each field can display a single summary calculation. The summary calculation is automatically applied to all groups in the table. Summaries appear at the bottom of each group, as well as at the bottom of the view. When a new group is added, it includes a summary for each column.
In crosstabs, each measure displays a summarized value. Summaries determine the values of the totals at the intersection of each row and column.
In charts, the type of chart determines whether measures are summarized. If summaries are used, they determine the size or location of the graphical elements that represent your data.

For dual pie charts, the summary function for the field needs to be "Sum" or "CountAll." Dual pie charts with other summary functions may give unexpected results.

In general, you can change the summary calculation of any measure. By default, Zoola™ summarizes fields of each datatype as follows:

Datatype	Default Summary Calculation	Description
Numeric	Sum	Displays the sum of all values in the set.
Date	CountAll	Displays the total number of values in the set.
String	CountAll	Displays the number of values in the set.
Boolean	CountAll	Displays the number of values in the set.
Aggregate	AggregateFormula	For a calculated field that uses an aggregate function, uses the same aggregate formula as the summary.
Combined	None	For a calculated field that combines an aggregate function with a non-aggregate function, the summary calculation is null.

Select from the following options to set a measure's summary function in any type of view:

Function	Meaning	Available for
AggregateFormula	For a calculation that uses an aggregate function, uses the same aggregate formula as the summary.	Aggregate
Average	Displays the average of all values in the set.	Numeric
CountAll	Displays the number of rows in the set.	Boolean, Date, Numeric, and String
CountDistinct	Displays the number of unique values in the set.	Boolean, Date, Numeric, and String
Custom	Allows you to enter an aggregate calculation for the summary. Only available for calculated fields and measures in the Ad Hoc Editor; not available for Domains.	Aggregate, Date, Numeric
Max	Displays the highest value in the set.	Date, Numeric
Median	Displays the median value of the set.	Date, Numeric
Min	Displays the lowest value in the set.	Date, Numeric
Mode	Displays the value that occurs most frequently in the set.	Boolean, Date, Numeric, and String
None	The aggregate function is null; no summary function is displayed.	Aggregate, Boolean, Date, Numeric, and String
Range	Displays the difference between the minimum and maximum values of the set.	Numeric
RangeDays	Displays the difference in days between the minimum and maximum values of the set.	Date
RangeHours	Displays the difference in hours between the minimum and maximum values of the set.	DateTime
RangeMinutes	Displays the difference in minutes between the minimum and maximum values of the set.	DateTime
RangeMonths	Displays the difference in months between the minimum and maximum values of the set.	Date
RangeQuarters	Displays the difference in quarters between the minimum and maximum values of the set.	Date
RangeSemis	Displays the difference in semi-annual periods between the minimum and maximum values of the set.	Date
RangeWeeks	Displays the difference in weeks between the minimum and maximum values of the set	Date
RangeYears	Displays the difference in years between the minimum and maximum values of the set.	Date
Aggregate Formula	Uses the aggregate formula used to define the calculated field as the summary function, and sets the level appropriately for the context.	Aggregate
StdDevP	Displays the standard deviation for the population of the set.	Numeric
StdDevS	Displays the standard deviation on a sample for the set.	Numeric
Sum	Displays the grand total for the set.	Numeric
WeightedAverage	Displays the weighted average for the set, based on a second numeric field or expression. Only available for calculated fields and measures in the Ad Hoc Editor; not available for Domains.	Numeric

Note the following about summaries:

If you select a summary calculation other than the default, the selected summary calculation is shown in parentheses after the field name in the Field picker.
In Ad Hoc views, you can create unique behaviors when you create a calculated field or measure with the following type of summary calculation:
- If you create a Custom summary calculation for a field or measure, Custom is available on the Change Summary Function menu for that field. It is not available otherwise.
- If you create a WeightedAverage summary calculation for a field or measure, WeightedAverage is available on the Change Summary Function menu for that field. It is not available otherwise.
- You can remove summaries by setting the summary function to None.
- Only "AggregateFormula," "Custom," or "None" are supported as summary calculations for aggregate functions.

"Custom" only appears in the Change Summary context-menu if you have defined a custom function in the Create Calculated Field dialog box.