Query Studio

Advanced Summaries in Query Studio

 

You can use the advanced summaries feature to apply one summary calculation to the detail values and a different summary calculation to the footer values.

In most calculations, the default order of operations for detail values is summarize first, then calculate.

However, if a calculation involves two or more columns that have different detail summaries applied, the default order of operations is calculate first, then summarize. For example, you create the calculated column SALES using the formula PRICE (averaged) * QUANTITY (totaled).

For footer values, the default order of operations for most calculations is also summarize first, then calculate. However, there are two exceptions when the default order of operations is calculate first, then summarize. The first exception is when a calculation involves two or more columns that have different detail summaries applied. The default is calculate first, then summarize. For example, you create the calculated column SALES using the formula PRICE (averaged) * QUANTITY (totaled). The second exception is when a calculation involves a single column that is totaled, and a constant is added to this column. For example, you create the calculated column SALES + 1.00.

To add an advanced summary to a Query Studio report:

  1. Open the Reports application.
  2. Open the report that you want to edit in Query Studio.  
  3. Click the heading of the report item you want to summarize.
  4. From the Edit Data menu, click Summarize .
  5. In the Summary for footers box, click the function you want.
    Note: The Total function is valid for numeric fields. If used on non-numeric fields (Date fields for example) an error displays when you run the report.

    If you want to apply one summary calculation to the detail values and a different summary calculation to the footer values, or you want to change the default order of operations in a calculated column, click the Advanced link.
  6. Click OK.

Tip: To remove a summary, in the Summary for footers box, click None.

 

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