The Aggregate Report Builder provides the ability to create calculations in any cell of a grid. This can help make sense of the existing data in the aggregate report section. Calculations can be created for an entire column, an entire row, or for a selected group of individual cells.
Continue reading below to learn more about the available options in both dropdown fields.
Step 1: Open the Cell Properties
To set up a calculation, click into an aggregate report section cell and select the Calculation type in the Cell Properties window. Two dropdown fields will appear under Options for you to select which function you want to use and which cells you want to include in the calculation.
Note: If you use a calculation for an entire column or row of values, the calculation can only include the cells that come before it in the grid. In other words, the calculation must be the bottom cell of a column or right-most cell of a row in order to include all of the column or row's values in the calculation.
Step 2: Select a function
Below are the available calculations you can display with your data. Select one from the first dropdown field:
Sum: Adds the numbers in your cell selection together and displays the answer in the calculation cell.
Subtract: Subtracts the numbers in your cell selection in the order they appear. This is best used when selecting individual cells in the grid rather than an entire row or column.
Note: If subtracting the values results in a number less than zero, the cell will appear blank.
Multiply: Multiplies the numbers in your cell selection together and displays the answer in the calculation cell.
Divide: Divides the numbers in your cell selection in the order they appear. It's best used when selecting individual cells in the grid rather than an entire row or column.
Average: Displays the average number of every value in your cell selection.
Minimum: Displays the smallest number in your cell selection.
Maximum: Displays the largest number in your cell selection.
Mode: Displays the most common or most repeated number in your cell selection.
Standard Deviation: Displays the standard deviation for your data set.
Step 3: Choose what to calculate
Next, select which cells should be used in your calculation in the second dropdown field. The available options are:
Column: Calculates all the numbers above the calculation cell in the same column.
Row: Calculates all the numbers to the left of the calculation cell in the same row.
Cells: Allows you to identify individual cells from anywhere in the grid to use in the calculation. This can be useful if you need to create subtotals in a grid that must be calculated separately from the entire column or row.
To create a cell calculation, click the + icon next to Cells and use the dropdown fields to identify the row and column of the first cell you want to use in the calculation. Whichever number is displayed in your selection will be reflected in the Cell Value field.
Repeat this step for as many individual cells you want to include in your calculation, then select Apply and refresh your data sources to view the updated grid.
What else do you need help with?
Not what you're looking for? Navigate to overview