**Using the Sum Feature to Make Calculations**

**Calculating the Total Sum of Column**

** An example:** You want to obtain the SUM or Total calculation for a column of the report.

After generating the report:

1. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **=Sum** feature.

(b) Click on the **Ok** button.

A ** Grand Summaries** row will display the Total calculation bottom of that column.

Note: |
This calculation will also display if this report is exported to Excel. |

**Calculating the Average of a Column**

To obtain the Average amount for a column of the report.

After generating the report:

1. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **Average** option.

(b) Click on the **Ok** button.

A ** Summaries** row will display the

**calculations at the bottom of the column.**

*Average*
Note: |
This calculation will also display if this report is exported to Excel. |

**Calculating the Count of a Column**

To obtain the count of the listed items for a column of the report.

After generating the report:

1. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **Count** option.

(b) Click on the **Ok** button.

A ** Summaries** row will display the

**calculation at the bottom of the column.**

*Count*
Note: |
This calculation will also display if this report is exported to Excel. |

## Calculating the Maximum Amount of a Column

To obtain the maximum amount that is listed in the column of the report.

After generating the report:

1. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **Maximum** option.

(b) Click on the **Ok** button.

A ** Summaries** row will display the

**calculation at the bottom of the column.**

*Maximum*
Note: |
This calculation will also display if this report is exported to Excel. |

**Calculating the Minimum Amount of a Column**

To obtain the minimum amount that is listed in the column of the report.

After generating the report:

1. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **Minimum** option.

(b) Click on the **Ok** button.

A ** Summaries** row will display the

**calculation at the bottom of the column.**

*Minimum*
Note: |
This calculation will also display if this report is exported to Excel. |

## Calculating the Total Sum of a Grouped Column

** An example:** You want to obtain the SUM or Total based on a Grouped column of the report – e.g., the Totals for a specific vendor.

After generating the report:

1. Click hold and drag that column heading to the **Drag a column header here to group by that column**.

The ability to drill-down the results for each and perform calculations on this group will be made available.

2. Click on the** ****+ **to expand on listing you wish to perform a calculation on.

3. Click on the Column Heading **Sum** button that you want a calculation for.

(a) Checkmark the **=Sum** option.

(b) Click on the **Ok** button.

A ** Summaries** row, relating to that listing (per this example the

**) will display at the bottom of in that column.**

*Vendor Name*Additionally, the calculations for each listing is displayed.

Note: |
This calculation will also display if this report is exported to Excel. |