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 Average calculations at the bottom of the column.



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 Count calculation at the bottom of the column.


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 Maximum calculation at the bottom of the column.



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 Minimum calculation at the bottom of the column.



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 Vendor Name) will display at the bottom of in that column.



Additionally, the calculations for each listing is displayed.



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