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Calculations

This document discusses various calculation and aggregation techniques in Report Studio. It covers how to add a calculated column, such as calculating age from a birthdate column. It also describes how to add summary totals to group and report footers by counting or totaling columns. The document demonstrates how to create grouped summary footers to aggregate data for each group, as well as how to create a summary column without showing detailed data.

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Johncena Rocky
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51 views

Calculations

This document discusses various calculation and aggregation techniques in Report Studio. It covers how to add a calculated column, such as calculating age from a birthdate column. It also describes how to add summary totals to group and report footers by counting or totaling columns. The document demonstrates how to create grouped summary footers to aggregate data for each group, as well as how to create a summary column without showing detailed data.

Uploaded by

Johncena Rocky
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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Calculations
Calculations Adding a Calculated Column Adding Summary Totals to a Footer (Totaling a Column) Grouped Summary Footers Summary Calculation without detail

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ISA Consulting

Calculations
Complex and involved calculations are possible within Report Studio. This chapter will focus on the easier and more commonly used calculations. For instance, we can create a calculated column by multiplying one column with another. Grouping a column allows you to keep all the similar data together, and to add summaries for each group. Some of the summaries available are counting the number of rows, averaging the numbers in a group and totaling. GOAL: To build a report to use within this chapter. STEPS: 1. Click the New icon and select List. 2. Add Full Name and Birthdate.. 3. Save the report as Calc. 4. Run the report. Close the Report Viewer.

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Adding a Calculated Column


A calculated column is a column created by the user, usually because the column does not exist in the model. There are three types of calculated columns: Detail, Group, and Layout.
Detail. Creates a calculation that is applied to non-aggregated records.

Group. Creates a calculation that is applied to grouped values. This type of calculation is applied to values after they have been aggregated.

Layout. Creates a calculation containing run-time information anywhere in the report. Use it to create dynamic layout objects, such as a customized title.

GOAL: To create a new Age column by using Birthdate. STEPS: 1. Click the Toolbox tab.

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2. Click and drag Calculation to the right of the Birthdate column.

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3. In the Create Calculation window, under Name, type Age.

4. Click OK. 5. Click the Functions tab and open the Business Date/Time Functions folder. Scroll down and double-click _years_between to add it to the right.

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6. Open the Common Functions folder and double-click current_date. 7. Type a comma and a space after current_date. 8. Click the Query Items tab and double-click Birthdate. Type a ) after Birthdate. 9. Click the Validate icon and make sure there are no errors.

Note: You can also type directly into the Expression Definition area.

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10. Click OK. 11. Run the report.

12. Close the Report Viewer. 13. Click Save.

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Adding Summary Totals to a Footer (Totaling a Column)


You can also create additional aggregates within the report. You can group a report and add summaries to the group footers. An ungrouped report will show counts, totals, etc. for the entire report. However, if the report is grouped, and then counts, totals, etc. are added, the report will show the summaries for each individual group and for the report as a whole. GOAL: To total IDs for the entire report STEPS:

1. Create a new list report with Country Description, Primary University Affiliation Description, and ID as columns. 2. Save the report as Count ID. 3. Highlight the ID column.

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4. Click the drop down arrow to the right of the Aggregate icon

5. In the drop down list, choose Count.

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6. <ID> in bold is added at the bottom of the column, indicating a summary.

7. Run the report. 8. Click the Bottom link to go to the bottom of the report to view the footer.

9. The number of IDs for the entire report is shown in the last row in bold. Close the Report Viewer. 10. Save the report as Count ID List.

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To remove the summary footer: 1. Click in the Summary footer at the bottom of the report. The footer is selected.

2. Press the Delete key. 3. The Summary footer and the ID count are deleted from the report.

4. Save the report.

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Grouped Summary Footers


GOAL: To count per individual group. STEPS: 1. Use the Count ID List report. 2. Group the report by Country Description and Primary University Affiliation Description. 3. Click on the ID column. 4. Click the down arrow to the right of the Aggregate icon .

5. In the drop down list, choose Count. 6. Because the report is grouped by Country Description, and Primary University Affiliation Description, a summary footer is added for each grouping. The last footer (labeled <Summary> will show a summary for the entire report.

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7. Run the report.

8. Click the Page Down link and examine the groupings for Canada.

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9. Click the Bottom link.

10. The report shows the number of people for each country, for each affiliation, and for the entire report. 11. Close the Report Viewer and Save the report as Group Count ID.

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Summary Calculation without detail


You may wish to show aggregate data without showing the detail. To do this, we will create a column that shows only the count of IDs, without showing the actual ID numbers. GOAL: To create a basic summary calculated column. STEPS: 1. Open the original Count ID report, without footers.

2. Group the Country Description and Primary University Affiliation Description columns. 3. Click on the ID column. In the Properties window, scroll down to Data Item.

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4. Click the Aggregate Function area and then click the down arrow.

5. Choose Count.

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6. Highlight the ID column heading. 7. In the Properties window, locate Text Source. Click on Text and then click on the ellipse button. 8. Inside the Text window, type the new column name Count ID.

9. Click OK. 10. Save the report as Count ID Summary.

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11. Run the report. (Instead of showing each individual ID, Report Studio summarizes by counting the number of IDs associated with each Country and Affiliation.)

12. Close Report Viewer. 13. Delete the Primary University Affiliation Description column.

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14. Run the report and now you will see the counts of IDs per country.

15. Close the Report Viewer. 16. Do not Save the report.

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