Summarize Data in Query

You can summarize data in your query by using the Measure and Group By options.

Measure

The available aggregation types depend on the field type (numeric or text).

• Numeric Fields

  • ∑ Sum

  • Ø Average

• Text Fields

  • # Count

  • # Count Distinct

  • { } Function

Group By

You can group data by a field you select.

Following the steps from How to Create a Query. Here are the steps to summarize data in a query.

1. In the Summarize Data section:

   1. Click Measure By.

   2. Select the Measure from the drop-down menu.

   3. Click Group By.

   4. Select the field for grouping.

   5. Click Save.

2. In the Save Query menu:

   1. Enter a Label.
      Title used for display and translations.

   2. Enter a Name.
      Mandatory and unique identifier. Changing it can break dependencies. Prefer using the Label for naming visible to users.

   3. In the Save to Folder section, select the folder where the query will be saved.

   4. Click Save.

When you return to the Query List screen, the query will be saved in the selected folder.

Example

Summary on Quantity Grouped by Customer Id

The following example shows summarized data. Measure is applied on Quantity, aggregated by Sum. Data is grouped by Customer Id.

Not Summarized

Shows an example of the initial, non-summarized dataset.

Summarized

Shows an example of what the summarized data would look like after applying the steps.