Aggregate data in Report Studio

Create aggregate data

When you aggregate data in a selected column, you specify the following information:

The type of aggregate calculation. For each column, you can display a maximum of three aggregations.
Whether to perform the aggregate calculation across all the data rows in the table, or across the data rows in each group, or both.
Whether to display the aggregate data in the footer or header of the table or the groups.

The aggregate calculations you can apply on a column depend on the column’s data type. For descriptions of the supported aggregate functions, see

To aggregate data:

Select and right-click the column containing the data to aggregate.
Select Aggregation. The syntax of the selected function appears in the lower part of Aggregation.
From the Select Function menu, select the aggregate function to use: column name and function syntax. See for a list of functions.
In Aggregate on:
- Select table level to aggregate data across all the rows in the table.
- Select either header or footer as the location in which to display the aggregate data.
Select a group or select All groups from the next list to aggregate data at the group level. Select either header or footer as the location in which to display the aggregate data.
Specify a sort direction for the resulting aggregation. If you select Ascending or Descending from the Sort direction list, the groups appear in ascending or descending order in the report. Select None if you do not want to sort the groups in any order.
In Enter Label, enter a label for the aggregation.
(Optional) set a font for the aggregation label by selecting Format.
Click Tap OK.

Filter aggregate values

You can use filters to display aggregate values according to certain conditions.

Note: Reports Studio displays only a preview of the actual data. This means that when you aggregate data or filter aggregate data values, the resulting table displays different results in Report Studio than in the interactive viewer. Report Studio applies the specified aggregation function or filter condition to the previewed data. Always view the table in the interactive viewer to verify that the results are what you expect.

When you create a filter condition that excludes certain values, such as viewing transactions that closed over a month ago or listing products that are not the top five selling products, Report Studio recalculates the aggregate data according to the data Analytics Studio retrieves. In some cases, it is also useful to view aggregate values for the unfiltered data, for example, to apply percentage calculations on this data. To address both situations in detail tables containing aggregate data, Report Studio provides an option in the Filter, Advanced Filter, and Top/Bottom N dialog boxes to specify whether to recalculate aggregate data based on the filter condition created, or not.

To filter aggregate values

Select and right-click the aggregate value. Select Filter > Filter or Filter > Top/Bottom N.
Define a filter condition. Analytics Studio evaluates the condition, and displays the resulting data in the table.
Run the report in the interactive viewer to verify that the results are what you expect.

Hide details

When you create a report that organizes data in groups or sections, you can change the appearance of the report to a summary report by hiding the details of a group or section. Hiding details, particularly for a report that runs into hundreds of pages, shows key information at a glance (also known as a contextual callout) Provides information and actions in a dialog box for an item on the screen when the user right-clicks or taps the item..

For reports containing large amounts of aggregate data, you can also create a summary table design, where the aggregate calculations are applied at the data set level.

To hide the details of a group or section, select and right-click the grouped column or section heading for which to hide details, then select Group > Hide Detail or Section > Hide Detail.
To re-display the details of a group or section, select and right-click the grouped column or section heading, then select Group > Show Detail or Section > Show Detail.