Summary methods define how the total of child cells is calculated into one value.
For example, if you want to calculate the data in 10 cells, you can sum them, find their average, or find the maximum value.
Each data type has a default summary method. For example, None (no summary) is the default for the Boolean data type, and for the number data type.
When you select a summary method, you may be calculating the totals of many cells. If a module contains many dimensions or deep hierarchies, totals can cause a significant increase in the overall number of cells.
It's recommended practice to set your line item's summary method to None, and only use another summary method when you need it. This approach guarantees that aggregated cells are only calculated when you require them.
When you have chosen an appropriate summary method for your data, consider whether the summary is a strict sum of the data for all the members in the hierarchy.
For example, you might want to add up units sold by stores in each region. In this case, you would select Sum, the default method. If you want to calculate the price of the units over time, you might select Average.
You can select a different summary method for the Time dimension to the summary method that you select for other dimensions.
The table below describes the valid summary methods you can use with each data type in the Classic Engine. The Polaris engine has some differences.
|Summary method||Data type||Description|
Adds values over time and other hierarchies.
For example, for a Salary line item, the Sum method adds up the monthly salaries into a quarterly sum.
|None||Number, Date, List, Time Period, Text, Boolean|
Turns off summaries. Use this option to prevent the calculation of totals until you need them.
None is the default option for Number.
|Formula||Number, Date, List, Time Period, Text, Boolean||The formula is applied by picking values from the referenced line items at the appropriate levels. Use formula when the line item that you reference in the formula is in a different module.|
Calculates the mean average for values over time and other hierarchies.
See Average example below.
Uses a ratio of two specified line items for the totals.
When you select Ratio, you must specify the line items used in the ratio. For example:
|Min||Number, Date, Time Period|
Uses the smallest value within descendant leaves. When an item has none, Min returns:
|Max||Number, Date, Time Period|
Uses the largest value within descendant leaves. When an item has none, Max returns:
Opening Balance (Time summary only)
|Number||Uses the value from the first summarized time period for totals. For example, you might want to know how much cash was available at the start of a quarter.|
|Closing Balance (Time summary only)||Number||Uses the value from the last summarized time period for totals. You could use Closing Balance in a Headcount line item to show the headcount at the end of each quarter and year.|
|All||Boolean||Totals are marked as true only if all of its range of cells are marked as true.|
|Any||Boolean||Totals are marked as true if any of its range of cells are marked as true.|
|First non-blank||Date, List, Time Period, Text||The first cell that contains data is used for totals.|
|Last non-blank||Date, List, Time Period, Text||The last cell that contains data is used for the totals.|
In this example, the Average summary method calculates the average values for the Spain, France, and Europe line item totals.
Spain and France averages are calculated by summing up the Unit price values for each city, and dividing them by the number of cities in each country. The Europe average is calculated by summing up the Unit price values for all European cities, and dividing them by the total number of cities.