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Data Analysis and Reporting with Intelligence Clients

Using Data Functions in Charts

You can change the way that values are calculated in a chart. For example, you may want to display average sales instead of total sales. You can apply data calculations to the values represented by one or more chart element. Different chart elements represent different types of values. For example, one bar can represent sums and another bar can represent averages.

Chart item totals added to your report are aggregates (literally, totals of totals), and can be recalculated using a Data Function. When applied to totals, data functions can either apply the calculation to the "surface" or "underlying values".

When applied to surface values, data functions recalculate the values in the visible cells or "surface" of the Chart. When applied to underlying values, data functions return to the unaggregated values beneath the Chart and recalculate based on those values. When "underlying values" are used, the results often appear incongruous with the aggregate "surface" values of the chart element. In other words, a total of the underlying values does not match the total of the surface figures.

To match surface-level Chart values in your calculation, you can instead use "surface" total functions. For example, if you apply a surface average to a total, the total will be converted to the average of the Surface Values in the corresponding element.

To apply a data function:

  1. Select a label in the Chart area.
  2. Choose Chart then Data Function then Function.

The following table lists the data functions available in the Chart sections:

Chart Section Data Functions 

Data Function
Description
Sum
Returns sum of all values. This is the default setting.
Average
Returns average of all values.
Count
Returns number of values.
Maximum
Returns highest value.
Minimum
Returns lowest value.
% of Grand
Returns values as a percentage of all like values in the chart.
Non-Null Average
Returns average of values; null values excluded.
Null Count
Returns number of null values.
Non-Null Count
Returns number of values; null values excluded.


*

Note   Null values are empty values for which no data exists. Null values are not equal to zero.


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