Aggregate Functions

In-built Aggregate Functions

Aggregate Formula allows you to create powerful metrics to address your business needs. In this section let's learn about the wide range of powerful in-built functions that are supported by Zoho Analytics.

Aggregate Functions

The following table describes these functions:

FunctionsDetails
Sum

Format
sum(expr)

Description
The Sum function adds all the values in the expression. 

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the total value of the numeric expression (expr). 

Example:
sum("Sales"."Price"-"Sales"."Discount")

This calculated the selling price by subtracting the Discount from the Price and then finds the total selling price by adding values for all records. 

See Also:
avg(), sumif(), avgif()

Avg

Format
avg(expr)

Description
The Avg function finds the average value of the expression's results. 

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the average value of the numeric expression (expr). 

Example:
avg("Sales"."Sales"-"Sales"."Cost")

This calculated the profit by subtracting the Cost from the Sales for all records and then finds the average of these values. 

See Also:
sum(), sumif(), avgif()

Min

Format
min(expr)

Description
The Min function finds the minimum value of the expression's results. 

Parameters:

  • expr - An expression or a column over which the function is to be applied.

Returns:
This returns the minimum value of the expression (expr). 

Example:

min("Sales"."Amount")

This will find the minimum sales done. 

Note:

  • Returns null, if the column does not contain any values.
  • For string arguments, it compares the ASCII code of the first character of the given string arguments.

See Also:
max()

Max

Format
max(expr)

Description
The Max function finds the maximum value of the expression's results. 

Parameters:

  • expr - An expression or a column over which the function is to be applied.

Returns:
This returns the maximum value of the expression (expr). 

Example:

max("Sales"."Amount")

This will find the maximum sales done. 

Note:

  • Returns null, if the column does not contain any values.
  • For string arguments, it compares the ASCII code of the first character of the given string arguments.

See Also:
min()

Count

Format
count(expr)

Description
The Count function identifies the number of rows where the expression's result is present. 

Parameters:

  • expr - An expression or a column over which the function is to be applied.

Returns:
This returns the count of rows with the expression's result. 

Example:

count("Sales"."Customer_ID")

This will find the total number of rows with a Customer_ID.  

Note:

  • Returns null, if the column does not contain any values.
  • For string arguments, it compares the ASCII code of the first character of the given string arguments.

See Also:
distinctcount()count_wb(), countif()

Distinct Count

Format
distinctcount(expr)

Description
The Distinct Count function identifies the number of unique values present in the expression's result. 

Parameters:

  • expr - An expression or a column over which the function is to be applied.

Returns:
This returns the count of unique values in the expression's result. 

Example:

count("Sales"."Customer_ID")

This will find the total number of customers present in the data. 

Note:

  • Returns null, if the column does not contain any values.
  • For string arguments, it compares the ASCII code of the first character of the given string arguments.

See Also:
count()count_wb()countif()

Count_WB

Format
count_wb(expr)

Description
The Count_WB function identifies the number of rows where the expression's result is present including the null value. 

Parameters:

  • expr - An expression or a column over which the function is to be applied.

Returns:

This returns the count of rows with the expression's result including the null value. 

Example:

count("Feedback"."email_id")

This will find the total number of feedback entries with or without the email address. 

See Also:
count()distinctcount()countif()

Stddev

Format
stddev(expr)

Description
The stddev is a statistical number that measures how spread out the values are. 

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the standard deviation of the numeric expression (expr). 

Example:
stddev("Stock"."Price")

This returns the standard deviation of the stock price. This helps in measuring the risk involved in the investment. 

See Also:

stddev_samp(), variance(), var_samp()

Variance

Format
variance(expr)

Description
The Variance is another statistical number that measures how spread out the values are.  

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the standard deviation of the numeric expression (expr). 

Example:
stddev("Stock"."Price")

This returns the variance of the stock price. This helps in measuring the risk involved in the investment. 

See Also:

stddev_samp(), stddev(), var_samp()

SumIf

Format:
sumif(condition, expr1 or expr2)

Description:
The SumIf calculates the sum of the expr1 or expr2  based on the condition specified. The expr1 or expr2 can be an expression or just a numeric column.

Parameters:

  • condition (Type:Boolean) - The condition that will be evaluated to true or false.
  • expr1 - Value to return if the condition is true.
  • expr2 - Value to return if the condition is false. This is an optional argument.

Returns:
This returns the sum of expr1, if the condition is true. Else it will return the sum of expr2

Example:
sumif("Sales"."Status"!='Cancelled',"Sales"."Amount",0)

This will return the sum of the Amount if the status is not cancelled. Else it will return zero. 

Note:
In case the expr2  is not provided, it will be taken as null value.

See Also:
sum(), avg(), avgif()

AvgIf

Format:
avgif(conditionexpr1 or expr2)

Description:
The AvgIf calculates the average of the expr1 or expr2  based on the condition specified. The expr1 or expr2 can be an expression or just a numeric column.

Parameters:

  • condition (Type:Boolean) - The condition that will be evaluated to true or false.
  • expr1 - Value to return if the condition is true.
  • expr2 - Value to return if the condition is false. This is an optional argument.

Returns:
This returns the average of expr1 if the condition is true. Else it will return the average of expr2

Example:
avgif("Deals"."Stage" = 'Closed Lost to Competition'"Sales"."Amount")

This will return the average deal Amount that is lost to Competition. 

Note:
In case the expr2  is not provided, it will be taken as null value.

See Also:
sum(), sumif(), avgif()

CountIf

Format:
countif(conditionexpr1 or expr2)

Description:
The CountIf calculates the count of the expr1 or expr2  based on the condition specified. The expr1 or expr2 can be an expression or just a numeric column.

Parameters:

  • condition (Type:Boolean) - The condition that will be evaluated to true or false.
  • expr1 - Value to return if the condition is true.
  • expr2 - Value to return if the condition is false. This is an optional argument.

Returns:
This returns the count of expr1, if the condition is true. Else it will return the count of expr2

Example:
countif("Tasks"."Status" = 'Overdue')

This will return the number of task where the status is overdue. 

Note:
In case the expr2  is not provided, it will be taken as null value.

See Also:
count(), distinctcount()count_wb()

YTD

Format:
ytd(aggexpr, date_column, fiscal_start_Month [Optional]) 

Description:
The Year-to-Date filters the period, starting from the beginning of every year and ends at the current date of the respective year.

Parameters:

  • aggexpr  - An Aggregate expression (like SUM, AVG, ... ) for which the Year to Date value will be calculated.
  • date_column - A date column based on which Year-to-Date will be calculated.
  • fiscal_start_Month  - The starting month of the fiscal year. Value ranges from 1(1=Jan,2=Feb) to 12, null(if not required). This is mandatory only if you set a different fiscal start month in your workspace.

Returns:
This returns the result of the aggexpr for the filtered period. 

Example:
ytd( sum("Sales"."Sales"),"Sales"."Date")

Let's assume that the current date is 17th March 2019. This formula will return the sum of sales for all years till 17th March of that year.

See Also:
mtd(), qtd() 

QTD

Format:
qtd(aggexprdate_column, fiscal_start_Month [Optional]) 

Description:
The Quarter-to-Date filters the period, starting from the beginning of every quarter and ends at the same quarter's nth day nth month of current date.

Parameters:

  • aggexpr  - An Aggregate expression (like SUM, AVG, ... ) for which the Quarter-to-Date value will be calculated.
  • date_column - A date column based on which Quarter-to-Date will be calculated.
  • fiscal_start_Month  - The starting month of the fiscal year. Value ranges from 1(1=Jan,2=Feb) to 12, null(if not required). This is mandatory only if you set a different fiscal start month in your workspace.

Returns:
This returns the result of the aggexpr for the filtered period. 

Example:
qtd( sum("Sales"."Sales"),"Sales"."Date")

Let's assume that the current date is 17th March 2019 and you have the calendar year as your fiscal year. This formula will return the sum of sales for all quarters till 17th of the last month of the quarter.

See Also:
mtd(), qtd() 

MTD

Format:
mtd(aggexprdate_column, fiscal_start_Month [Optional]) 

Description:
The Month-to-Date filters the period, starting from the beginning of every month and ends at the current date of that month.

Parameters:

  • aggexpr  - An Aggregate expression (like SUM, AVG, ... ) for which the Month-to-Date  value will be calculated.
  • date_column - A date column based on which Month-to-Date will be calculated.
  • fiscal_start_Month  - The starting month of the fiscal year. Value ranges from 1(1=Jan,2=Feb) to 12, null(if not required). This is mandatory only if you set a different fiscal start month in your workspace.

Returns:
This returns the result of the aggexpr for the filtered period. 

Example:

mtd( sum("Sales"."Sales"),"Sales"."Date")

Let's assume that the current date is 17th March 2019. This will return the sum of sales for the all months till the 17th of that month.

See Also:
ytd(), qtd() 

Mean

Format
mean(expr)

Description
The Mean is the average calculated by adding all numbers in the data set and then dividing by the number of rows.

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the average value of the numeric expression (expr). 

Example:
mean("Deals"."Amount")

This returns the average deal amount by adding all deal amount and divide it by the number of deals. 

See Also:
median(), mode()

Median

Format
median(expr)

Description
The Median is the average calculated by ordering the values from least to greatest and identify the middle value of the data. 

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This orders the result of the numeric expression (expr) in ascending order and returned the middle value. 

Example:
median("Deals"."Amount")

This will order the deal amount from least to greatest and return the middle value. 

See Also:
mean(), mode()

Mode

Format
mode(expr)

Description
The Mode is the most frequently occurring value. 

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.

Returns:
This returns the value that occurs most often in the expression's result. 

Example:
mode("Tickets"."Number of Responses")

This will return the Number of Responses taken to close most of the tickets. 

See Also:
mean(), median()

Percentile

Format
percentile(expr, range)

Description
The Percentile identifies a value where a certain percentage of value falls below that number.

Parameters:

  • expr - A numeric expression or a numeric column over which the function is to be applied.
  • rangeA number to specify the percentage of the column values that should fall below the Percentile value. e.g., the 90th percentile of an expression is a number that has 90% of the values below it. Value ranges from 0 to 100. 

Returns:
This returns a value below which the specified percentage of the expression (expr) value lies. 

Example:
percentile("Sales"."Amount", 90

This will identify a sales value below which 90% of the sales amount lies.  

Groupby Shifting Expressions

By default, Aggregate Formula values will be computed for each data record/group in a report in which it is used.  However, to meet your specific requirements, you can also specify how a column's data is to be grouped for computing the values. 

The Groupby Shifting Expressions give you more control over how the columns are grouped to compute the values. Zoho Analytics allows you to perform this in the following levels.  

Include Groupby 

The Include Groupby formula allows you to add more dimensions to a group by clause, along with the existing dimensions used, in the report where this Aggregate Formula is used.

Format

AggExpr(include_groupby(AggExpr, Column-to-Include)

Example

avg(Include_Groupby(sum("StoreSales"."Sales"),"StoreSales"."Customer Name"))

In the above expression, we calculate the average of Sales per Customer. The Sum of Sales is first grouped by Customer Name, along with the existing group by columns in the report. This will get the total sales for each customer. Now the average of these values will be displayed in the report i.e., the average of Sales per Customer. 

In the above chart, the Avg Sales column shows the total sales average for Product Category in each Region. The aggregate formula Avg Sales per Customer shows the average sales made by a customer. 

Exclude Groupby

Exclude Groupby allows you to omit or ignore group by dimensions, that are available in the report when aggregate values are computed.

Format

Exclude_Groupby(AggExpr, Column-to-Exclude)

Example

Exclude_Groupby(sum("StoreSales"."Sales"), "StoreSales"."Region")

Here, if the report is grouped by Region, then the above expression will exclude for calculating the sum of Sales. 

In the above chart, the Regional Sales column shows the total sales in each Region for Product Category. And the aggregate formula shows the total sales in the Product Category ignoring the Region field in the report. 

Fixed Groupby                                                                                                                                           

Fixed Groupby allows you to set a specific group by dimensions to compute values, independent of the group by dimensions available in the report.

Format

AggExpr(fixed_groupby(AggExpr, Fixed-Column-to-compute)

Example

Avg(Fixed_Groupby(sum("StoreSales"."Sales"),absquarter("StoreSales"."Date")))

Here, irrespective of whatever grouping is done in the report, data will be grouped by the absolute quarter of the Date column to compute the sum of Sales. i.e., irrespective of the Regional grouping in the report, the formula will calculate the quarterly sales.  

In the above chart, theTotal Sales shows the sales for the dimension in the chart. The aggregate formula Quarterly Sales shows the sales in each quarter irrespective of the dimension used in the report. 

Map Groupby 

This Map Groupby maps a group by column with another. When you use the first group by column in the report, the aggregate expression will be calculated based on the mapped column instead of the column in the report.  

Format

Map_Groupby(AggExpr, "Column in Report", "Column to Map") 

Example

Map_Groupby(sum("StoreSales"."Delivered Sales"),"StoreSales"."Order Date", "StoreSales"."Delivery Date")

In the above expression, when you add Order Date as a dimension in your report, the sum of delivered sales will be calculated based on the Delivery Date instead of Order Date

In the above chart, the total sales gets the sales amount for all orders received based on Order Date and Delivered sales gets the sales amount for delivered orders based on delivered date. 

Ignore Filters

The Ignore Filters formula will ignore all the user filters based on the specified column. for the calculated aggregate expression.

Format

Ignore_Filters(AggExpr, Column-to-Ignore) 

Example

Ignore_Filters(sum("StoreSales"."Sales"), "StoreSales"."Region")

The above expression will return the sum of sales. User Filter based on Region column will not filter this aggregate formula.

Tabular Functions

The Tabular Function enables you to perform an aggregate calculation across a set of rows that are related to the current row. Unlike in aggregate functions where the query groups the result into a single output row, a tabular function accesses more than just the current row of the query result, allowing you to perform advanced operations. 

The following table describes the Tabular functions:

FunctionsDetails
Window_Sum

Format: 
window_sum(AggExpr, Start, End)

Description:&
The Window_Sum function adds all the results of the aggregate expression within the partition.  

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window sum
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:
This function returns the total value of the results of the aggregate expression (aggexpr). 

Example: 
window_sum(sum("Sales"."Sales"),1, 2)

This calculates the sum of sales for each row, then the result of the current row will be summed with the result of 1 Preceding row and 2 Succeeding rows, within the partition.

See Also:
 
Runningsum(), Window_Avg(), Window_Count()

Window_Average

Format: 

Window_Avg(AggExpr, Start, End)

Description: 

The Window_Average function finds the average of all the results of the aggregate expressions within the partition.  By default, the full frame will be considered as the partition. 

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window average. 
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:

This function returns the average value of the results of the aggregate expression (aggexpr). 

Example:
window_sum(sum("Sales"."Sales"), 2, 2)

This calculates the sum of sales for each row. Then it will find the average among the result of the current row, along with  2 Preceding rows, and 2 Succeeding rows, within the partition.

See Also:
Running_Avg(), Window_Sum(), Window_Count()

 Window_Count

Format: 

window_count(AggExpr, Start, End)

Description: 

The Window_Count function finds the count of the result of the aggregate expression within the partition.  

Parameters:

  • AggExpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window count. 
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:
This returns the count of the results of the aggregate expression (aggexpr). 

Example:
window_count(sum("Sales"."Sales"))

This will return the number of sales records within the partition. 

See Also:
avg(), avgif(), Running_Avg()

Window_Minimum

Format: 

window_min(AggExpr, Start, End)

Description: 

The Window_Minimum function finds the minimum value of the result of the aggregate expression within the partition.  

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window min. 
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:

This returns the minimum value among the results of the aggregate expression (aggexpr). 

Example:

window_min(sum("Sales"."Sales"))

This will calculate the sum of sales and returns the minimum sales within the partition for all rows. 

See Also:
Window_Max(), Max(), Min()

Window_Maximum

Format: 

Window_Max(AggExpr, Start, End)

Description: 

The Window_Maximum function finds the maximum value of the result of the aggregate expression within the partition.  

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window max. 
  • Start Number of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:

This returns the maximum value of the results of the aggregate expression (aggexpr). 

Example:

window_max(sum("Sales"."Sales"))

This will calculate the sum of sales and returns the maximum sales within the partition for all rows. 

See Also:

Window_Min(), Window_Avg(), Window_Count()

Windows_STD

Format: 

Windows_STD(AggExpr, Start, End)

Description: 

The Windows_STD function finds the standard deviation based on the result of the aggregate expression within the partition. By default full frame will be considered as the partition. 

Parameters:

  • AggExpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window std. 
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:

This returns the standard deviation for the results of the aggregate expression (aggexpr). 

Example:

Window_STD(Sum("Sales"."Sales"))

This will return the standard deviation based on the sum of sales for all rows within the partition.  

Windows_Variance

Format: 

Windows_Variance(AggExpr, Start, End)

Description: 

The Windows_Variance function finds the Variance based on the result of the aggregate expression within the partition.  By default full frame will be considered as the partition. 

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 
  • StartNumber of rows above the current row within the given partition.
  • End - Number of rows below the current row within the given partition.

Returns:

This returns the variance for the results of the aggregate expression (aggexpr). 

Example:

window_variance(sum("Sales"."Sales"))

This will return the Variance based on the sum of sales for all rows within the partition.  

Running Sum

Format: 

running_sum(AggExpr)

Description: 

The Running Sum will add the result of the aggregate function from the first row in the partition to the current row.

Parameters:

  • AggExprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate running sum. 

Returns:

This return the running sum for the results of the aggregate expression (aggexpr). 

Example:

running_sum(sum("Sales"."Sales"))

This will return the running sum of sales for all rows within the partition.  

See Also:

Window_Sum(), Running_Sum(), Running_Avg(), Running_Count()

Running Average

Format: 

running_avg(AggExpr)

Description: 

The function gets the running average based on the result of the aggregate function, from the first row in the partition to the current row.

Parameters:

  • Aggexpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate the running average.

Returns:

This returns the running average for the results of the aggregate expression (aggexpr). 

Example:

running_avg(sum("Sales"."Sales"))

This will return the running average based on the sum of sales for all rows within the partition.  

See Also:

Window_Avg(), Window_Count(), Running_Sum()

Running_Count

Format: 

Running_Count(AggExpr)

Description: 

The function gets the running count based on the result of the aggregate function, from the first row in the partition to the current row.

Parameters:

  • AggExpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 

Returns:

This returns the running count for the results of the aggregate expression (aggexpr). 

Example:

running_count(sum("Sales"."Sales"))

This will return the running count of sales for all rows within the partition.  

See Also:

Window_Count(), Running_Sum(), Running_Avg()

Running_Maximum

Format: 

Running_Max(AggExpr)

Description: 

The function gets the running maximum based on the result of the aggregate function, from the first row in the partition to the current row.

Parameters:

  • Aggexpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 

Returns:

This returns the running maximum for the results of the aggregate expression (aggexpr). 

Example:

running_max(sum("Sales"."Sales"))

This will return the running maximum based on sum of sales for all rows within the partition. 

See Also:

Running_Sum(), Running_Avg(), Running_Count, Running_Min()

Running_Minimum

Format: 

Running_Min(AggExpr)

Description: 

The function gets the running minimum based on the result of the aggregate function, from the first row in the partition to the current row.

Parameters:

  • AggexprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 

Returns:

This returns the running minimum for the results of the aggregate expression (aggexpr). 

Example:

running_min(sum("Sales"."Sales"))

This will return the running minimum based on sum of sales for all rows within the partition.  

See Also:

Running_Sum(), Running_Avg(), Running_Count, Running_Max()

Rank

Format: 

Rank(AggExpr, asc/desc)

Description: 

The function gets standard competition ranking for the result of the aggregate expression.

Parameters:

  • AggexprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 
  • asc/descAscending or descending order to return the result. The default order is descending. This is optional.

Returns:

This returns the standard competition ranking based on the results of the aggregate expression (aggexpr). 

Example:

rank(count("Sales"."Sales"))

This will return the ranking based on the sum of sales.

Dense Rank

Format:

dense_rank(AggExpr, start, end)

Description: 

The function gets dense rank for the result of the aggregate expression.

Parameters:

  • Aggexpr An Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 
  • asc/descAscending or descending order to return the result. The default order is descending. This is optional.

Returns:

This returns the dense rank for results of the aggregate expression (aggexpr). 

Example:

dense_rank(count("Sales"."Sales"))

This will return the dense ranking based on the sum of sales. i.e., in case two values takes the same rank, then the next value will will skip a rank Like 1, 2, 2, 4.

Percent_Rank

Format: 

percent_rank(AggExpr, start, end)

Description: 

The Percent_Rank gets ranking in percent for the result of the aggregate expression.

Parameters:

  • AggexprAn Aggregate expression (like SUM, AVG, ... ) based on which you want to calculate window Variance. 
  • asc/desc Ascending or descending order to return the result. The default order is descending. This is optional.

Returns:

This returns the ranking in percent for results of the aggregate expression (aggexpr). 

Example:

rank(count("Sales"."Sales"))

This will return the ranking in percent based on the sum of sales. i.e., 0.34, 0.36, ...

Cume_Dist

Format

cume_dist(AggExpr, asc/desc)

Description

The function gets cumulative distribution for the result of the aggregate expression.

Parameters:

  • Aggexpr -  An Aggregate expression (like SUM, AVG, ... ) for which you want the cumulative distribution. 
  • asc/desc -  Ascending or descending order to return the result. The default order is descending. This is optional.

Returns:

This returns the cumulative distribution for results of the aggregate expression (aggexpr). 

Example:

cume_dist(sum("Sales"."Sales"))

This returns the cumulative distribution for sum of sales in descending order. 

Row_Number

Format

row_number(A​ggExpr)

Description

The Row_Number function gets a sequential row number for the result of the aggregate expression.

Parameters:

  • A​ggExpr -  An Aggregate expression (like SUM, AVG, ... ) for which you want the row numbers. 

Returns:

This returns the row number for results of the aggregate expression (aggexpr). 

Example:

row_number(sum("Sales"."Sales"))

This adds row number for all the rows. 

First

 

Format

First(AggExpr)

Description

The First function gets the result of the aggregate expression for the first row within the partition. 

Parameters:

  • AggExpr -  An Aggregate expression (like SUM, AVG, ... ) for which you want the row numbers.  

Returns:

This returns the result of the aggregate expression (aggexpr) for the first row to all rows. 

Example:

first(sum("Sales"."Sales"))

This gets the sum of sales for the first row as the result for all rows. 

Data Settings

Zoho Analytics allows you to change the partition or sorting order to apply the calculation in the report as needed. Click the Aggregate Formula dropped in the report, the Show Data Setting:{Column Name} dialog will open. The result will be computed based on the setting here. 

Calculate By 

The Calculate By field allows you to specify the column based on which the calculation needs to be calculated. 

For example, the following report shows the running total of sales by region across the months. 

By default, the running sales will be calculated for all the rows in the report. Hence in the above chart, the running sum of the Central will be added to the East values. To calculate the running total for each region across the months, follow the below steps. 

  1. In the Calculate By field, select By Base Fields
  2. All the rows in the report will be listed. Select the column based on which you want to calculate the Running Sum. Here, we select Date (Month&Year). 
  3. Click Apply. The running total will be computed across the months for each region.

Sort By

Using the Sort By option, you can choose to sort the rows in the report based on any column in the table over which the report is created. The calculation will be performed based on this order. 

For example, in the below chart, the running total is sorted based on another metric in the table i.e., sum of sales.   

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