Understanding Totaling Methods
For all column types except the visual alert column type, you can complete the Totaling Method field to specify whether to sum or average amounts, or to apply no totaling method. The system applies the totaling method that you select to the summary records in the Project Status Inquiry form.
The totaling methods are:
Sum
When you select this option, the system sums amounts and displays the summed amounts in the Summary or Account Details subforms. For example, suppose that you have four records with these amounts:
Record 1 = 100
Record 2 = 300
Record 3 = 0
Record 4 = 400
When you apply the Sum totaling method, the system adds the values and displays the total in the Project Status Inquiry form. The total for the records listed is: 100+300+0+400 = 800.
The system applies level of detail totaling for only columns that use the Sum totaling method.
Sum is the default value.
Average - Exclude zero amounts
When you select this option, the system accumulates amounts, excluding zero amounts, and then calculates an average for the amounts. For example, suppose that you have four records with these amounts:
Record 1 = 100
Record 2 = 300
Record 3 = 0
Record 4 = 400
When you apply the Average - Exclude zero amounts totaling method, the system adds the values excepting the 0 values, and then divides the total by the number of records. The system then displays the averaged amount in the Project Status Inquiry form. The average excluding zero amounts for the records listed is: 100+300+400 = 800, and then 800 divided by 3 records, for a total of 266.67.
Average - Include zero amounts
When you select this option, the system accumulates amounts, including zero amounts, and then calculates an average for the amounts. For example, suppose that you have four records with these amounts:
Record 1 = 100
Record 2 = 300
Record 3 = 0
Record 4 = 400
When you apply the Average - Include zero amounts totaling method, the system adds the values including the 0 values, and then divides the total by the number of records. The system then displays the averaged amount in the Project Status Inquiry form. The average including zero amounts for the records listed is: 100+300+0+400 = 800, and then 800 divided by 4 records, for a total of 200.
None
When you select this option, the system does not generate records for the totals of the columns.
You cannot specify a totaling method for visual alert columns. See Setting Up Columns with Visual Alerts.