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Assign an Aggregate Function to a Query Column

Use the Select Columns pane in the Select Accounts window to assign an aggregate function to a column. When you run the query, the query results show the aggregated values in the column instead of the actual value. Non-aggregated columns create the groups represented by the aggregated data. For more information about aggregate functions, see Aggregate Functions.

To assign an aggregate function to a query column

  1. With the Select Accounts window open, go to the Select Columns pane.

Select Columns pane

  1. Click the column and then, in the toolbar, click the arrow next to the Aggregate icon. A list of functions appears.

Aggregate functions list

  1. Click a function. The original column name appears with the aggregate function name appended. For example, if you selected the "average" function for the Linked Current Balance column, the Linked Current Balance column name changes to Average of Linked Current Balance. In the query results, the average account balance for all the linked accounts appears.

  2. To delete an aggregated function, click the column name and then click the Aggregate icon.