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Portfolio Manager Help
Assign an Aggregate Function to a Query Column
Use the Select Columns pane in a query 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
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With a query window open, go to the Select Columns pane.
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Click the column and then, in the toolbar, click the arrow next to the Aggregate icon. A list of functions appears.
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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.
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To delete an aggregated function, click the column name and then click the Aggregate icon.