List of standard summation functions
The standard totals functions can be found in the following table:
Function | Description |
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none | In this setting, no totals function is assigned to the selected column. |
Total | All entries in the column are totaled here: In the example table, the following applies to column "X": 7+3+5+2=17 |
Weighted total | Here, all entries in the column are weighted with a factor that you can select from the other columns in the input field on the far right of the "Totals" dialog box and then added up: In the example table, the following applies to column "X" with factor column "g": |
Maximum | The largest value in the column is determined here: max{xi} In the example table, the following applies to column "X": max{7;3;5;2}=7 |
Minimum | The smallest value in the column is determined here: min{xi} In the example table, the following applies to column "X": max{7;3;5;2}=2 |
Mean value | The average value of the column is determined here: In the example table, the following applies to column "X": (7+3+5+2)/4=4.25 |
Weighted average value | The average value of the column is also determined here, but the individual values of the column are multiplied by a "weight". As with the weighted total, the remaining columns in the table are also available as weights by default: In the example table, column "X" with weight column "g" therefore applies: (50*7+100*3+250*5+10*2)/50+100+250+10=1920/410=4.6829
If you select the alternative parameter "Weight positive values", only the positive values for the selected weight column will be used to calculate the mean value.
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Geometric link | The summation function "Geometric link" links (time-weighted) returns to calculate the total return as follows: (1+r1)*(1+r2)...-1. |