SUMMARIZE command

Groups records based on identical values in one or more character, numeric, or datetime fields. Counts the number of records in each group, and also subtotals specified numeric fields for each group.

Syntax

SUMMARIZE ON key_field <...n> <SUBTOTAL numeric_field <...n>|SUBTOTAL ALL> <OTHER field <...n>|OTHER ALL> <TO {SCREEN|table_name|PRINT}> <IF test> <WHILE test> <FIRST range|NEXT range> <PRESORT> <APPEND> <OPEN> <LOCAL> <HEADER header_text> <FOOTER footer_text> <STATISTICS> <MODMEDQ> <STDEV> <CPERCENT> <ISOLOCALE locale_code>

Parameters

Name	Description
ON key_field <...n>	One or more character, numeric, or datetime fields to summarize. Multiple fields must be separated by spaces, and can be different data types.
SUBTOTAL numeric_field <...n> \| SUBTOTAL ALL optional	One or more numeric fields or expressions to subtotal for each group. Multiple fields must be separated by spaces. Specify ALL to subtotal all the numeric fields in the table.
OTHER field <...n> \| OTHER ALL optional	One or more additional fields to include in the output. field <...n> include the specified field or fields ALL include all fields in the table that are not specified as key fields or subtotal fields Use OTHER only with fields that contain the same value for all records in each summarized group. If you specify a field that contains values that are different for a summarized group, only the value for the first record in the group is displayed, which is not meaningful. For example: summarize a table on customer number an appropriate "other field" is Customer Name. Typically, the customer name is identical for all records with the same customer number. summarize a vendor table by state an inappropriate "other field" is City. Only the first city listed for each state appears in the output. In this instance, the better approach is to summarize using both state and city as key fields, in that order.
TO SCREEN table_name \| PRINT	The location to send the results of the command to: SCREEN displays the results in the Analytics display area table_name saves the results to an Analytics table Specify table_name as a quoted string with a .FIL file extension. For example: TO "Output.FIL" By default, the table data file (.FIL) is saved to the folder containing the Analytics project. Use either an absolute or relative file path to save the data file to a different, existing folder: TO "C:\Output.FIL" TO "Results\Output.FIL" Note Table names are limited to 64 alphanumeric characters, not including the .FIL extension. The name can include the underscore character ( _ ), but no other special characters, or any spaces. The name cannot start with a number. PRINT sends the results to the default printer
IF test optional	A conditional expression that must be true in order to process each record. The command is executed on only those records that satisfy the condition. Note The IF parameter is evaluated against only the records remaining in a table after any scope parameters have been applied (WHILE, FIRST, NEXT).
WHILE test optional	A conditional expression that must be true in order to process each record. The command is executed until the condition evaluates as false, or the end of the table is reached. Note If you use WHILE in conjunction with FIRST or NEXT, record processing stops as soon as one limit is reached.
FIRST range \| NEXT range optional	The number of records to process: FIRST start processing from the first record until the specified number of records is reached NEXT start processing from the currently selected record until the specified number of records is reached Use range to specify the number of records to process. If you omit FIRST and NEXT, all records are processed by default.
PRESORT optional	Sorts the table on the key field before executing the command. Note You cannot use PRESORT inside the GROUP command. If you use PRESORT If you use PRESORT, the output is sorted and contains a single, unique group for each set of identical values, or identical combination of values, in the key field or fields. Tip If the input table is already sorted, you can save processing time by not specifying PRESORT. If you do not use PRESORT If you do not use PRESORT, the output results use the sort order of the input table. If the key field or fields contain non-sequential identical values, the output results contain more than one group for each set of identical values, or identical combination of values. Note Depending on the context, more than one group for each set of identical values, or identical combination of values, can defeat the purpose of summarizing.
APPEND optional	Appends the command output to the end of an existing file instead of overwriting it. Note You must ensure that the structure of the command output and the existing file are identical: the same fields the same field order matching fields are the same length matching fields are the same data type Analytics appends output to an existing file regardless of its structure. If the structure of the output and the existing file do not match, jumbled, missing, or inaccurate data can result.
OPEN optional	Opens the table created by the command after the command executes. Only valid if the command creates an output table.
LOCAL optional	Saves the output file in the same location as the Analytics project. Note Applicable only when running the command against a server table with an output file that is an Analytics table.
HEADER header_text optional	The text to insert at the top of each page of a report. header_text must be specified as a quoted string. The value overrides the Analytics HEADER system variable.
FOOTER footer_text optional	The text to insert at the bottom of each page of a report. footer_text must be specified as a quoted string. The value overrides the Analytics FOOTER system variable.
STATISTICS optional	Note Cannot be used unless SUBTOTAL is also specified. Calculates average, minimum, and maximum values for all SUBTOTAL fields.
MODMEDQ optional	Note Cannot be used unless SUBTOTAL is also specified. Calculates mode, median, first quartile, and third quartile values for all SUBTOTAL fields.
STDEV optional	Note Cannot be used unless SUBTOTAL is also specified. Calculates standard deviation and percentage of total for all SUBTOTAL fields.
CPERCENT optional	Calculates percentage of record count for each group.
ISOLOCALE optional	Note Applicable in the Unicode edition of Analytics only. The system locale in the format language_country. For example, to use Canadian French, enter fr_ca. Use the following codes: language ISO 639 standard language code country ISO 3166 standard country code If you do not specify a country code, the default country for the language is used. If you do not use ISOLOCALE, the default system locale is used.

Examples

Total transaction amount per customer

You summarize an accounts receivable table on the Customer_Number field, and subtotals the Trans_Amount field. The output is grouped by customer and includes the total transaction amount for each customer:

OPEN Ar
SUMMARIZE ON Customer_Number SUBTOTAL Trans_Amount TO "Customer_total.FIL" PRESORT

Total transaction amount per customer per transaction date

You summarize an accounts receivable table on the Customer_Number and Trans_Date fields. You subtotal the Trans_Amount field.

The output is grouped by customer, and within customer by date, and includes the total transaction amount for each customer for each date the customer had transactions.

OPEN Ar
SUMMARIZE ON Customer_Number Trans_Date SUBTOTAL Trans_Amount TO "Customer_total_by_date.FIL" PRESORT

Total, average, minimum, and maximum transaction amounts per customer per transaction date

You add STATISTICS to the previous example.

In addition to the subtotaled transaction amount for each customer for each date the customer had transactions, you also calculate the average, minimum, and maximum transaction amounts for each customer for each date:

OPEN Ar
SUMMARIZE ON Customer_Number Trans_Date SUBTOTAL Trans_Amount TO "Customer_stats_by_date.FIL" PRESORT STATISTICS

Identical transaction amounts, same date

You summarize a credit card transactions table on the Trans_Date and Trans_Amount fields.

The output is grouped by date, and within date by amount. You can use the associated count to identify transactions with identical amounts and identical dates:

OPEN CC_Trans
SUMMARIZE ON Trans_Date Trans_Amount TO "Transactions_by_date_amount.FIL" OPEN PRESORT 
SET FILTER TO COUNT > 1

Remarks

Note

For more information about how this command works, see the Analytics Help.

How it works

SUMMARIZE groups records that have the same value, or the same combination of values, in one or more character, numeric, or datetime fields. The output contains a single record for each group, with a count of the number of records in the source table that belong to the group.

Subtotal and statistics: calculations and field names in the output results

You can use one or more optional parameters to perform statistical calculations on any SUBTOTAL field you specify. The statistical calculations are broken down by group in the output:

Optional Parameter	Alternate column title (display name) in output table	Field name in output table	Calculation performed on subtotaled field
SUBTOTAL	Total + subtotaled alternate column title	subtotaled field name	Subtotaled values for each group
STATISTICS	Average + subtotaled alternate column title	a_subtotaled field name	The average value for each group
	Minimum + subtotaled alternate column title	m_subtotaled field name	The minimum value for each group
	Maximum + subtotaled alternate column title	x_subtotaled field name	The maximum value for each group
MODMEDQ	Median + subtotaled alternate column title	c_subtotaled field name	The median value for each group Odd-numbered sets of values: the middle value Even-numbered sets of values: the average of the two values at the middle
	Mode + subtotaled alternate column title	o_subtotaled field name	The most frequently occurring value for each group Displays "N/A" if no value occurs more than once In the event of a tie, displays the lowest value
	Q25 + subtotaled alternate column title	q_subtotaled field name	The first quartile value for each group (lower quartile value) The result is an interpolated value based on an Analytics algorithm Produces the same result as the QUARTILE and QUARTILE.INC functions in Microsoft Excel
	Q75 + subtotaled alternate column title	p_subtotaled field name	The third quartile value for each group (upper quartile value) The result is an interpolated value based on an Analytics algorithm Produces the same result as the QUARTILE and QUARTILE.INC functions in Microsoft Excel
STDEV	STDDEV + subtotaled alternate column title	d_subtotaled field name	The standard deviation for each group
STDEV	% Field + subtotaled alternate column title	f_subtotaled field name	Each group's subtotal expressed as a percentage of the field total
CPERCENT	Percent of Count	COUNT_PERCENTAGE	The percentage of source table records belonging to each group Note Does not require a subtotal field

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