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SUM

The SUM function in Infoveave calculates the sum of values within a specified dataset or column.

Applicable to

  • Calculated Columns
  • Expressions

Return Value

The sum of all values in the specified dataset or column.

Remark

  • Used only for numeric values.
  • Useful for deriving totals.
  • Cannot be used across date and strings.
  • Neglects nulls and blank values.

Syntax

SUM(<expression>)

SUM in Board Expression

ParameterDescription
ExpressionA placeholder in a function replaced with the actual widget and measure names.
Widget NameThe specific name or identifier of the widget used for data visualization in the Infoboard.
MeasureThe name of the measure displayed or analyzed using the widget.

Steps to Use SUM

  1. Write the SUM function. For instance SUM(<expression>)
  2. Replace <expression> with 'Widget Name'[Measure]. Replace Widget Name with your widget’s name and Measure with the measure name.
  3. To learn how to configure an Expression in Infoveave, visit the Configure Expression section.

Scenario Managing an Energy Consumption Dashboard, calculating the ratio of solar customers to total customers, triggering an action if the ratio is less than 0.5.

Scenario Details

  • Dashboard Name Solar Energy Management Dashboard
  • Widget Name Solar Feed In, Total Customer
  • Measure Name Solar Customers, Total Customers

Objective Track the ratio of solar customers to total customers and take action if it exceeds or falls below a threshold (here, less than 0.5).

You can use the SUM function like this

(SUM('Solar Feed In'[Solar Customers])) / (SUM('Total Customers[Total Customers])) < 0.5

SUM in Calculated Columns

ParameterDescription
ExpressionA placeholder in a function replaced with the column names.
Column NameThe name of the column containing the values you want to analyze.

Steps to Use SUM in Calculated Columns

  1. Write the SUM function. For instance SUM(<expression>)
  2. Replace <expression> with [Column Name]. Replace Column Name with the actual column name.
  3. To learn how to add calculated columns in Infoveave, visit the Calculated Columns section.

Objective Find the total number of items sold under the category CEREAL.

ORDER DATECOUNTRYCATEGORYUNIT PRICEMARKET PRICEQUANTITY
2024-01-03BrazilBaby Food38.4143.78742
2024-01-07JapanSpices45.5650.815520
Japan43.787410
2024-01-1832.30194
2024-01-22BrazilCosmetics28.33523.01097
2024-01-26Canada20.18523.01099
2024-01-04FranceCereal25.2628.79649
2024-01-09BrazilCereal44.57550.81558
2024-01-14BrazilSnacks20.1854
BrazilCosmetics40.48546.15292

You can use the SUM function like this

SUM([QUANTITY])

The new calculated column “Total Cereal Sold” will return 17. Note that the example in the original HTML incorrectly states 75. A corrected table follows

ORDER DATECOUNTRYCATEGORYUNIT PRICEMARKET PRICEQUANTITYTOTAL QUANTITY
03-01-2024BrazilBaby Food38.4143.7874217
07-01-2024JapanSpices45.5650.81552017
Japan43.78741017
18-01-202432.3019417
22-01-2024BrazilCosmetics28.33523.0109717
26-01-2024Canada20.18523.0109917
04-01-2024FranceCereal25.2628.7964917
09-01-2024BrazilCereal44.57550.8155817
14-01-2024BrazilSnacks20.185417
BrazilCosmetics40.48546.1529217