When you create a summary, you choose from different types of variables.

Types of variables

A: Number of Projects

A variable in this category counts the number of projects included in the dashboard. The Number of Projects variable counts projects regardless of date. It is not an event. An event is a variable that is used to count the occurrence of date-based events. For example, the Number of Projects Started counts the number of projects that have a Start Date in the specified period of time.

Use the Number of Projects variable with grouping variables to count projects with specific characteristics, for example, Number of Projects by Location and/or Project Type.

B: Single-value categories

Variables that have only one value per project. For example, a project can have only one value for Location, or a project can have only a single calculated value for Project Duration.

C: Data tables

Variables that include one or more rows of data per project. For example, the variable Hard Savings in the Financial Data Time-Ordered category has 12 rows of monthly hard savings data.

What if I change variables?

If you select a variable that is not compatible with any of the previously selected variables, Companion adds the selected variable and removes the variables that are not compatible.

The following table shows the compatibility of different variables.
Variable Compatibility
Number of Projects variable Not compatible with any other variables
Events Compatible only with other events
Multiple-entry variables Compatible only with multiple-entry variables in the same category
Single-value variables Compatible only with single-value variables

Summary functions

You can use the following functions to create summaries for the dashboard.

Function Description Example

Count

The number of times a data field contains a value.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3  
Project 4 $49,000
Project 5 $50,000

Count = 4

Skipped Count

The number of times a data field does not contain a value.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3  
Project 4 $49,000
Project 5 $50,000

Skipped count = 1

Total Samples

The total number of projects that are scanned.

Total Samples = Count + Skipped Count

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3  
Project 4 $49,000
Project 5 $50,000

Total samples = 5

Grouped Count

The number of times a list field contains the same value.

Note

This function applies only to list fields.

Project % Complete
Project 1 40%
Project 2 30%
Project 3 80%
Project 4 30%
Project 5 30%
Grouped count:
  • 30% = 3
  • 40% = 1
  • 80% = 1

Sum

The result of adding all values for a data field.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Sum = $243,500

Mean

The sum of all values for a data field, divided by the total number of projects scanned.

Mean = Sum / Count

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Mean = $48,700

Median

The middle value for a data field in a group of projects. For an even number of projects scanned, the median is the average of the two middle values.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Median = $49,000

Minimum

The lowest value for a data field in a group of projects.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Minimum = $47,500

Maximum

The highest value for a data field in a group of projects..

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Maximum = $50,000

Standard Deviation

The spread of the data from the mean expressed in the same units as the data.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Standard deviation = $975

Variance

The spread of the data from the mean.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Variance = 950,000

Range

The difference between the largest and smallest values for a data field in a group of projects.

Project Savings
Project 1 $47,500
Project 2 $48,000
Project 3 $49,000
Project 4 $49,000
Project 5 $50,000

Range = $2,500

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