What are rollup calculations?

Rollup calculations produce summary measures in special BigPicture maps, including data maps, linked maps, and org charts. Examples are provided below.

NOTE: The formatting of the rollup calculation is based on the formatting that is assigned to the cells where the data is being pulled from.

Rollups in data maps

Data set for the map

Here is a typical data set for a data map, where each row includes sales information for some product in some country in some year.

Select grouped topics

There will be three levels of grouping, first by year, then by region, and then by (product) category.

Select grouped topics

Select end topics, including the desired rollup calculations

To add rollup calculations throughout your map, click on the box in the 'Rollup to Grouped Topics?' column for each variable (column of data) that you would like to have calculated. (See #1) In this example two numeric columns (Profit and Units Sold) will have calculations added and included in rollups. Note that Units Sold will have three calculations and Profit will have one.

For example, the map will show total profit for the entire data set, total profit for 2011, total profit for North America in 2011, and total profit from sales of hair care products in North America in 2011. As well as Total, Average and Standard Deviation of Units Sold because we chose Units Sold with three different calculations. (See #2)

If you check the bottom Rollup End Topic Count option, the grouped topics will show the record counts, i.e., the number of data rows, in each topic. (See #3)

NOTE: If the rollup boxes weren't checked, these totals (and counts) wouldn't appear in the map. However, totals for the two numeric columns would appear in the end tables. For example, the end table would show total profit for each product separately, and/or for each country separately.

Select end topics, including the desired rollup calculations

View rollup results

Here are some of the rollup calculations. If the rollup boxes weren't checked, the chosen calculations for Units Sold and Profit wouldn't appear in any of these topics.

View rollup results

Rollup End Topic Count

BigPicture has the ability to provide counts in grouped topics. (see #1) These counts can be displayed in the non-detail view and in topics(#2). In the example below, BigPicture provides the counts for each of the groups. You can specify what you would like the label of the counts to be. (#3)

Rollup End Topic Count

Rollups in linked maps

Data set for the linked map

This data set lists cereal categories (through row 14) and individual cereal products (from row 15 down). The rollup calculations will apply to the categories. Because these categories don't have values for columns C to H, BigPicture requires asterisks in these columns if rollups are desired.

Data set for the linked map

Specify relationships

You first indicate how topics are linked (i.e., related) by clicking on the drop down arrows in the Topic field and the Parent of Topic field.

Specify relationships

Specify desired rollup calculations

In this example, it makes sense to request averages for the four numeric columns. For example, the map will show the average price per ounce for all cereal products in the data set and for all Kelloggs products in the data set.

NOTE: You can add the same 'Data for Calculation' option multiple times with different 'Calc Types'. (See #1) In this example they will appear as a Topic Note instead of as a Topic Label.

Specify desired rollup calculations

View rollup results

Here is a sample of the category topics. If rollup calculations weren't requested, none of the topics would contain any of these averages.

Rollups for an org chart

Data set for the org chart

This data set not only includes the two columns (second and third) that define the employee-to-supervisor relationships, but it also includes a numeric variable, salary, that can be used for rollup calculations.

Specify relationships

You first indicate the employee-to-supervisor relationships.

Specify relationships

Specify desired rollup calculations

In this case, for each employee, the total salary of all direct and indirect subordinates will be shown. Also, by using the keyword Headcount, the number of all direct and indirect subordinates will also be shown. For an employee with no subordinates, only that employee's salary will be shown.

Specify desired rollup calculations

View rollup results

The rollup results are shown in "topic notes" indicated by summation signs. A few have been opened here. For example, Loretta Smith supervises 11 employees, directly or indirectly, and their total salary is $1,142,500. On the other hand, Harold Cross supervises no one, and his salary is $64,600.