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Understanding Totals in Custom Reports: Why Sums Don’t Always Match
Understanding Totals in Custom Reports: Why Sums Don’t Always Match

This article details why the sum of your rows may not add up to the total in a Custom Report that contains average metrics or breakdowns.

Abby Garland avatar
Written by Abby Garland
Updated over a month ago

Overview

This article explains common reasons why the totals displayed in Custom Reports might not match the sum of rows or the totals in exported reports. These discrepancies often occur when using average metrics, breakdowns, or when exporting data that includes foreigner dimensions.

Using Average Metrics in Your Report

When your Custom Report includes average metrics (e.g., Average Order Value), the bottom row total doesn’t represent the sum of the rows. Instead, it is calculated using the metric’s formula.

How does it work?

For metrics like Average Order Value (AOV), the total in the bottom row is calculated as:

Total Sales ÷ Total Orders

For example, if your report displays multiple rows for AOV:

Bottom Row Total = Sum of Total Orders ÷ Sum of Total Sales​

This ensures the total reflects the true average, not the sum of individual rows.

Using Breakdowns in Your Report

When you add a breakdown dimension (e.g., Order Tag or Discount Code) to your report, it creates a separate row for each unique combination of metrics and breakdown values. This can lead to totals that don’t match the sum of rows.

Example:

If you use the Order Tag breakdown with the Total Orders metric, an order with multiple tags will appear in multiple rows. This can make the sum of rows exceed the actual total number of orders because the same order is counted multiple times across rows.

Exported Report Totals vs. App Totals

When exporting a Custom Report into a .csv or Google Sheets file, the total for some metrics (e.g., Net Sales) may differ from what is displayed in Polar. This happens when the report includes foreigner dimensions, which can introduce duplicated rows.

What Are Foreigner Dimensions?

A foreigner dimension is a data attribute linked to a record but not unique to it. Examples include:

  • Discount Code

  • Product Tags

  • Customer Tags

  • Order Tags

These dimensions can create multiple rows for the same record in your export.

Example Scenario:

If an order has two discount codes and you use the Discount Code dimension, the export will include two rows for that order, each showing the full Net Sales value. This duplication inflates the column’s sum in the exported file compared to the total calculated in Polar, which accounts for these duplications.

How to Reconcile Differences

For Discrepancies in the App:

  • Average Metrics: Trust the bottom row total, as it uses the correct formula.

  • Breakdowns: Understand that rows may represent overlapping data, especially when using dimensions like Order Tags.

For Discrepancies in Exported Files:

  1. Remove Duplicates: Use tools like pivot tables or unique identifiers to consolidate rows representing the same record.

  2. Sum Unique Records: Identify unique orders using an Order ID column and sum only those rows.

  3. Rely on App Totals: Use the totals displayed in Polar for accurate reporting.

Need Help?

If you have further questions about how your data is calculated or why totals differ, our Care Team is here to assist. Reach out via the in-app live chat for personalized support.

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