Aggregating the Inquiry Results

Depending on your business needs, you may want rows of duplicate data to be rolled up so that they are summarized. For example, when viewing a list of transactions you may prefer all transactions for the same account to be rolled up and their values summed so that you see a summary for an account on one row.

You can choose to have duplicate rows aggregated by default by selecting the Summarize Duplicate Rows checkbox on the General tab on the Action View Template - New page. When this checkbox is selected, action view results are displayed with duplicate rows already aggregated. Further aggregation will be applied if hiding columns in the results grid causes rows to lose their uniqueness. This is illustrated below.

Example

Assume that these are your initial inquiry results:

Initial inquiry results

User	Account	Date	Value
Mary	HOWARD LTD	01/01/2014	10
Mary	HOWARD LTD	02/01/2014	15
George	HOWARD LTD	03/01/2014	20
George	MANNING INC	02/01/2014	10
George	MANNING INC	03/01/2014	15

If you hide the Date column, the aggregated results will be:

Aggregated results when Date column is hidden

User	Account	Value
Mary	HOWARD LTD	25
George	HOWARD LTD	20
George	MANNING INC	25

If you then hide the User column, the aggregated results will be:

Aggregated results when Date and User column are hidden

Account	Value
HOWARD LTD	45
MANNING INC	25

If you show the User and Date columns again, this aggregation is removed.

Note:

Values can only be aggregated in a column if the Aggregatable checkbox has been selected for the field on the underlying dataview. Only numeric fields can be marked as aggregatable.