How Data is Summarized

When you run the summarization process, the source data is summarized according to the summarization methods defined for field mappings on the summarization template:

  • If a field mapping has the SUM summarization method, then values in that destination field will be summed on duplicate rows. Typically numeric fields, such as monetary values, are summed.
  • If a field mapping has the Group By summarization method, then rows will be grouped by the value in that destination field. Typically text fields, such as names, are used for grouping. The number of records that are summarized into a group is stored as a row count.

For example, these may be your source transactions:

Account Value
HOWARD LTD 175.00
HOWARD LTD 60.00
HOWARD LTD 50.00
HOWARD LTD 2000.00
MANNING INC 450.00
MANNING INC 260.00
MANNING INC 120.00

If the summarization template is set up to Group By account and to SUM values, when you run an action view to display the summarized data it is presented as:

Account Value Row Count
HOWARD LTD 2285.00 4
MANNING INC 830.00 3

Assume that these source transactions have different regional values:

Account Region Value
HOWARD LTD North 175.00
HOWARD LTD South 60.00
HOWARD LTD North 50.00
HOWARD LTD South 2000.00
MANNING INC North 450.00
MANNING INC North 260.00
MANNING INC West 120.00

If the summarization template is set up to Group By account and region, and to SUM values, when you run an action view to display the summarized data it is now presented as:

Account Region Value Row Count
HOWARD LTD North 225.00 2
HOWARD LTD South 2060.00 2
MANNING INC North 710.00 2
MANNING INC West 120.00 1