Aggregating Action View Results

When you run an action view the Summarize Duplicate Rows checkbox on the action view template determines whether or not the results are aggregated by default. Within the results grid you can turn aggregation on and off by clicking the icon in the toolbar. The current status of this setting is saved when you save your view.

When aggregation is enabled, rows displaying the same information are rolled up into a summary row. This can be useful, for example, when aggregating on opportunity line item. Hiding columns can cause further aggregation to be applied as rows lose their uniqueness. This is shown below.

For example, let's assume these are your 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 are:

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 are:

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.

Additional Information

When duplicate rows contain errors in a formula column, the aggregated row sums the values that it can for that column and displays a warning triangle symbol next to the aggregated value. The triangle symbol denotes that errors exist in some rows that have been aggregated.

When performing actions on aggregated rows, only actions that can be performed on multiple lines are available.

Subtotals and grand totals base their calculations on the aggregated values, not on the individual values on duplicate rows.

If you click to make a fresh selection after having applied aggregation, aggregation will be applied to the new rows as they are retrieved.