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.