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:
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:
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:
Account | Value |
---|---|
HOWARD LTD | 45 |
MANNING INC | 25 |
If you show the User and Date columns again, this aggregation is removed.