SECTIONSHow 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 |