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Aggregation/Data pivot

1. Click on Add/Edit Views.

2. Click on Aggregation.

3. A list of all the columns will appear. Select one (more than one can be selected).

4. Click on Add, or double click on the name of the column.

5. The column will be added to the Aggregation Hierarchy on the right side.

6. The aggregation hierarchy or GroupBy tree will be displayed on the top left of the screen.

ANOTHER WAY OF DOING THIS

Click on the name of the column, and drag it to the GroupBy section. You can also do the opposite operation. Drag it from the GroupBy to the Column header. In the next example, we use test column. As soon as we drop this column on the GroupBy, it will disappear from the Column Header.

IF YOU WANT TO CHANGE THE VALUE THAT THE COLUMN WILL DISPLAY

Go to Add/Edit views.Click on Aggregation and select a column.The column does not need to be added to the Aggregation Hierarchy.

The value that the column will display can be changed.

If the value under “Grand Total”, is changed, then it will affect all the columns to the right and they will all show the same value.

If the value under “Fund” is changed, it will also change all the values to the right, but it will not affect the values on the left, and so on with every column.

So every column can have its own aggregation rules.

“The Direction”, ascending or descending, and the “by”, for example: “Fund”, can also be changed under sort.

RULES CAN ALSO BE SET UP AUTOMATICALLY

Go to “Configuration”. Click on “Applications”, a window will appear.

Go to “Default Aggregation Functions”, the rules can be changed.

Updated on May 8, 2023

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