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Aggregation

Overview

Set the "Column" to be displayed in the "Aggregation" field at the top of the "Screen Index". Using "Class Column" enables "Grouping" by classification for aggregation purposes.

Screen index in its default state, with no aggregation set

Aggregation tab with Owner enabled and the count aggregated by owner

Screen Index showing the count aggregated by owner

When a Check Column Is Added

If you "Add" a "Check Column" as an aggregation column, aggregation is performed for "Unchecked" and "Checked". In the image below, the left side is "Unchecked" and the right side is "Checked".

Aggregation by check column. Unchecked on the left, Checked on the right

Limitations

  1. Only "Work Volume Column", "Remaining Work Volume Column", and "Numeric Value Column" can be used for "Total" and "Average" aggregation.
  2. Only "Status Column", "Manager Column", "Owner Column", "Class Column", and "Check Column" can be used as the "Column" for "Grouping".
  3. "Grouping" by a "Class Column" that has "Multiple Selection" enabled cannot be performed.

Required Permission

Site Administration Permission

Operation Procedure

  1. Open the relevant table.
  2. Click "Manage" on the navigation menu.
  3. Click "Manage Table".

    Navigation menu with Manage - Manage Table

  4. Click the "Aggregation" tab. In "Option List", click the "Column" you want to aggregate and click the "Add" button to move it to "Current Settings". Click the "Advanced Settings" button to set the "Aggregation Type".

    Aggregation tab of the Manage Table screen

    Tip

    If you select "No Classification" in "Option List", aggregation is performed for the whole without "Grouping".

  5. For "Aggregation Type", select one of "Count", "Total", or "Average".

    Aggregation type setting with Count, Total and Average