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Aggregation Block settings

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Aggregation settings define how Block values are calculated across a selected Entity in a Layout. Use these settings to return aggregated results, such as a distinct count, average, or sum, when the Block must show values at a different level of detail.

Under the "Aggregation" menu, it is possible to apply an aggregation function to a Data Block.

The available functions are the following:

  • Distinct count. Returns the distinct item count for the selected Entity on every cell. For example, in a report configured by Customer and Month, a distinct count function on the Entity Product will return the distinct number of products sold for each Customer detailed by month.

  • Average. Returns the average value for the selected Entity, where average = sum/distinct count.

  • Sum. Returns the sum for the selected Entity. For example, in a report configured by Product Group and Month, the sum function on the Entity Product will return the sum of products sold for each Product Group detailed by month.

The user can filter the Entity members considered by the function using the "Limit to" options:

  • None (default). No filters applied.

  • Top. Returns the function results from top to bottom considering only n Entity members, where n is the number defined in the "Item count" field.

  • Bottom. Returns the function results from bottom to top considering only n Entity members, where n is the number defined in the "Item count" field.

  • Range. Returns the function results from a range of Entity members defined by the "From" and "To" fields.

The aggregation function is ignored when the same Entity is configured by Row or Column

When you use an aggregation function, you must select a target Entity for calculation. However, Board shows the Cube value and does not apply the aggregation function if the same Entity is also configured by Row or Column in the Layout.

Aggregation is not available for a Flex Grid in the Block settings. To set aggregation, do so in the Values area of the Fields panel directly in a Flex Grid.