TRANSFORMER

Aggregation

Aggregation can be used to perform different operations on figures in the source. The figures can be grouped in different ways before the operations are performed.

The grouping function that is built into BMP data records target performs similar aggregation on periods (day, month, quarter, year etc.) as standard, so in many cases it may be unnecessary to use an Aggregation process.

Creating an Aggregation process

To create an Aggregation process, right click in the Transformer design panel, choose Process -> Aggregation. Connect it to the previous process as described in Processes.

Properties

General

Name - the name "Aggregation" is generated automatically but it may be changed
Description - an optional text describing the process

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Custom

Aggregation function - Choose the type of function you want to use from the drop-down list
- SUM - gives the sum of the values
- AVG - calculates the average of the values
- COUNT - counts the number of records
- MIN - gives the lowest value found
- MAX - gives the highest value found
Value column - Specify the column in the source that contains the values you want to use. Only columns defined as numeric will be in the drop-down list.
Columns - Describe how to group the entries in the source by adding columns found under Columns on the left to Group by on the right. The entries will be grouped together according to your definition, and figures for each grouping will be treated separately.

Example

The source contains three columns: Org., Dept., and Figures.

You want to add the figures and group by Org and Dept.

In Aggregation function choose "SUM"
In Value column choose "Figures"
In Group by choose first "Org." and then "Dept."

The figures will be summed for each Dept. within each Org.

To add all the figures for each Org. select only "Org" in the Group by column.