Configuring aggregated calculations in process grids

This article applies only for the beqom Web Application.

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In process grids, aggregated fields can be set up in order to give additional information based on existing indicator fields and are based on formulas configured in the Admin Portal. The current available aggregated field types are Sum, Average, Count and Threshold (min and max) and are displayed in a summary row at the top of a process grid column.

This article details the procedures to set up calculated aggregations in process grids and the known limitation of the feature.

Enabling Aggregation Type in the Total Summary Row at Column Level

The first step is to enable the display of the aggregation type below the process grid columns, in the total summary row.

To enable the aggregation for the required process grid fields, proceed as follows:

1. Go to the beqom Admin Portal.
2. Open the (Undefined variable: CompoVariables_AP.Design).
3. Click Administration > Indicator Fields on the left menu.
4. In the list of available fields, select the field (with "free input" source) for which you want to enable the aggregation.
5. In the Process Fields tab, check the Show aggregated data box.
6. Click the icon and click Yes. The aggregation type (by default, SUM) is now displayed below the relevant column.

Repeat the operation for other indicator fields (columns) if needed.

Enabling Aggregated Calculations on Grouping (Optional)

In the case that you want to enable aggregated calculations when a group view is applied to the process grid, proceed as follows:

1. Open the beqom Admin Portal.
2. Go to the (Undefined variable: CompoVariables_AP.Design).
3. In the Process tab and select the relevant process grid.
4. In the Process Properties tab, check the Enable Grouping Aggregation box.
5. Click the save icon and click Yes. Aggregated calculations are now enabled when a group view is applied to the grid.

Configuring the Aggregation Type

The aggregation types are configured via the aggregation_type parameter (values from 1 to 5) in the k_m_fields database table. The configuration of aggregated calculations is thus done on field level.

The following table describes the aggregation types with their related parameter:

Parameter Value	Aggregation Type	Description
1	SUM (default)	Returns the sum of all the data targeted by the formula.
2	AVG	Returns the average value for all the data targeted by the formula, plus the count (number) of records.
3	MIN	Returns the minimum value for all the data targeted by the formula.
4	MAX	Returns the maximum value for all the data targeted by the formula.
5	COUNT	Returns the count (number) of records targeted by the formula.

This is an note/information message.

AVG, COUNT and MIN fields ignore "Null" values but include "0" values in the calculation process.

Known limitation

By design, indicator fields configured with default values are not supported in the calculation of sum and average aggregation types.