Column Type - Aggregation

How to rollup information from one table to another

Aggregation summarizes and brings aggregate numerical and other values from linked tables. Right now, the aggregation column type brings only numerical values. In this article, we will cover the following.

Pre-Requisite for Configuring an Aggregation (Rollup) Column Type

There is a pre-requisite for configuring an aggregate column type. You need to link the table that you want to bring information from. 

Note: 

You can only create an aggregate of the 'Number column type' in the linked records table. 

Types of Aggregation (Rollup) Operations

Currently, you can do various aggregation operations on Stackby and display the output in different formats like Integer, String, Decimal, Currency, % and Date.

These are:

  • MAX: Returns the largest of the given values

  • MIN: Returns the smallest of the given values

  • SUM: Sum of the values

  • AVERAGE: Returns the average of the sum of values

  • COUNT

  • COUNTA

  • COUNTALL

  • AND

  • OR

  • XOR

  • ARRAYJOIN

  • ARRAYUNIQUE

  • ARRAYCOMPACT

  • ARRAYFLATTEN

How to Configure an Aggregation (Rollup) Column Type?

Here's how to configure an aggregation once you have linked your tables:

  • Select a column and then select Aggregation as the column type

Below that:

  • Select the column on the current table to rows you want to aggregate

  • Then select a column from the linked rows from the table that you to summarize or bring the data

  • Now, select the type of aggregation that you want to do -- maximum, sum, minimum or average

  • Then select the formatting -- whether you need the data in decimals, integer, currency or percentage

  • Apply to bring in data

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Note: You can only use this column if you have link between records from two tables or more. This is a very powerful column type that helps you summarize records or calculations from one table to another. You can use it to create your KPIs in one table using this column types. It features on many our templates in our template gallery.

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