Setting Up Aggregation

Aggregation setup determines, data by dimensions will be aggregated and by which method.

Aggregation can be set up on the Aggregation page in the aggregation block editing wizard:

To set up dimension aggregation:

  1. Select the dimension to be aggregated.

  2. Click the Edit button or double-click the dimension with the main mouse button.
    The Set Up Aggregation dialog box opens, in which set dimension aggregation parameters.

  3. If a dimension does not have alternative hierarchies, they can be used instead of standard dimension hierarchy. To select alternative hierarchy, use the drop-down menu of the Alternative Hierarchy button or the dimension's context menu. In the menu select the alternative hierarchy or the parameter that will be used to set alternative hierarchy.

If alternative hierarchy is selected for the dimension, the icon is displayed for it. To reset alternative hierarchy and return to standard dimension hierarchy, select the Reset item in the drop-down menu of the Alternative Hierarchy button or in the dimension's context menu.

As a result, dimension aggregation is set up. If required, similarly set up aggregation for the next dimension.

To delete the selected aggregation settings, click the Delete button.

Setting Up Dimension Aggregatiom

To set up dimension aggregation parameters, use the Set Up Aggregation dialog box:

Setup order:

  1. Select a destination level in the dimension, for which aggregation is set up. Use the Destination Level drop-down list. If the [All Levels] element is selected as a level, aggregation will be set up for all levels including those that can appear later.

  2. Determine aggregation method in the Aggregation Method drop-down list. For details about available aggregation methods, see the Aggregation Methods section.

  3. Determine source levels for aggregation.
    To automatically determine source levels, select the Automatically Determine Source Levels (Child Elements) checkbox.
    To manually determine source levels, make sure that the Automatically Determine Source Levels (Child Elements) checkbox is deselected and select checkboxes of all required levels.
    If aggregation is set up for all levels, the source levels are always determined automatically.

  4. Determine whether the destination level value should be taken into account on aggregation calculation. By default, aggregation is calculated taking into account destination level. If the value is required to be excluded from aggregation, deselect the Include Owner Value checkbox.

  5. Determine method of saving aggregated data at the destination level. Use the Save Aggregated Data group of radio buttons:

As a result, aggregation for the selected dimension is set up.

Features of Aggregation Calculation

If there are breaks in the selection, data is aggregated with jump to the level. A selection break occurs when child elements are selected, but their parent elements are no selected. In this case data of child elements of the non-selected parent element is used to calculate the next parent element.

For example, there is the hierarchy, in which there are breaks in elements selection:

Data is aggregated with jump to the level as follows:

Step The Include Owner Value checkbox is selected. The Include Owner Value checkbox is deselected.
Lower level value is calculated
  Item 1.1 = Item 1.1 + item 1.1.1 + item 1.1.2 Item 1.1 = item 1.1.1 + item 1.1.2
Upper level value is calculated
  Item 2 = Item 2+ item 2.1.1 + 2.1.2 Item 2 = item 2.1.1 + 2.1.2
  Item 3 = Item 3 + item 3.1.1 Item 3 = item 3.1.1
Root element value is calculated
  Root = Root + item 1.1 + item 1.3 + item 2 + item 3 Root = item 1.1 + item 1.3 + item 2 + item 3

Aggregation Methods

The following methods are available to aggregate dimension in matrix aggregation model:

See also:

Inserting and Setting Up Aggregation Blocks