Aggregation

Overview

One of the first things that you may notice when building a report is that your data is at too low a level. For example you may want to know the total revenue for a year but the report is bringing back every transaction for the years selected. In this example you need to aggregate the data in your report. You need to sum revenue for the year.

Yellowfin includes standard aggregation functions (sum, count, average, minimum, maximum and percentage) that enable you to make quick calculations on the data in reports. The choice of metric applied is determined by the aggregation menu buttons.

Changing Aggregation

To change a metric aggregation, complete the following:

1. Move your cursor over the metric object in the box and click on the metric name. The item will now be highlighted.
2. Now select the aggregation type that you wish to apply - you will notice that the icon on the left hand side of the measure object will be updated with a new icon to indicate the aggregation applied.
   

Removing Aggregation

To remove an aggregation or advanced function from a field, do one of the following:

1. Reset the calculation by selecting the metric and clicking the clear link.
2. Remove the measure from the report entirely by dragging it out of the columns section.