Product Information: Aggregating Dashboard Data

Users can easily aggregate data and create comprehensive reports from different data sources using InetSoft's award-winning dashboard software. View the example below to learn more about the Style Intelligence solution.

To define grouping and data aggregation columns (summary columns) for a Data table, follow these steps:

1. Right-click the table's title row and select 'Group and Aggregate'. This opens the 'Aggregate' dialog box.
2. Select the grouping columns by clicking the 'Group' check box next to one or more column names.
3. When you enable grouping for a column, by default each distinct value in the column defines its own group. Aggregation is then based on these groups. For example, if you group a column of state names, each distinct state name will define its own group, and aggregate val­ues will be computed for each of those groups.

4. (Optional) If a user-defined group matches the grouping column data format (String, Double, etc.), you can select the user-defined group from the right-side menu.
5. User-defined groups give you greater flexibility in partitioning the entries in a column for grouping. If you select a user-defined grouping from the menu, aggregations will be based on that user-defined grouping.
6. (Optional) If you specify grouping for a column that has a Date format, you can select a predefined or user-defined Date grouping (Year, Quarter, etc.) from the right-side menu.
7. The actual date values in the grouping column will be replaced with the new group labels, e.g., '1st Quarter', 'January', etc.
8. Click the 'Aggregate' check box for columns containing the measures that you wish to aggregate (summarize).
9. For the aggregate columns, choose the method of aggregation (Sum, Correlation, etc.).
10. (Optional) For the univariate aggregation methods (Sum, Max, etc.), select the 'Percentage' check box to display the aggregated measure as a percentage of the grand total.
11. (Optional) For the bivariate aggregation methods (Correlation, etc.), select the second operand (column) for the computation from the 'with' menu.
12. Click 'OK' to close the 'Aggregate' dialog box.

View live interactive examples in InetSoft's dashboard and visualization gallery.

The table is now grouped. Only the table columns that are either grouping columns or aggregate columns are shown in the grouped table. All other columns are hidden. In the grouped table, each column has an icon indicating whether it is a grouping column or an aggregate column. Click any of these icons to reopen the 'Aggregate' dialog box.