Aggregation Settings

The aggregation setting of a node defines how the data is summarized when shown with less than its "full dimensionality". This setting is very visible when looking at the data in a tree view, as there the data is often shown on a per-year level. It also affects how the data is "Rolled up", if the ROLLUP or DROPLEVEL function is used.

Among the standard options you will find:

  • SUM
  • AVG (See weighted average below)
  • MIN
  • MAX
  • NONE
Aggregation Type Notes
SUM (default) Sum of all values
AVG The average value. To calculate weighted averages, see below
MIN / MAX The minimal value (on that specific aggregation level), e.g. can be a min-value per year & product
CLOSINGSUM The sum of the values at the end of each time value (e.g. Stock level on a node that contains in/out to warehouse)
CLOSINGAVG The avg value within a time period, e.g. average cash balance on a node that contains the balance.
NONE The node will not be shown aggregated.


Weighted Average by

You can specify a node which is used for weighting, e.g. use volume to weight the price to get an average price of products sold. See details below.

Weighted Average

The standard aggregation types only use the data of the node itself. However, typical drivers are cost ratios, prices, etc that must be weighted by a volume to make sense on an aggregated level. The weighted average aggregation setting allows you to define such a node. When using the weighted average, keep the following in mind:

  • The weighting node needs to have at least the levels of the node.
  • The weighted average is not supported for nodes using the RATIO function.
  • The average is calculated as 'Node' * 'Weight' / 'Weight'. When using the node in a chart, the aggregation to the requested chart dimensionality happens individually for the numerator ( 'Node' * 'Weight') and the denominator ('Weight') before the division and always using SUM as aggregation method (independent of the aggregation settings of 'Node' and 'Weight').

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