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Aggregate by

  • Updated

Purpose

Aggregate (or group) records in a job and summarize the group using one of the functions shown below.

 

Category Location: All, Calculate or manipulate

 

Field Description

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  1. Group by – the attribute used to group your records for aggregation. The attribute used should identify groups of records you want to summarize in some manner. This attribute must be a text attribute. 
  2. Operation – The operation to apply to the grouped records. Options are:
    • Sum
    • Average
    • Min
    • Max
    • Count
    • Standard Deviation
    • Variance
    • Range
  3. Attribute to aggegrate – the attribute to be operated on once the records are grouped. This attribute must be of type whole or real.
  4. Target attribute – the attribute used to hold the results of the operation on the grouped records. This attribute may be the same as the Aggregate on value, or you can write to a different attribute. The Target attribute must be of type whole or real. Note that all records in the group will result in the same value in the Target attribute. 

 

Tips

  • If you need to group by using two attributes, combine the attributes using the concatenate or combine attributes task, and then group by the new combined attribute.

 

Examples

  • Count the number of contacts associated with a particular account. (Group by account and aggregate (count) the number of contacts.) 
  • Find the maximum days in status for each lead status group. (Group by lead status and aggregate on days in status.)
  • Find the average deal size for a specific type of opportunity. (Group by opportunity type and aggregate (average) the deal size.)

 

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