Managing aggregation methods for a linked view

When you first create a data set link, the attributes in the linked view are aggregated by the default aggregation methods set for their data types. However, you can change the aggregation methods used for individual attributes from either the Data Set Manager or the Data Set Relationships tab of the data set details footer panel.

For more information on aggregation methods, see Selecting the available and default aggregation methods for an attribute.

To manage the aggregation methods for a linked view:

  1. Open either the Data Set Manager or the Data Set Relationships panel:
    • To open the Data Set Manager, click Configuration Options > Project Settings, then select Data Set Manager.
    • To open the Data Set Relationships panel, click the data set details icon in the footer, then select the Data Set Relationships tab.
    A diagram of the data sets and linked views in your project displays.

    The data set diagram displaying two linked data sets.

  2. Click the pencil icon for the view you want to modify.

    The manage aggregation dialog displays.

    If the selected view is contains more than one data set, the dialog contains a drop down menu for selecting the data set whose aggregation methods you want to modify.

    The dialog also contains a table that displays sample values from the selected data set. The two leftmost columns contain values from the Record ID and Link Key attributes of the selected view.

    The remaining columns contain attributes and values from the selected data set. The aggregation method used for each attribute is listed below the attribute's name.


    The manage data set aggregation dialog.

  3. If the selected view is linked to multiple data sets, select the name of the data set you want to modify from the drop down menu.
  4. Click the down arrow next to the aggregation method you want to modify.
    Note that this will not be available for String attributes.
    A drop down menu displays, listing the available aggregation methods for that attribute.

    The drop down menu displaying the list of available aggregation methods for the seletect attribute.

  5. Select one of the available aggregation methods, then click Save.
    The dialog is updated to display the new values for the modified attribute.

    The edit aggregation dialog displaying the updated values.

  6. When you are finished, click Close.