Aggregate Table Retrieving
Introduction
Feature(s)
You can retrieve data from an aggregate table through fields, such as Data Linkage, Select Data, and Query Data. In a dashboard, an aggregate table can also be used as a data source.
Application Scenario(s)
Aggregate tables are widely used in many scenarios, such as the PSI (Purchase/Sale/Inventory), the annual leave management for employees, the calculation of membership card balance, and the material application.
Preview
Take the PSI scenario as an example. When you sell products, you need to retrieve the inventory data from an aggregate table. If the outbound quantity is greater than the actual quantity in stock, a corresponding prompt will be given.
How to Retrieve
Stored Data and Unstored Data
In retrieving an aggregate table, the difference among the three retrieving methods (including Data Linkage, Select Data, and Query Data) is whether to store data.
1. Store data to the system.
Data storage refers to submitting the data to the system with the form. Submitted data will be displayed on the Manage Data page. If there is no manual modification, the stored data will not change. Even if the previously retrieved data have changed, the stored data will not change.
2. Not store data to the system.
It means that the system will retrieve the real-time data for querying purposes without storing it to the system. For example, you need to check the inventory of apples to make decisons on the quantity to be purchased. But you do not expect the value of the Inventory field to be stored to the system, thus avoiding unnecessary storage of temporary or transient data.
Note:
The stored data can be used in the calculations such as formulas, and the unstored updated in real time.
Retrieving Data through Data Linkage
Click the field you need to link, go to Field Properties > Initial Value, select Data Linkage, and select an aggregate table. Then you can retrieve data from the aggregate table in real time and the data will be submitted to the system with the form.
Retrieving Data through Select Data
Drag the Select Data field to a form or a subform (multiple records) and select an aggregate table from the drop-down list of Related Form. Then you can retrieve data from the aggregate table.
Note:
The data from the displayed fields will not be submitted to system with the form. If you expect it to happen, you have to set Data Filling. For details, see Select Data.
Retrieving Data through Query Data
Drag the Query Data field to a form, select an aggregate table from the drop-down list of Related Form. Then you can retrieve data from the aggregate table. The retrieved data will be displayed but will not be submitted to the system with the form.
Retrieving Data in Dashboard(s)
An aggregate table can be set as the data source for Stats and Detail Table. In Dashboard, select Stats or Detail Table and select an aggregate table in Data Source. Then you can display the data in the aggregate table.
