What is an Aggregate Table?
You can use aggregate tables for aggregation calculations and pre-calculation (pre-processing) of existing form data for further invocation. Currently, when designing forms, you can use data in aggregate tables through Data Linkage, RelatedQuery, and RelatedData.
The best scenario for aggregate tables is purchase, sales, and inventory.
This can be in the standard process of purchase, sales, or inventory, or it can be a business scenario, such as annual leave days (purchase), days off (sales), or days left (inventory).
The feature is a premium advanced function. Different plans have different limits for use.
Free Plan | Trial Plan | Standard Plan | Enterprise Plan | Flagship Plan |
1 | 20 | 10 | 20 | 100 |
For details, see Jodoo Pricing.
Terminology Explanations
Terminology | Explanation |
Rename | Click the upper left of an aggregate table to rename it. |
Data Source | If there is a single form, directly click it. If there are multiple related forms, you need to set related fields after selecting forms. |
Set Filter | Set filters to filter out useless data and then calculate data to ensure the accuracy and validity of pre-processing data. |
Dimension | It is the beginning part of each row in the aggregate table. Generally, the fields in the header of the row are arranged vertically on the far left, and the values corresponding to the form are arranged horizontally. |
Measure | Support three aggregations for source forms and existing indicators: sum, average, and count. |
How to Set up?
1. Click Workspace > App > App Management. Then select Aggregate Tables under Advanced Features.
You can view and edit existing aggregate tables directly on the page.
How to Sort Aggregate Tables?
You can sort aggregate tables by drag and drop.
How to Copy Aggregate Tables?
Click the copy button to duplicate the current aggregate table and go directly to the edit page, saving you the trouble of reconfiguring data sources, filter conditions, and other settings.
How to Delete Aggregate Tables?
You can delete aggregate tables that are no longer needed.
How to View Calculation Result?
Click View Calculation Result. You will see the full results, and also calculate, filter, select display fields, refresh, and show them in full screen.
Notes:
1. Aggregated tables that have not been 'saved' or 'calculated' will not display the calculation results.
2. When the aggregation table calculates inaccurately due to abnormal reasons such as network fluctuations, it is recommended to click "Recalculate" for data calibration.
How to Calculate?
When the page prompts for data to be calculated, that is, the correct configuration has been saved but full calculation has not been performed, you can click "Calculate" to perform full calculation.
Note:
Calculation is the full aggregation calculation of all form data that meets the conditions. If the data volume is large, it is normal for the calculation time to be slightly longer.
How to Use Aggregate Tables?
Using aggregation tables is similar to using pivot tables. Compared with dashboards, the biggest difference is that data in the aggregate table can be used in the form. For example, in the inventory scenario, the calculated current inventory is applied to the outbound table to get the latest inventory in real time and avoid negative inventory.
Cases are using aggregate tables: inventory case, data filtering case, examination booking case, etc.
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