Aggregations and aggregation types

Effortlessly analyze and summarize data in your List to gain valuable insights from your portfolio data.

At the foundation of your List lies the aggregation layer that is always visible at the bottom of the List. This layer compiles and summarizes data, making it easy for you to visually understand all your data. 

 

Default Aggregation Types

Number fields

For number fields the default aggregation type is Average. This method provides a quick way to get the mean value of the numbers present in the List. There are also the following aggregation types available:

  • Sum: Aggregates the sum of all numbers.
  • Min: Aggregates the minimum value.
  • Max: Aggregates the maximum value.



Dropdown fields

The default aggregation type here is relative distribution, displayed in a battery view/ stacked bar chart. This visualization helps you quickly understand the distribution of your data.

You can hover over each section to get more insights in the form of: 

[#elements_with_this_value / #all_elements – relative_distribution – field_value]

 

Users

When dealing with user fields the default aggregation type is Sum. This aggregates the total count of (unique) users.

There are also the following aggregation types available:

  • Min: Aggregates the minimum value (only for multi-select user fields).
  • Max: Aggregates the maximum value (only for multi-select user fields).

 

How to change aggregation types

Follow these steps to change the aggregation type for the specific column/field you are interested in:

  1. Hover over the aggregation field for the specific column; you will then see an arrow.
  2. Click on this arrow to open the aggregation-type menu. Within the menu, you see all available aggregation types for that field. Select the one that best suits your analytical needs.

 

Turning off aggregation

Sometimes you may want to view your data without any aggregation.

For each aggregation option there is a None option available. Select None to turn off aggregation for a specific field.

Follow the steps described under How to change aggregation types to turn the aggregation on again.