Aggregator Presets

The aggregation operation is always run from the configuration defined in a preset.

To access the Aggregator Preset manager, click the CONFIGURATION  button at the top left and select Data Aggregator.

The panel on the left shows a list of the stored presets. Click over a preset name to display the content of the preset.

You can use the search box Type to search presets... below the top menu to enter a string to match for any sequence of letters that is contained in preset names. Click the X button to restore the list to all presets.

Preset editor

Operations on presets are accessed in the top menu:

• +New: Create a new preset; type a name into the Add New Preset dialog.
• Save: Save changes to the currently-opened preset (disabled if there are no unsaved changes).
• Rename: Rename the selected preset.
• Delete: Delete the selected preset.
• Import: Import a preset from a local '.preset' file; a preset of the same name cannot already exist.
• Export: Export the selected preset data to a local '.preset' file.

Aggregation Settings

Document Type: Select the 'Source Document Type', and the 'Destination Document Type'.

Scenario: You can select one scenario for source documents, and one different scenario for destination documents. Or, select more than one source scenario and those data will be aggregated into the corresponding scenarios in the destination documents. Or, select 'All scenarios' for the source and all scenarios will be aggregated into the corresponding scenarios in the destination documents.

Revision Tag: Set a Revision Tag for the source documents ('Latest' is default).

Include destination document data in aggregation: If not enabled (default setting), the existing variable values in destination documents will be ignored and replaced by the aggregated values. If enabled, the existing values will be added to the aggregated values.

Source Document Property Filter

You can set up logical conditions, based on the values of document properties, to create a filter which will select a sub-set of source documents from the version hierarchy.

The Is blank and Is not blank conditions can be used to filter based on properties that are null-valued or not null-valued.

Comment and Revision Tags

The Comment and Revision Tags fields can be used to set default content for the revision history during a data aggregation. These can be modified in the New Revision Details dialog when the preset is being used.

Variable Settings

When you have set the source and destination document types for a new preset, a list of variables that are common for the two document types will be inserted into the Variable Settings field.

The list can be ordered in different ways by clicking the column headers, and the list can be filtered by using the filter button in one or more of the column headers.

Use the check boxes in the first column to select the variable mappings that will be used for aggregation.

If you want to change the mapping of a source (or destination) variable, click in the destination (or source) cell and select a different variable. Variables must be compatible for variable type and aggregation method; if not, this is indicated by a red outline to the cells.

You can also set up mappings manually, using the top row of the list: click in the cells 'Add a variable to aggregate from' and 'Add a variable to aggregate to'.

A mapping can be deleted by hovering the mouse over it, then clicking the red x button which appears in the 'Action' column.