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Posted May 19, 2026
Aggregation is a part of the DAT Fields - Step 2 process. It applies an aggregate function to a field.

To aggregate a field, set its Role to Aggregate, then choose the aggregate function. An aggregate function can be applied to any numeric DAT Display Field.

Example:  You have selected fields for customer and invoice total.  You can use the sum aggregate to get the invoice totals for customers.  Suppose you now change that to have customer, invoice date, and invoice total.  Now, when you use the sum aggregate on the invoice total, you will get the daily invoice total for customers.  Each additional field you have in your result will further determine how the Aggregate is calculated.

    - Count will give a count of all the values.

    - Distinct Count will give a count of unique values.

    - Average will give the arithmetic mean - defined as Sum / Count

    - Max will find the maximum value.

    - Min will find the minimum value.

    - Sum will add up all the values.

Partition By

An Aggregate field can optionally use a Partition By column. Partition By computes the aggregate across a wider group than the row it sits on, without changing how the query is grouped. Select the Partition By column from the typeahead.

With no Partition By selected, the Aggregate field behaves as a standard aggregate. With a Partition By column set, the aggregate is calculated across the wider partition while each row stays grouped at the level of the query. This produces running totals, subtotals, and share-of-whole values within a single query.

Examples

    - Show each course's enrollment next to the department's total enrollment, in the same row.

    - Show a donor's gift total next to the campaign's total raised.

    - Show a student's tardies for the marking period next to the full-year tardy count.
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