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Number field aggregation

A quick explanation of how the aggregation works with number fields in the Dashboard widget.

Dovidas Baranauskas avatar
Written by Dovidas Baranauskas
Updated over a week ago

With the new update of the Sheet view widget for the Dashboards, we also introduced improved number field aggregation. In this help article, we will go through the changes and explain how they are shown in the Dashboards.

Difference between aggregate and values set on the card

In the example, we have three character cards, Adam, Jerry, and Tina, that are assigned estimations and added to boards Alpha and Beta. The original estimation is the same on both boards as the cards are the same. Character card Jerry has the original estimation 20 d, but the sum is different because the child cards have different values. In the board Alpha it is 11 d, the sum of Tail and Ears cards. In the board Beta, the sum is 16 d.

There is no original value set for the character card Adam. Thus, we can only see the sum of the children from the different boards (board Alpha 15 d and board Beta 14 d).

How the aggregate of aggregates show on the dashboard sheet view widget

In the right pane, we have a dashboard with a sheet view widget showing the 3 character cards from the whole collection as a source. We see the card Jerry with the estimation of sum 27 d and the original value 20 d.

By hovering over the card's estimation, we can see where the sum of 27 d comes from. The sheet view widget shows the final sum as the aggregate of aggregations from all the boards where the card is. (11 d (Alpha) + 16 d (Beta) = 27 d (Total sum in sheet view widget))

The total sum at the bottom also shows different aggregations:

  • Sum incl. aggregates

In the example, 86 d is the sum incl. aggregates, and it counts all the cards with sum and the cards without sum, but with only the original value. (9 d + 21 d + 27 d + 29 d = 86 d)

  • Sum excl. aggregates

In the example, 44 d is the sum excl. aggregates and it counts all the cards' original values. (9 d + 15 d + 20 d = 44 d)

How to set the card estimation to be different in multiple boards

In a case where we have a card that has to have a different estimation from different boards, we can choose to copy the card, add to one of the boards and include a different estimation

In the example on board Gamma, the character Jerry card is copied, and it has a different estimation. From the dashboard sheet view widget, you can see it is shown as two different cards Jerry and Jerry (copy). You can then filter the dashboard and see the sum specifically for Jerry cards.

The examples here are shown with the sum aggregation, but it also works with other aggregations that you can choose from the number field customize option. If you have chosen no aggregation (None), then in the boards and in the dashboard the total sum is not shown.

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