Difference between revisions of "Aggregate Functions"

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These functions give you the ability to select a group of records from an arbitrary object and
These functions give you the ability to select a group of records from an arbitrary object and
produce an aggregate value, without having to write Java code.
produce an aggregate value, without having to write Java code.
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:* '''criteria: -''' A condition that specifies the object records that are part of the collection.  
:* '''criteria: -''' A condition that specifies the object records that are part of the collection.  
::* Typically, the criteria examines a Lookup field in the specified object and matches that value against the ID of the current record. For example, in a Customer record, the criteria might select for Orders that have a Lookup to the current Customer:
::: Typically, the criteria selects some field in the object record and compares it to a value in the current record. For example, to get total Orders for different sections of the country, you might have a Section object that contains one record for each state. (That arrangement would let you shift a state from one section to another, at will.) You might then use an aggregate function to total orders for each record:
:::<tt>AVG(Orders, related_to_Customer, 'related_to_Customer =' + record_id</tt>  
::::<tt>SUM(Orders, order_total, 'customer_state =' + section_state)</tt>  
::: You could then write a report to group the records by section name, giving you totals for each section of the country.
:::''Learn more:'' [[Common:Filter Expressions in APIs|Filter Expressions in APIs]]
:::''Learn more:'' [[Common:Filter Expressions in APIs|Filter Expressions in APIs]]


::* Criteria must contain at least one index field. If index is combination of fields, the criteria must contain first field in that index. (It does not need to be a unique index, but an index is required, for performance.)
::* Criteria must contain at least one index field. If index is combination of fields, the criteria must contain first field in that index. (It does not need to be a unique index, but an index is required, for performance.)
:::''Note:'' The maximum number indexes currently allowed in an index definition is 5.
:::''Note:'' The maximum number of indexes currently allowed in an index definition is 5.


;Considerations:
;Considerations:
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:::  Add, Update, Delete, Import Record, Ownership Change, Workflow State Change
:::  Add, Update, Delete, Import Record, Ownership Change, Workflow State Change
::* Add/Update Record Actions for Action-Based Data Policies
::* Add/Update Record Actions for Action-Based Data Policies
::* Add/Update Record Actions for Calendar-based Data Policies
:* Default Values
:* Default Values
:* Formula Fields
:* Formula Fields
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:* Custom Access Criteria
:* Custom Access Criteria
:* Reports
:* Reports
:* Add/Update Record Actions for Calendar-based Data Policies

Latest revision as of 21:58, 5 March 2012

These functions give you the ability to select a group of records from an arbitrary object and produce an aggregate value, without having to write Java code.

Methods Field Types
SUM(object_name, object_field, criteria) number, currency, boolean
AVG(object_name, object_field, criteria) number, currency, boolean
MAXIMUM(object_name, object_field, criteria) number, currency, date
MINIMUM(object_name, object_field, criteria) number, currency, date
COUNT(object_id, criteria) n/a

where:

  • object_id - Object Name or Object Identifier
  • object_field - Field in the specified object (other than a Lookup field)
  • criteria: - A condition that specifies the object records that are part of the collection.
Typically, the criteria selects some field in the object record and compares it to a value in the current record. For example, to get total Orders for different sections of the country, you might have a Section object that contains one record for each state. (That arrangement would let you shift a state from one section to another, at will.) You might then use an aggregate function to total orders for each record:
SUM(Orders, order_total, 'customer_state =' + section_state)
You could then write a report to group the records by section name, giving you totals for each section of the country.
Learn more: Filter Expressions in APIs
  • Criteria must contain at least one index field. If index is combination of fields, the criteria must contain first field in that index. (It does not need to be a unique index, but an index is required, for performance.)
Note: The maximum number of indexes currently allowed in an index definition is 5.
Considerations
  • The SUM() of a boolean field gives a count of values that are yes/true.
  • The AVG() of a boolean field gives the percentage that are yes/true.

Warn.png

Important: The results do not take into account user-security restrictions. These functions operate on the entire set of records in an Object, regardless of user capabilities.

Availability

The Aggregate Functions are available here:

  • Validations
  • Data Policies
  • Triggering Criteria for these Action-Based Data Policies:
Add, Update, Delete, Import Record, Ownership Change, Workflow State Change
  • Add/Update Record Actions for Action-Based Data Policies
  • Default Values
  • Formula Fields

They are not available here:

  • Layout Rules
  • Custom Access Criteria
  • Reports
  • Add/Update Record Actions for Calendar-based Data Policies