Aggregate Series is a powerful way to quickly add or average data across multiple departments or divisions.
Create an Aggregate Series Calculation
To create an aggregate series calculation you'll want to add a new series or edit an existing series.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Measure Data table
Click on Add New Series
Under Series Name, enter the name of the new series, in this example, ‘Aggregate Series’.
Navigate to the Calculations tab
From the Calculation type dropdown menu select Aggregate Series
Select the Scorecards you would like to include in the aggregation.
You can include all Scorecards, your current Scorecard, Child scorecards, Specific scorecards, or filter by tag.
Select the Aggregate Element from the dropdown menu
Select Measures from the dropdown menu
In this example, we are going to select Series name contains from Series Name Match Type
Enter the Series Name, in this example, ‘Actual’.
Select the Aggregate Type, SUM, Count, Average (Mean), or Standard Deviation
You can also choose to Ignore blank values or Treat blank values as zeros
Once you are done with your configuration, click Save
