SI.QUERY with Grouping

Created by Harry Lewis, Modified on Thu, 4 Jan at 7:29 PM by Harry Lewis

Applies to:

Velixo NX
Sage Intacct

Overview

The Velixo SI.QUERY function for Sage Intacct supports the ability to perform grouping and aggregation of data.

TABLE OF CONTENTS

Overview
Examples

Examples

Assuming the following results of an SI.QUERY showing - for each project - the PROJECTTYPE and the ACTUALQTY fields (using Sage Intacct's PROJECT object):

Example 1 - aggregate a single field

SI.QUERY("Sage","Project",, "PROJECTTYPE, SUM(ACTUALQTY)")

Description

Displays a sum of ACTUALQTY grouped by PROJECTTYPE

Result

Example 2 - multiple aggregations for a single field

SI.QUERY("Sage","Project",, "PROJECTTYPE, SUM(ACTUALQTY), AVG(ACTUALQTY)")

Description

Displays a sum and average of ACTUALQTY grouped by PROJECTTYPE

Result

Example 3 - aggregations on multiple fields

SI.QUERY("Sage","Project",, "PROJECTTYPE, SUM(ACTUALQTY), SUM(BUDGETAMOUNT)")

Description

Displays a sum of both ACTUALQTY and BUDGETAMOUNT grouped by PROJECTTYPE

Result

Example 4 - aggregation with multiple levels of grouping

=SORT(SI.QUERY("Sage","PROJECT",,"MANAGERCONTACTNAME,PROJECTTYPE,SUM(ACTUALQTY)",FALSE),{1,2,3},1)

Description

Displays a sum of ACTUALQTY grouped first by MANAGERCONTACTNAME and then by PROJECTYPE. The Excel SORT function is used to combine the grouped aggregations.

Result

You can change the order of the fields being retrieved in order to change how the data is grouped.

=SORT(SI.QUERY("Sage","PROJECT",,"PROJECTTYPE, MANAGERCONTACTNAME, SUM(ACTUALQTY)",FALSE),{1,2,3},1)

Description

Displays a sum of ACTUALQTY grouped first by PROJECTYPE and then by MANAGERCONTACTNAME.

Result