Advanced Query Criteria: Aggregate Fields (totals, count, etc.)

A query can be run off an aggregate field. An aggregate field is a calculation that summarizes the data, such as the sum of, count of, minimum, and maximum.

An example would be querying by total amount pledged to multiple pledges or campaigns, as opposed to the amount pledged on one pledge.

 

To query by an aggregate field:

 

1. Select the Summarize option when choosing the table to filter.

 

 

2. When the summarized option is selected, an additional field becomes available to select the table that will be summarized.

To query for all accounts who pledged more than $500 in total to a campaign, the table to be summarized would be the Pledge Detail.

 

3. Click to add the table to filter.

The table will be added as a new group.

 

4. In the first field, select the aggregate function such as sum, average, etc. This can be left blank if not applicable to the criteria line.

In the example below, the query will display all accounts who pledged more than $500 total to all campaigns with the campaign year of 2014.