Application management : Tools : Data Aggregation : Data Aggregation – An Introduction
Data Aggregation – An Introduction
This document describes the Data Aggregation solution extension.
Solution extensions (SX) are developed to extend the Planon ProCenter functionality. Planon ProCenter calls these extensions at defined moments during the execution of the program. Once installed and activated, a solution extension is an integral part of the Planon ProCenter software and works in a similar way as business rules or other functionality as provided by Planon.
Extensions are always triggered directly or indirectly by user actions (such as selecting, adding, updating, changing a status etc.). In Planon ProCenter, business rules often (though not always) manifest themselves in the form of dialog boxes that contain an error message, warning or confirmation. User authorization is not taken into account when business rules are executed.
The primary purpose of Data aggregation is to aggregate data from Planon, link it as a benchmark of a property. But it can also be used for all other kinds of data aggregations. The aggregated data can be used as management information.
Data aggregation contains three components.
ContainerSX
This SX creates a benchmark structure (‘container’) in which the aggregated data can be placed. This benchmark structure can contain the following levels:
Definition level
Data level
ReportSX
This SX calculates and places the aggregated data in the benchmark structure that was generated by ContainerSX. In this task, a third level can be added:
Details level
CalculateSX
This SX calculates and place aggregated data in the same way as the ReportSX does, but not in the benchmark structure. Consequently, you can use it to fill in aggregated data in each Planon business object.
When the status of aggregation definition is changed to the configured status, the following steps are conducted:
Data is filled in configured fields at the Aggregation data level.
Fields are filled by the SQL queries defined in the Data aggregation properties BO.
Sum fields are processed.
If certain fields are configured for aggregation, the values of the children fields are added to the parent's fields. If a certain field is not configured to be updated, it will not be changed.
Status of the aggregation definition is updated.
After a successful calculation of data, the status of the aggregation definition is also updated. If ReportSX processing is not successful, an error message is displayed. Also, logging of the run is performed in the Comment field configured for the aggregation definition.
Cleanup of existing Aggregation details level records.
Before the records and fields of the Aggregation details level are filled, the existing records are deleted. The deletion is only performed on the Aggregation details level records that are not linked to an Aggregation data level record that is flagged for not updating.
Aggregation details level records are added and fields are filled with data.
The Aggregation details level records are added and the fields are filled as configured in the Data aggregation properties BO.
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For information on installing and registering an extension, see Supporting data > Registering extensions.