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On this page
  • Aggregation in the Variable wizard
  • Creating Variables with the correct Unit for Aggregation
  • Manual creation
  • Automatic creation
  • Aggregating Variables with Dimensions
  1. Aggregation

Creating Aggregations

How to create and configure an Aggregation

PreviousIntroduction to AggregationNextIntroduction to Rearranging

Last updated 11 months ago

Aggregation in the Variable wizard

Aggregations are created in the .

To create an Aggregation you will need to perform the following steps, as per the screenshots above:

  • Select the Aggregation Variable type (1)

  • In the Aggregated Variables step, select the Variables to be aggregated (3). The Item Statuses table (4) shows which items have been selected, and can be used to filter the Variable list to matching items.

Selected Variables must have the correct Unit so that Models can match them correctly to the target items. The below section explains several ways to set up these Variables.

Creating Variables with the correct Unit for Aggregation

Each aggregated Variable must have a Unit which has been modified to match one of the child items of the Aggregation Variable.

For instance, in the above example, the Aggregation Variable (All costs by cost type) has a Unit of GDP and a Dimension of Cost type, which has seven children (Central staff, Gym staff, etc.).

To match a Central staff Variable, we need a Variable with a Unit of GDP which has had a Central staff modifier applied. To match a Gym staff Variable, we need a Variable with a Unit of GDP which has had a Gym staff modifier applied, and so on for each item.

The screenshot below shows such Units for the Central staff and Gym staff items.

Manual creation

These Variables can be created manually. In this case, the Unit should be specified with appropriate modifiers added, in the Unit step of the Variable wizard, as demonstrated in the gif below.

Automatic creation

To do so, perform the following steps, shown in the example screenshots below:

  • Navigate to the Aggregated Variables step

  • Press the Create selected button (2)

  • A Variable for each item will be automatically created, each with a correctly modified Unit (3)

  • These new Variables should then be selected and edited as desired

Aggregating Variables with Dimensions

You can aggregate Variables which themselves have Dimensions, if some or all of the child items of their Dimension are present in the Aggregation Variable.

The screenshot below shows an example of this feature. In this case, the All costs by cost type Variable references a Variable (1) called Costs: Recurring, which has the Simple recurring cost type Dimension applied.

The Simple recurring cost type Dimension has four cost items as children: Marketing cost, Rent, Equipment, and IT & Technology (2). Each of these four items are also present in the Cost type Dimension that is applied to All costs by cost type. Hence selecting Costs: Recurring means that Models is able to determine values for those four items, as indicated in the Item statuses control (3).

In this case, you do not need to apply any Modifiers to the Unit of Costs: Recurring.

Costs: Recurring already has Unit GBP, and the relevant Modifiers are applied in the background by the Simple recurring cost type Dimension

Assign at least one to the Variable (2)

Set the for the Variable, in the Unit step

Read to understand more about Unit Modifiers.

If you have not already created the Variables to be aggregated, you can automatically create them in the of the Variable dialog.

Select any items that you want to create in the Item statuses (1). By default, all items will be selected. Selected items are indicated by the filter icon.

Dimension
Unit
Aggregated Variables step
Variable wizard
here
Creating an Aggregation in the Variable dialog
Variables with modified Units for Aggregation
Setting a Unit Modifier
Example of automatic aggregated Variable creation
Example of an Aggregation referencing a Variable with a Dimension
Screenshots of the Variable wizard, showing how to create an Aggregation
GIF showing the user setting a context modifier on a unit part in the Unit page of the Variables wizard