Calculating Tools

Rollup Tool Overview

Calculate and display an entity’s rolled-up attribute values up to 25 levels of hierarchy with Innoslate's Rollup Tool.

Innoslate has the ability to calculate and display an entity’s rolled-up attribute values up to 25 levels of hierarchy. With NumbersDurationsEnumerations, and Multiselects, the Rollup Tool can easily roll up their values and allow you to apply those values as the attribute value in the parent entity.

rollup window

Navigating to the Rollup Tool

From Database View

Within Database View, select an entity, click on the ‘More’ drop-down button, and select ‘Rollup’.

rollup in database view 1

From Entity View

Within Entity View, click on the ‘More’ drop-down button, and select ‘Rollup’.

rollup in entity view 1

From Hierarchy Diagram

Within the Hierarchy diagram, select a parent entity and select ‘Rollup’ from the toolbar.

rollup in hierarchy diagram

Selecting a rollup attribute

rollup window 2

 

Click on the drop-down and select which attribute you would like to see rolled up.

Configuring a Rollup Attribute Value

In the case of a Number or Duration, you may select the number of decimal places to round to before applying the value to the entity. The maximum amount of decimal places you may round to is 15. Please see below.

rollup_decimal1
rollup_decimal_max
rollup_decimal_set

 

Once you are ready to apply the rolled-up value, click ‘Apply.’

Applying a Rollup Attribute Value

After selecting and configuring your rollup attribute, click ‘Apply Attribute’. If it is a Number, the value of the number rounded to the selected decimal place will be applied. If it is a Duration, the value rounded to the selected decimal place and the highest unit of time in the hierarchy will be applied. If it is an Enumeration or Multiselect, the value with the highest number of occurrences will be applied.

rollup_decimal_apply

 

After clicking ‘Apply Attribute’, verify the attribute has changed in Entity View.

rollup_decimal_view

Tutorial Video