Advanced aggregations and calculations with TableView Merger

This is the documentation for ConfiForms Server/Data Center app

However, this might also work for ConfiForms cloud and in most cases it does. But please see this page to understand the differences between server and cloud versions of the ConfiForms app.

This should be a detailed tutorial one day... but as we have very hectic times, I will quickly put a cookbook page showing the techniques which can be used with TableView Merger

We use here:

CONCAT function to concatenate values from 2 fields together and show it in one column
We count (group by) by one field but use another as calculation input. See example below (which groups by "status" field which has value 1 and uses [entry.timeestimate] field value for calculations)
```
Draft:([count_status=1]*[entry.timeestimate])
```
Important detail on how to group the rows (as we can only group by field values, not by expressions. That is why a table used to draw a chart has 2 fields: proposalType and status to enable correct grouping)
Chart does not use the columns used for grouping, see source code below to see how it is configured

The end result is something like this:

And that is build from the following dataset

So, we have a form

And the solution uses groping by 2 fields, proposalType and status, have these fields also as TableView Merger Field column defined like this

Proposal and Status:(CONCAT("[entry.proposalType.label] ","[entry.status.label]"))

Which reads as: create a column by concatenating the values of 2 fields (we take labels from dropdowns here)

This field (expression) is used to have a field in the table and use it as input for the chart macro

More details coming soon... If you need help please send a message to use using our contact form

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Macro views from the editor to clarify what should be the layout

Full source code to import through the Confluence source editor

<ac:structured-macro ac:macro-id="a7e0bcd8-8980-4b37-8321-1949ef1613ff" ac:name="confiform" ac:schema-version="1">
  <ac:parameter ac:name="formName">Proposals</ac:parameter>
  <ac:parameter ac:name="registrationFormTitle">Proposals</ac:parameter>
  <ac:rich-text-body>
    <p>
      <br/>
      <ac:structured-macro ac:macro-id="f84518eb-5ec2-4cab-ab37-d0b39b064d64" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">timeestimate</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Time estimate</ac:parameter>
        <ac:parameter ac:name="fieldDescription">in days</ac:parameter>
        <ac:parameter ac:name="type">number</ac:parameter>
        <ac:parameter ac:name="required">true</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="dcea1b82-f2a2-4647-8b07-4a893bcab9b2" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">proposalType</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Proposal type</ac:parameter>
        <ac:parameter ac:name="values">false[enh=Enhancement|fix=Process fix|cha=Change|]</ac:parameter>
        <ac:parameter ac:name="extras">label;false</ac:parameter>
        <ac:parameter ac:name="type">select</ac:parameter>
        <ac:parameter ac:name="required">true</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="11d94001-9899-4dd3-a47f-6afd24c24584" ac:name="confiform-field-definition" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">status</ac:parameter>
        <ac:parameter ac:name="fieldLabel">Status</ac:parameter>
        <ac:parameter ac:name="values">false[1=draft|2=proposed|3=accepted|4=refused|]</ac:parameter>
        <ac:parameter ac:name="extras">id;false</ac:parameter>
        <ac:parameter ac:name="type">select</ac:parameter>
        <ac:parameter ac:name="required">true</ac:parameter>
      </ac:structured-macro>
      <ac:structured-macro ac:macro-id="bd7f9ed1-c4fb-4866-9fbd-84cf140d58e9" ac:name="confiform-entry-register" ac:schema-version="1">
        <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
        <ac:rich-text-body>
          <p> </p>
        </ac:rich-text-body>
      </ac:structured-macro> </p>
    <p> </p>
  </ac:rich-text-body>
</ac:structured-macro>
<p> </p>
<p>with concat func</p>
<ac:structured-macro ac:macro-id="3afeec43-c528-4233-80d4-3307b4252445" ac:name="confiform-table-merger" ac:schema-version="1">
  <ac:rich-text-body>
    <p>
      <ac:structured-macro ac:macro-id="64dfa1fd-fd0d-4b54-8605-41d476bd72d4" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">proposalType</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="cd06791b-85f2-44f0-aec2-d99476fd3fc4" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">status</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="342d3668-1476-4307-9880-177eef00daac" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Proposal and Status:(CONCAT("[entry.proposalType.label] ","[entry.status.label]"))</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="24ad514d-3a38-40f5-a7bb-0ae0f8d6c20f" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Draft:([count_status=1]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="9267e210-0336-4278-a353-ba1fad49a8e2" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Proposed:([count_status=2]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="2bae0c3a-4ee9-424f-92b2-df5b8615a61c" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Accepted:([count_status=3]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="b674a0db-05f3-40e4-a7b7-ea0c5f9e1740" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Rejected:([count_status=4]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <ac:structured-macro ac:macro-id="da3ac559-02fe-42ec-8fe8-5e1cc1110ca5" ac:name="confiform-table" ac:schema-version="1">
      <ac:parameter ac:name="formName">Proposals</ac:parameter>
      <ac:rich-text-body> </ac:rich-text-body>
    </ac:structured-macro>
  </ac:rich-text-body>
</ac:structured-macro>
<p> </p>
<p> </p>
<ac:structured-macro ac:macro-id="daafd110-b794-416b-a99d-a5358b9ceb22" ac:name="chart" ac:schema-version="1">
  <ac:parameter ac:name="3D">true</ac:parameter>
  <ac:parameter ac:name="orientation">vertical</ac:parameter>
  <ac:parameter ac:name="stacked">true</ac:parameter>
  <ac:parameter ac:name="columns">3,4,5,6,7</ac:parameter>
  <ac:parameter ac:name="width">950</ac:parameter>
  <ac:parameter ac:name="rangeAxisLowerBound">1</ac:parameter>
  <ac:parameter ac:name="dataOrientation">vertical</ac:parameter>
  <ac:parameter ac:name="title">Proposals</ac:parameter>
  <ac:parameter ac:name="type">bar</ac:parameter>
  <ac:rich-text-body>
    <ac:structured-macro ac:macro-id="73015b0c-c758-4a4b-95d0-53bad0314ad0" ac:name="confiform-table-merger" ac:schema-version="1">
      <ac:rich-text-body>
        <p>
          <ac:structured-macro ac:macro-id="7779fcc5-97d9-4243-b2cf-763972cafb31" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">proposalType</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="fb99be08-0869-4c57-a7aa-a584e6a21843" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">status</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="eb20cec3-5f7d-4276-bbf4-e3b60a520d9d" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">Proposal and Status:(CONCAT("[entry.proposalType.label] ","[entry.status.label]"))</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="e6ecebf6-dab8-495a-90d1-43d340e47f34" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">Draft:([count_status=1]*[entry.timeestimate])</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="a16dd3ba-9691-4deb-9cb0-e738927ba7bd" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">Proposed:([count_status=2]*[entry.timeestimate])</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="90088c6b-3130-49fe-be89-184d2a5427d8" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">Accepted:([count_status=3]*[entry.timeestimate])</ac:parameter>
          </ac:structured-macro>
        </p>
        <p>
          <ac:structured-macro ac:macro-id="0fa3f056-0a1d-40e0-9501-5bb50faba125" ac:name="confiform-field" ac:schema-version="1">
            <ac:parameter ac:name="fieldName">Rejected:([count_status=4]*[entry.timeestimate])</ac:parameter>
          </ac:structured-macro>
        </p>
        <ac:structured-macro ac:macro-id="1cf7cc9b-72e6-49e8-9912-c04a8cb97a3a" ac:name="confiform-table" ac:schema-version="1">
          <ac:parameter ac:name="formName">Proposals</ac:parameter>
          <ac:rich-text-body> </ac:rich-text-body>
        </ac:structured-macro>
      </ac:rich-text-body>
    </ac:structured-macro>
  </ac:rich-text-body>
</ac:structured-macro>
<p> </p>
<p>proposals and status separately</p>
<p> </p>
<ac:structured-macro ac:macro-id="fbeebfa9-0cd1-4f9c-af9c-6ea3f5fa6e2b" ac:name="confiform-table-merger" ac:schema-version="1">
  <ac:rich-text-body>
    <p>
      <ac:structured-macro ac:macro-id="c7e94f44-9c09-4c40-a825-137d927e375b" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">proposalType</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="46e1c54a-fe07-4410-893a-96f51723940b" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">status</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="935bffd9-a149-430d-b7c0-959ce7c1aebc" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Draft:([count_status=1]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="706ebc78-69bd-4962-9590-acf7649e193a" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Proposed:([count_status=2]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="80896e79-0b7d-4d35-8cd8-5398886db2c2" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Accepted:([count_status=3]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <p>
      <ac:structured-macro ac:macro-id="60e666b6-a3e0-4261-9a6c-87b86fb828a9" ac:name="confiform-field" ac:schema-version="1">
        <ac:parameter ac:name="fieldName">Rejected:([count_status=4]*[entry.timeestimate])</ac:parameter>
      </ac:structured-macro>
    </p>
    <ac:structured-macro ac:macro-id="aa651f79-e9a0-4ad5-9a90-25bd3b7c5422" ac:name="confiform-table" ac:schema-version="1">
      <ac:parameter ac:name="formName">Proposals</ac:parameter>
      <ac:rich-text-body> </ac:rich-text-body>
    </ac:structured-macro>
  </ac:rich-text-body>
</ac:structured-macro>

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