30-03-2025: Column Aggregation for Grid view

By Max Nie
2 min

The Grid view for Deals, Contacts and Accounts now have a dedicated section at the end of each column to aggregate some data based on some pre-made formulas .

Where to find the Aggregate Formula for Grid view

When going to a Deal, Contacts and Accounts, navigate to the grid view. Then at the bottom of the page, you’ll see the aggregation field for almost all columns

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How to add aggregation field :

You can add an aggregation formula by clicking on the field and choosing the desired option. The data field will then showcase the different options available for the type of column

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What Kind of data can be shown?

There are 3 types of columns

1- Columns for which there is no data to be displayed

2- Number type columns

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  • Count Empty: Number of cells that are empty

  • Count Filled: Number of cells that have information

  • Percent Empty: % of cells that are empty

  • Percent Filled: % of cells that have have information

  • Sum: Sum of the number value of the column

  • Average: Average of the number value of the column

  • Max: Max value of the column

  • Min: Min value of the column

  • none: shows nothing

3- Text type Columns

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The following options will be available:

  • Count Empty: Number of cells that are empty

  • Count Filled: Number of cells that have information

  • Percent Empty: % of cells that are empty

  • Percent Filled: % of cells that have have information

  • none: shows nothing