Aggregated Listings

Contents

Aggregated listings let you summarize platform data across any entity type, similar to a pivot table. Use them to answer questions like:

How many experiments were created per month this year?
How many issue reports are in each status over time?
How many ingredients do we have per category?
What is the total inventory quantity per raw material across lots?

When to Use

Use aggregated listings whenever you need counts or numeric summaries across many rows, rather than looking at one row per item.

Most commonly, aggregated listings are used to create charts in notebooks and dashboards for time trends and distributions. However, you can also create a one-off aggregated listing from the Calculate menu without saving it to a notebook.

Core Concepts

When creating an aggregated listing, you first select a base entity that determines what you’re aggregating across, such as Experiments, Ingredients, Lab Requests, Outputs, Inventory Items, and more.

Aggregated listings are then defined by two kinds of columns:

Grouping columns — define the categories or buckets you want to group by. A good rule of thumb is if you’d describe the result as “per X,” X belongs in grouping columns.
- Examples: Created Month, Created By User, Status, Category.
Aggregate columns — define what to summarize. The default is a count of items, but you can also choose sum, mean, min, max, and other supported operations for numeric fields.

How to Create an Aggregated Listing

Listings/Charts in Notebooks

Access the builder.
- In a notebook, choose Add item > Structured List > Aggregated Listing.
- In the modal, set Listing Entity to your base entity you want to aggregate across (e.g. Experiments, Ingredients, Requests) and set Listing Type to Aggregated Listing.

Set columns to be displayed.
- From the new listing cell, click List > Set Columns.

In the modal, make the following selections:
- Grouping Columns: Add one or more fields to group by (e.g. Created Date, Created By, Status, Category, Definition).
- Aggregate Columns: Choose what to compute. The default “Identity” gives a simple row count. For numeric fields, you can also select sum, mean, min, max, etc.
Reorder or rename columns, then Save.

Refine as needed.
- Click Filter to add scope the data. For example, filter to a specific date range or to select users.

Create a chart (optional).
- Click Add as Chart to convert the aggregated listing to a chart to show the same results as bars or lines.

In the modal, assign fields to axes (or click Automatically Assign), configure settings, and save.

Save configuration.
- Once your listing or chart is complete, click Save Configuration.

One-off Aggregated Listings

Access the builder.
- In the navigation bar, click Calculate > Aggregated Listings.
- Set Entity to your base entity you want to aggregate across (e.g. Experiments, Ingredients, Requests).

Set columns.
- On the listing, click List > Set Columns.

In the modal, configure the following:
- Grouping Columns: Add one or more fields to group by (e.g. Created Date, Created By, Status, Category, Definition).
- Aggregate Columns: Choose what to compute. The default “Identity” gives a simple row count. For numeric fields, you can also select sum, mean, min, max, etc.
Reorder and rename columns if needed, then Save.

Refine as needed.
- Click Filter to add scope the data. For example, filter to a specific date range or to select users.

Import into a notebook (optional).
- To import your aggregated listing into a notebook, click List > Export > Save to Notebook.