I have a couple questions about aggregation that I'm hoping someone can help me with.
It is only possible to aggregate on the levels making up the sort key.On the other hand, if you want to create your own aggregation rule that means 'should we sum or not', you need to go to the view associated with the report and act on the Aggr column of the field concerned to define how the aggregation should behave.I don't know if this answers all or part of your 2 questions?
So does that mean I have to create a sort with the concatenated field and then try to aggregate on that?
I think that it is not possible for 2 reasons : 1. You could create a custom sort but , according to me, there is no way to use a concatened field during this process.2 Even you succees in building such a custom sort, I am not sure that you could use an aggregation on a cusotm sort. There is some limitations indicatd in the documentation on taht subject.
One alternative would be to ditch the class ad hoc report designer and use XML designer to send all data to excel. From there, you can use Excel power query to aggregate with "group by" functions within Excel. Once you save the power query in the excel file, you upload that template to IDM to be use for future runs of that report. You can't preview the report within M3 with the XML designer, but you'll get the output you need as a final product.
