Aggregate m any project values into one sum value at program level | Community
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NickVa7
Level 9
June 15, 2023
Solved

Aggregate m any project values into one sum value at program level

  • June 15, 2023
  • 1 reply
  • 1469 views

Hi Fusion Community,

I have a series of modules in a scenario that does the following:

  • Identifies the program
  • Iterates all of the projects under that program
  • Iterates all of the tasks under each project
  • Aggregates the "Total Billable Planned Hrs This Month - Task" field values from all tasks, and updates the "This Month's Projected Burn - Project" field on each project

This is where I'm stuck.  I'd like to aggregate the "This Month's Projected Burn - Project" field values from each project under the program, and update the sum value in the "This Month's Projected Burn" field at the program level.  I'm stuck trying to figure out how to aggregate many project values into one value at the program level.

 

Here's what I have in Fusion:

 

Does anyone know how I can do this?

Thanks,
Nick

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Best answer by ChrisStephens

To read that back, this is what I think you want to do.

  • You have a custom field on projects that has a number
  • You want to store the sum of all of those projects in a given program on that program in  a custom field

If that's correct, here's what I would do.

Pull in all of the programs you want to do this for, along with their projects. On the projects, include pulling in the project field that has your source number, so on your program search, include projects:DE:Your_custom_field. Iterate thru the programs. Then, place the array of projects into a variable, with these functions => sum(map({project array};DE:Your_custom_field)), which will give you the sum. Then write back that number to your program. Note, you don't need the variable, you can just place the functions in the callback, the var is just something I tend to do.

1 reply

ChrisStephens
Community Advisor
ChrisStephensCommunity AdvisorAccepted solution
Community Advisor
June 16, 2023

To read that back, this is what I think you want to do.

  • You have a custom field on projects that has a number
  • You want to store the sum of all of those projects in a given program on that program in  a custom field

If that's correct, here's what I would do.

Pull in all of the programs you want to do this for, along with their projects. On the projects, include pulling in the project field that has your source number, so on your program search, include projects:DE:Your_custom_field. Iterate thru the programs. Then, place the array of projects into a variable, with these functions => sum(map({project array};DE:Your_custom_field)), which will give you the sum. Then write back that number to your program. Note, you don't need the variable, you can just place the functions in the callback, the var is just something I tend to do.

    N
    NickVa7Author
    Level 9
    June 16, 2023

    Thanks for this, Chris.

    I think I'm close, but something's not adding up...

    • It's showing 0 in the variable module outputs
    • It's showing the program ID as the output for updating the custom field on the program (last module)
    • I have 4 operations and outs on the last module that is supposed to update the custom field on the program

    Here's what I have:

     

    The modules I created based on your instruction

     

    Search Program module (there will only ever be one program, as this scenario is based off of individual projects updates)

     

    Iterate projects module

     

    Set sum custom field from all projects (variable module)

     

     

    Update custom field on program 

     

     

     

     

     

    ChrisStephens
    Community Advisor
    ChrisStephensCommunity Advisor
    Community Advisor
    June 16, 2023

     

    If you do it my way, you don't need to iterate thru the projects, just place the project array inside the map module (above), and that's the number you push to your program.

     

    The alternative, if you're going to iterate thru the projects anyway, you can just use the numeric aggregator module and map in your number property, and the output of that module is what you use to push to your program.

     

    As to why the multiple program updates, that's because you are iterating thru the project list and not aggregating back up, so it's updating the program for each project in the program. To get it back down to a single update, you'd need to add some time of aggregator prior to the program update, and map it to the project iterator.

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