การสะท้อนผลลัพธ์รวมบนแอปอื่น

Article Number:040735

You can export aggregated data to a file, and then reflect it on another app by importing the exported file. The steps to do so are as follows.
(1) Perform data aggregation
(2) Export the aggregated data to a file
(3) Enable the "Prohibit duplicate values" setting if needed
(4) Import the exported file to a different app

ตัวอย่างต่อไปนี้จะแสดงวิธีการคำนวณยอดขายตามลูกค้าในแอป "การจัดการ การขาย" และแสดงผลการคำนวณไปยังแอป "ฐานข้อมูลลูกค้า"

Performing data aggregation

First, create a chart of monthly sales by customer in the "Sales Management" app.

  1. เปิดแอป "การจัดการ การขาย"

  2. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  3. On the App settings screen, click the Graphs tab.

  4. Click the Create graph icon (the plus sign-shaped icon) at the right of the screen.

  5. Specify the Chart type, Function and other settings as necessary.
    For this example, we will use the following settings.

    • Chart type: Table
    • Level 1: Customer Name
    • Function: Sum, Sales Amount
  6. Click Save at the upper left of the screen.

  7. Click Update app at the upper right of the screen.

  8. On the confirmation dialog, click Update app.

Exporting the aggregated data to a file

Next, export the aggregated data to a file.

  1. On the View screen of the "Sales Management" app, display the aggregated data you want to export.
    ภาพ

  2. Click the Options icon at the upper right of the screen, then click Export to CSV file.

  3. Configure the export settings as necessary, then click Export at the upper left of the screen.

  4. คลิกชื่อไฟล์ CSV ที่ส่งออกและดาวน์โหลดไฟล์

Enabling the "Prohibit duplicate values" setting if needed

To update existing records, you need to specify the field that you want to use as Key to bulk update when importing your file.
If you want to set a field other than the Record number field (a Text, Number, Date, Date and time, or Link field) for Key to bulk update, you need to enable Prohibit duplicate values in the field's settings.

In the following example, the field "Customer Name" (a Text field) is used as the key to bulk update, so Prohibit duplicate values setting needs to be enabled for the field in the "Customer Database" app.

  1. เปิดแอปพลิเคชั่น "ฐานข้อมูลลูกค้า"

  2. Click the App settings icon (the gear-shaped icon) at the upper right of the View screen.
    Screenshot: The "App settings" icon is highlighted

  3. On the App settings screen, click the Form tab.

  4. Hover your cursor over the Field settings icon (the gear-shaped icon) for the "Customer Name" field, then click Settings.

  5. เลือก ช่องกา ห้ามใช้ค่าซ้ำ จากนั้นคลิก บันทึก

  6. Click Update app at the upper right of the screen.

  7. On the confirmation dialog, click Update app.

Importing the exported file to a different app

สุดท้ายนำเข้าไฟล์ที่ส่งออกจากแอป "การจัดการ การขาย" ไปยังแอป "ฐานข้อมูลลูกค้า"

  1. Click the Options icon at the upper right of the "Customer Database" app, then click Import from file.
  2. คลิก เรียกดู และเลือกไฟล์ Excel หรือ CSV ที่จะนำเข้า
  3. Select one of the radio buttons under Select data scope. If your file has column names in the first row, select First row is header.
  4. Specify a column in the file for each field in the app.
    In this example, select the "Customer Name" and "Sales Amount" fields under Column in file, and select the checkbox for "Customer Name" under Key to bulk update.
  5. Click Import at the upper left of the screen.