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Determining Source Grouping

  1. Under the Integration tab click on the Source Grouping tab.

  2. The Name and Type fields will default.
  3. Function column – the user can choose a function to be applied to the data that will be grouped.
    1. First – returns the first record from the source.
    2. Last – returns the last record from the source.
    3. Max – returns the record with the largest value.
    4. Min – returns the record with the smallest value.
    5. Sum – returns a sum of the column if it is numeric.
  4. Group By – sets the grouping at the record/transaction level. This will normally be the unique identifier for master records, or the field(s) used to identify one transaction from another.

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