Defining Criterion Aggregation Rules
Aggregation of a criterion enables definition of calculation rules that will be applied to application values to obtain the criterion value on a portfolio. In this way you can compare portfolios.
To define criterion aggregation rules:
1. Open the properties pages of the criterion.
2. Select the Characteristics page.
Aggregation policies proposed as standard are:
• Minimum
• Maximum
• Average
• Sum
For example, the Cost criterion associated with a portfolio can be obtained by calculating the average cost of initiatives making up the portfolio, or the sum of costs of each of the elements.
To fix more specific aggregation rules, the aggregation policy can be defined by a Macro. The name of the macro is defined in the Aggregation Macro column.
For more information on Macros in HOPEX, see the guide All about starting with APIs.The result of aggregation of different criteria is accessible in the Aggregation Value column.