{"id":4435,"date":"2017-08-19T19:35:54","date_gmt":"2017-08-19T19:35:54","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=4435"},"modified":"2020-04-03T09:08:28","modified_gmt":"2020-04-03T09:08:28","slug":"summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map\/","title":{"rendered":"Summary Card &#8211; Get aggregated information for any enclosed area on the map"},"content":{"rendered":"<p style=\"text-align: justify;\"><a href=\"http:\/\/www.maplytics.com\/release-notes\/maplytics-august-2017-release-uniquely-yours\/\" target=\"_blank\" rel=\"noopener noreferrer\">Maplytics August 2017 Release<\/a> incorporates <em><strong>Summary Card <\/strong><\/em>feature allowing users to get summarized information for any enclosed area on the map like potential revenue. By getting the summarized\/aggregated information of any enclosed region on the map, users can quickly analyze and devise their strategy for that particular region!<\/p>\n<p style=\"text-align: center;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-full wp-image-4436 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Summary-Card.gif\" alt=\"Summary Card - Get aggregate information for any enclosed area on the map\" width=\"800\" height=\"400\" \/><\/p>\n<h3><strong>Steps to Configure Summary Card:<\/strong><\/h3>\n<p style=\"text-align: justify;\">Navigate to <strong><em>Settings &gt; Entity Maps<\/em><\/strong> &gt; <strong><em>Select the required Entity for which you want to set up the Summary Card &gt; Advanced Settings &gt; Summary Card.<\/em><\/strong><\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4437 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Summary-Card-Settings.gif\" alt=\"Summary Card Configuration - Get aggregate information for any enclosed area on the map within Dynamics CRM\" width=\"800\" height=\"400\" \/><\/p>\n<blockquote><p><strong>Note: The user requires the Maplytics Admin security role to configure the Summary Card for an entity.<\/strong><\/p><\/blockquote>\n<p style=\"text-align: justify;\">The user can define the field attribute to summarize in this section. The user can add a maximum of 5 attributes for the summary.<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"size-full wp-image-4442 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Summary-Card.png\" alt=\"Summary Card - Get aggregate information for any enclosed area on the map within Dynamics CRM\" width=\"1365\" height=\"673\" \/><\/p>\n<p style=\"padding-left: 30px;\"><strong>1. Attribute:<\/strong> The list contains all the <strong><em>numeric field attribute (i.e. Floating, Decimal, Currency and Whole Number data type)<\/em><\/strong> for the required entity.<\/p>\n<p style=\"padding-left: 30px; text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4440 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Attribute.png\" alt=\"Attribute Summary Card - Get aggregate information for any enclosed area on the map within Dynamics CRM\" width=\"347\" height=\"288\" \/><\/p>\n<p style=\"padding-left: 30px;\"><strong>2. Aggregate Method:<\/strong> Here the user has two options available \u2013 <strong><em>Sum or Average<\/em><\/strong>. If the user needs both options for a particular field, add two records for the same.<\/p>\n<p style=\"padding-left: 30px; text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4439 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Aggregate-Metod.png\" alt=\"Aggregate Method Summary Card - Get aggregate information for any enclosed area on the map within Dynamics CRM\" width=\"352\" height=\"246\" \/><\/p>\n<p style=\"padding-left: 30px;\"><strong>3. Display Name:<\/strong> Mention the name you would like to see for this attribute. The summary method will be added by default after the Display name. For Example, Annual Revenue (Sum). This has a <strong><em>character limit of 35.<\/em><\/strong><\/p>\n<p style=\"padding-left: 30px; text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-4441 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2017\/08\/Display-Name.png\" alt=\"Display Name Summary Card - Get aggregate information for any enclosed area on the map within Dynamics CRM\" width=\"348\" height=\"232\" \/><\/p>\n<p><strong><em>Maplytics\u2122 is a leading geo-analytical mapping app that provides powerful data visualization capabilities within Microsoft Dynamics 365. Maplytics is one of the first multi-language mapping apps to be Certified for Microsoft Dynamics 365 (CfMD) and\u00a0<\/em><\/strong><strong><em>is powered by Bing Maps. Maplytics offers powerful features like Appointment Planning, Radius Search, Territory Management, Route Planning, Heat Maps and more to take your MS Dynamics CRM visualization to an entirely new level! Maplytics currently supports English, French, German, Portuguese, Spanish and Turkish.<\/em><\/strong><br \/>\n<strong><em>Get your <\/em><\/strong><a href=\"http:\/\/www.maplytics.com\/maplytics-download\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong><em>FREE TRIAL<\/em><\/strong><\/a><strong><em> today!<\/em><\/strong><br \/>\n<strong><em>Happy Mapping!<\/em><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Maplytics August 2017 Release incorporates Summary Card feature allowing users to get summarized information for any enclosed area on the map like potential revenue. By getting the summarize&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[143,137,144],"class_list":["post-4435","post","type-post","status-publish","format-standard","hentry","category-features","tag-features","tag-maplytics-august-2017-release","tag-summary-card"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Summary Card - Get aggregated information for any enclosed area on the map<\/title>\n<meta name=\"description\" content=\"By getting the summarized\/aggregated information of any enclosed region on the map, users can quickly analyze &amp; devise their strategy for that particular region!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summary Card - Get aggregated information for any enclosed area on the map\" \/>\n<meta property=\"og:description\" content=\"By getting the summarized\/aggregated information of any enclosed region on the map, users can quickly analyze &amp; devise their strategy for that particular region!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-19T19:35:54+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-04-03T09:08:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"498\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Sam Kumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@maplytics\" \/>\n<meta name=\"twitter:site\" content=\"@maplytics\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/summary-card-get-aggregated-information-for-any-enclosed-area-on-the-map\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Summary Card &#8211; 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