There may be times when a field, like ‘part number’, is treated as a number and aggregated using sum, average, or some other unwanted logic.
We can fine-tune “Ideas” to help it understand text versus values.
In the “Ideas” panel, click “Which fields interest you the most?”
In the included fields list, we can define the type of aggregation we want on a given field by clicking to the right of the field name in the column “Summarize value by”.
We can select from Sum, Average, or “Not a value”. “Not a value” would treat a field as text.
If a “Not a value” field is used with a field that is summed or averaged, the “Not a value” field acts as a row label. If used by itself, the “Not a value” field counts unique values of that field.
NOTE: As of April 2020, the interface for this configurator (yep, it’s a real word) could use a bit of refinement. The checkboxes to the left of the field names give you the impression that you can select or deselect fields, possibly for bulk configuration of text/values definition. These checkboxes act as a toggle for field inclusion during summarization. The checkboxes don’t display checks, so it can be a bit confusing as to what is being defined.