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BalanceAAP > System Tools > Aggregate Census Codes

KEY TOPICS:

  • Create a Custom Aggregate Census Code
    • Add an Aggregate Code and Apply Weight
  • Edit an Aggregate Code
  • Delete a Custom Aggregate Code
  • Restore Aggregate Code to Default

Create Aggregate Census Codes

An aggregate Census Code, which is comprised of two or more census codes, can be created, using the balanceAAP > System Tools > Availability /Aggregate Census Codes. The system comes loaded with defaults, which will be displayed on entry. In order to work with each aggregate, a Census Codes menu can be opened as a detail.

Create a Custom Aggregate Census Code

Add an Aggregate Code and Apply Weight

Click the [Add] button. Enter the Aggregate Code (name), using a combination of up to three letters and numbers (e.g., MPR). Then type in a Description.

Click [Save] to add the record to the Aggregate Census Codes list and proceed to combining Census Codes for inclusion in the record.

On the Census Codes menu, , check off one or more codes to include, and click the [Save] button, which is located in the lower toolbar. This will trigger Distribute Weight fields to appear in the right-hand column for each included Census Code. Enter values in the fields. Click the [Save] button again.

Important Caution: The weight must add up to 100%. Review the total displayed at the bottom of the Census Codes menu.

Distribute Weight Evenly — Click the Distribute Weights link in the Census Codes table header. This setting is recommended when the Aggregate Code contains numerous Census Codes.

Edit an Aggregate Code

Quick Tool Tip: Click the column headers on the Aggregate Census Codes and Census Codes tables to sort the lists.

Click the [Edit] icon for the record. Once selections are changed on the Census Codes list, Distribute Weights fields will again display for modification.

Click [Save] when the entries are complete.

Delete a Custom Aggregate Code

To delete an Aggregate Code you created, click on the [Delete] icon. (If an Aggregate Code record displays without this icon, it cannot be removed.)

Restore an Aggregate Code to Default

For the default codes you have edited, use the [Revert] icon to restore the aggregate to the system default.