BalanceAAP > System Tools > Aggregate Census Codes

REQUIRED STEPS

An aggregate census code is a combination of two more census codes with each code individually weighted. If you want to combine certain census codes into one aggregate code you can create the aggregate codes here. On this screen you will see a list of all current aggregate census codes. To add an aggregate code, click the Add button. An edit window will appear where you can enter the Aggregate Census Code using a combination of letters and numbers such as “MPR”. The code can only be a maximum of three characters. Then type in a description that will be used to identify what the code relates to such as “Marketing/Sales and Public Relations Manager”. Click Save to create the aggregate code.

Once your code and description are saved you will be prompted to select which current census codes you want to combine for this aggregate. Make your selections by checking off the boxes for each code you want to include and click Save.Save.

The next step is to weight each individual code. The weight must add up to 100% and you will see the weight highlighted in red if it is under or over 100%. You can also evenly distribute the weights among all the census codes by clicking the Distribute Weights button. After setting the appropriate weights for each census code in the aggregate click Save again. Once you create the aggregate codes here they are then added to the census code list found under the External Availability Census Coding section.

To view the combination or weighting for the aggregate codes click on the edit icon edit next to the aggregate code. An edit window will appear allowing you to view and make changes to the census codes included in the aggregate. Once you click Save you will then be able to view and edit the weights assigned. To delete an aggregate code that you created click on the delete icon delete.icon. Since you cannot delete the standard aggregate census codes, you will only see a delete icon next to the codes you created. For the default codes that you have edited, you will have a revert icon to restore the aggregate to the system default revert icon.

When an aggregate consists of census codes that do not add up to 100%, the code will be flagged red on the Manage Aggregate Codes screen. The aggregate will still be available wherever census codes may be assigned, however the results will not be accurate until the aggregate code has been corrected.