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→Creating an aggregate style shortcut using count
Now that we have added a shortcut section to our graphical banner, next we will add two aggregate style shortcuts in a new section below.
===Creating an aggregate style shortcut using count===
The aggregate style shortcuts are linked to a list view and are designed to show the Count, Sum or Average. Set these up by doing the following:
# In the '''Common''' role click on the '''Shortcuts''' tab in the left navigation.
# Toggle on '''Link to List view'''. This way when the shortcut is clicked it will take you to the list view so users can apply.
# Click '''Save'''.
===Creating an aggregate style shortcut using sum===
The Sum aggregation type is typically used to show a total of funding dollars, people helped or other totals. Set this up by doing the following:
# In the '''Common''' role click on the '''Shortcuts''' tab in the left navigation.
# Click the '''New Shortcut''' Button.
# For '''Name''' and '''Title''' enter '''Approved grants to date'''.
# For '''Style''' select '''Aggregate'''.
# For '''System List View''' select an existing list view.
# For '''Aggregation Column''' select something with a dollar value such as amount requested.
# For '''Aggregation Type''' select '''Sum'''.
# For '''Number Format''' select '''Currency'''.
# Toggle on '''Link to List View''' so the user can go to the list view.
# Click the '''Save''' button at the bottom of the page.
Now you have two aggregate type shortcuts. Next we will add them to a new section in our portal.