- Aggregation at source means summarizing data in the database before loading it into the reporting tool.
- In one project, instead of loading transaction-level sales data, we aggregated it by month and region in a SQL view.
- This reduced the dataset size significantly.
- It improved dashboard load time and refresh performance.
- It is useful when detailed data is not required for analysis.
- For executive dashboards, aggregated KPIs are usually sufficient.
- It also reduces memory consumption in the BI layer.
- So it should be used when working with large datasets and high-level reporting needs.
What is aggregation at source and when should it be used?
Updated on February 25, 2026
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