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Overview

Report sections allow you to break up large complex tables into a more readable format for your report readers.

When a report is broken into sections any charts associated with the report will be displayed for each section as a separate chart relating to the sections specific data.

What is a Section?

A section does what its name implies. It breaks up the data in a table or crosstab table by grouping the data into sections according to a selected value. This allows you to display all the data for each value of a dimension variable together, and more importantly, it allows you to display subtotals. The example below demonstrates how breaking up a table works.

Why use Sections?

In the example below the report on the top is displayed as a column table. The user then has to interpret the data by reading down the columns. If the report is specifically aimed at assisting the user to understand more about the company relationship then sectioning the data can make the same data easier to interpret. The example below shows how the report is now easier to read.

Breaking a report into sections is a way of spitting large tables of data into smaller, more comprehensible parts. Each section contains at least one table, and at least one section cell, as illustrated above.

Creating Section Breaks

Single Section Breaks

To create a section, just drag an item from your report data field list or move an item from an existing column in the report.
In the example below the Athlete Region is dragged from the column fields to the report sections box. This will split the tables on the report into one section for each Athlete Region.

Note: You can only add dimension data into the report sections. The use of metric data is not supported for sections. If you do attempt to add a metric to the section edit box the following error will be displayed:

Click OK to continue.

Multiple Section Breaks

You can insert any number of section breaks on a table or crosstab table. When you have more than one section in a table or crosstab table, the breaks are assigned levels. Yellowfin assigns level 1 to the first break you insert, level 2 to the second and so on. You can rearrange these levels in the Report Section Edit box.

Changing Break Order

To change the order of a break on your report simple change the order of objects that appear in the Report Section Edit Field.

  1. Select the item that you wish to change the order of.
  2. Drag and drop that item to the position in the list that sets the order you require.

Deleting a Section Break

To remove a section break from your report you will have to remove the object from the Report Break Edit Field.

  1. Click on the break object that you wish to remove
  2. Once highlighted drag the object out of the edit box into the trash can or off the main page
    The attribute is now removed from the report breaks.

Sections and Charts

If you add a chart to your report and then create sections within the report your chart will be sectioned as well. This means that for each section displayed a separate chart will be generated.
In the example below a separate chart is displayed for both the Australia and Great Britain sections.

Section Formatting

Using the Report format menu and selecting the ‘Section’ tab you will be able to apply formatting and summaries for each section that you have in your report.
Navigate to the Section tab and if you have multiple sections in your report select the section you wish to format from the field drop down list.

Display

The display drop down option allows you to manage the options associated with how the section will be displayed on the report such as format.

Option

Description

Display Name

To change the display name of the section from the default value simply update this field.

Format

Each data type will have a unique set of format options – e.g. Text, Date or Numeric.

See Column Formatting for more information.

Show Field

If you do not wish show the section name or value select Yes and this will remove it from the report.

Chart Title

If you have charts on your section report there will be a separate chart for each section. To use the section name as the chart title check this item.

Show Labels

If you wish to suppress the labels of the section uncheck this option and the column name will be removed but the section value will continue to be displayed.

Section Per Page

Yellowfin allows you to break your report into multiple pages. This is particularly useful if you have a lot of data to display on a single report.

If you wish to have a page break per section select ‘Multiple Page’ as the Section Style and the report will have multiple pages – one for each distinct section value.
Section breaks are not only used for web display but are also used when exporting for example to a PDF file.

Tabbed

You can also choose to break your report into tabs. This is a visually clear and easy to navigate way of splitting your report.

To set up tabs on your report select ‘Tabbed’ as the Section Style.

Style

The Style drop down option allows you to change the style to be applied to the section. You can use default header, table title or custom settings for the section label format. Use the alignment options to change the alignment.

Sort

Choose the direction of the sort you wish to apply to the section values (ascending or descending).

Summary

The Section Summary drop down allows you to apply various summaries to your section.

Option

Description

Section Summary

To create a summary table at the top of your report it is possible to add in a section summary. This will summarise the metric columns which have been totalled and have a link on the section name to take you to the specific section within the report.

Section Total

Section totals can be applied to any numeric value. When a section is added to the report an option to have the totals displayed for all numeric values is available.
To activate this option select the Section total option from your drop down menu. Your metric columns must already have a summary enabled.

Grand Totals

A grand total can also be displayed at the end of the report. This will sum all the sections into one total. To active this function you need to select the Grand total option in the summary drop down.

See Summaries for more information.



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