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Overview

You can change the data returned for selected fields on your report by grouping the values. This provides you with the ability to add additional layers of analysis to your reports.

Grouping Age Example

The example below groups the results of the age column into a segment group. People with an age 13 and 18 (inclusive) are grouped as teenagers.
For example:

Age

Sales

16

$1,500

17

$750

25

$1,300

Update ages to group all between 13 and 18 into a Teen bucket.

Age

Sales

Teen

$2,250

25

$1,300

 

 

Creating a Grouped Variable

When setting up your report view your administrator will determine if grouping a particular column is permitted. If grouping is permitted, you will see the option in the column menu drop down.

  1. Select Group Data from the field drop down menu.
  2. You will now have a list of groups currently applied to the field, which you can click on to edit or delete, and an Add Group option to define a new group.
  3. The grouping form on your menu will open will vary based on the type of column you are grouping. The different types of columns are numeric/date or text. The key fields for these are:

    Display

    This is the text that will replace the value in the report based on the condition.

    Operator

    This is the condition in which the variable name will apply to if the value in the report meets the condition.
    For more details see below.

    Values

    The value in the report or number in which the operator is being applied to.

  4. Once these fields have been filled in you can add it to the grouping list by pressing Save. The grouping will appear in a list.
  5. To delete a grouping from the report simply click the delete button located next to the group name.
  6. To edit a grouping from the list, select the grouping by clicking the group name hyperlink. This will open the edit form where you can make your changes.
  7. When you have finished with the groupings press save and the report will refresh with the new groupings applied.

Note: groups cannot be defined for a field that has an aggregation applied to it. Remove any aggregation settings to make the Group Data option available.

Group Operators

The operators available when your column is a text or numeric will differ. Possible values for the operator include:

Operator

Description

Text Based Operators

 

In List

One or more alphanumeric or string values

Not In List

Two or more alphanumeric or string values

Numeric Based Operators

 

Equal to

Equal to a single alphanumeric or string value

Greater than

Greater than a single alphanumeric or string value

Greater than or equal to

Greater than or equal to a single alphanumeric or string value

Less than

Less than a single alphanumeric or string value

Less than or equal to

Less than or equal to a single alphanumeric or string value

Different from

Not equal to or different from a single alphanumeric or string value

Between

Between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

Not Between

Not between variable 1 and variable 2 these will need to be legitimate parameters such as date, age etc.

Is Null

Record contains no value for selected attribute. No Parameter can be set

Is Not Null

Record contains a value for selected attribute. No Parameter can be set

Like

Records that contain the same letter or letters.

Starts With

String starts with letter or letters

Ends With

String end with letter or letters.