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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.

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Creating a Grouped Variable

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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.

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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.

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