Overview
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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 below 20 and above 10 are grouped as teenagers.
For example:
Name |
Age |
---|---|
Mary |
14 |
Sue |
30 |
Jean |
16 |
Update of Age as a number into a segment.
Name |
Age |
---|---|
Mary |
teenager |
Sue |
30 |
Jean |
teenager |
Creating a Grouped Variable
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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.
- Select Grouped Columns from the format menu or Group Values from the column format drop down menu.
- 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:
Variable name
This is the text that will replace the value in the report based on the constraint.
Operator
This is the constraint in which the variable name will apply to if the value in the report meets the constraint.
For more details see below.Values
The value in the report or number in which the operator is being applied to.
- Once these fields have been filled in you can add it to the grouping list by pressing Submit. The grouping will appear in a list.
- To delete a grouping from the report simply click the delete button located next to the group name.
- 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.
- When you have finished with the groupings press close and the report will refresh with the new groupings applied.
Group Operators
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The operators available when your column is a text or numeric will differ. Possible values for the operand include:
Operand |
Description |
---|---|
Text Based Operands |
|
In List |
One or more alphanumeric or string values |
Not In List |
Two or more alphanumeric or string values |
Numeric Based Operands |
|
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. |
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