Use the Grouped Column dialog box to add a grouped column to your results. Grouped columns, like computed items, create new data in your results set by grouping data from a column. You can use grouped columns to consolidate nonnumeric data values into more general group values and map the group values to a new column in the data set.
Grouped columns are new items added to the Results section and are available for use in report sections.
For example, your company sales database may contain the items: State, Sales Region, and Country, which allow you to aggregate data on different levels in reports. However, suppose you are looking to track sales by subregion, or you want to see data for one state versus an average for all other states combined. You can do this by grouping states together to create a Subregion item or other custom dimension.
To add a grouping column:
Select Results, then Add Grouping Column, or choose Add Grouping Column on the shortcut menu.
The Grouped Column dialog box is displayed. Use the column values to build the grouping categories for the new item.
Create custom group values and link them to values in the base column.
Click New Groups to create groups and add them to the Groups list.
Select a group in the Grps list; select items from the Available Values list and use the arrows to add them to the Items In Group list for the selected group.
Remove selected values from a group by using the arrow to move them back to the Available Items list.
Double-click a group name to modify it.
Click the Options button and specify options for Ungrouped values.
Specify options for ungrouped values:
Null—Leaves the values ungrouped and unaggregated.
Default—Allows you to specify a default name to assign to all ungrouped values.
Individual Group—Assigns each ungrouped values the name originally assigned to it.
When the grouping definitions are complete, click OK.
The new grouping column is added to the Request line and to the Content pane.
Table 31. Grouped Column Options
Option | Description |
|---|---|
Column Name | Names the new grouping column in the Results window. |
New Groups | Creates a custom group to be displayed as a value in the new grouping column. |
Groups | Select a custom group to define by adding or removing items. |
Items in Group | Removes an item from a selected custom group. |
Available Values | Adds items to a selected custom group. |
Options | Indicates how to represent unassigned values within the grouping column. Options include:
|