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Data Analysis and Reporting with Intelligence Clients

Adding Grouping Columns

Grouping Columns, like computed items, is a way of creating new data in your results set by grouping data from an already existing column. You can use grouping columns to consolidate non-numeric data values into more general group values and map the group values to a new column in the data set.

Grouping columns are new items added to the Table 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 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:

  1. Select a column as a base for your grouping column.
  2. Choose Table then Add Grouping Column.
  3. The Grouped Column dialog box appears. Use the column values to build the grouping Categories for the new item.

    Grouped Column dialog box

  4. Type a name for the new column in the Column Name field.
  5. 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, and then 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.
    • Specify options for ungrouped values as follows:
      • Column Name – Names the new grouping column in the table.
      • New Groups – Creates a custom group to be displayed as a value in the new grouping column.
      • Options – Indicates how to represent unassigned values within the grouping column, that is, as null values, as members of a default group (named in the adjacent edit field), or as their own individual groups.
      • Groups – Selects 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.
    • Select one of the following options to define the preferences for ungrouped columns:
      • Null Leaves the values ungrouped and disaggregated.
      • Default Allows you to specify a default name to assign to all ungrouped values.
      • Individual GroupAssigns each ungrouped values the name originally assigned to it.
  6. When the grouping definitions are complete, click OK.
  7. The new grouping column is added to the Outliner and to the table.

You can modify a grouping column to change the group structure.

To modify a grouping column:

*

Select the grouping column and choose Table then Modify Column.


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