Grouping values

In the Reports app, you can group values in fields to categorize data and provide additional layers of analysis in your reports.

How it works

You can create multiple groups to categorize values that exist in both dimension and metric fields. To group values, you must first remove any aggregation that has been applied to the field.

Once you group values in a field, the field cannot be used in Drill Anywhere or Drill Through reports.

Example

Permissions

Only Report Admins and Report Writers can group values in a report.

Create a group

1. Open the Reports app.

   The Browse page opens.

2. Open a report and navigate to the Data tab in Report Builder.
3. Locate the appropriate field by doing any of the following:
   • Enter a keyword in the Search field.
   • Expand the folders to navigate to the appropriate field:
     • Dimension attributes of your data that describe records, such as Likelihood or Severity.
     • Metric values to be measured in the report, such as Cost Impact or Project Budget.
     • Date represent date values, such as Control Created or Control Updated.

       For more information, see Creating reports.

4. Drag the field from the data fields list to the Rows, Columns, Filters or Sections list.
5. Click the down arrow beside the field name, and select Group Data.

   The Group Data dialog box opens.

6. Complete the actions that correspond with the data type of the field you are working with, and click Save:
   • Character field specify a label for the group, a logical operator, and the values to include as part of the group.
   • Numeric field specify the numeric ranges to group values by, and the labels for each group.
     Tip

     Reports automatically detects the values within the field, and suggests a series of grouped values by range. To modify the number of groups, the group ranges, and their labels, click Edit Groups, and turn off Auto Groups.

   • Datetime field specify the label for the group, a logical operator, and the datetime ranges to group values by.
7. Optional. If you are working with a character or datetime field and need to define additional groups, click the down arrow beside the field name, select Group Data, and click + Add Group.
8. Optional. To sort groups associated with character or datetime fields, click Sort in the Group Data dialog box, or drag the group to the appropriate location in the list.

   Result The values in the field are grouped and replaced with the new labels.

Logical operators

You can apply a variety of different logical operators to group data. The logical operators available depends on the data type of the field.

Logical operator	Result returned if...
Between	field value is within the bounds of the two field values Note Between is inclusive. For example, defining "between 1 and 3" returns the following values: 1, 2, and 3.
Different from	field value is not equal to the field value
Equal to	field value is equal to the field value
Greater than	field value is greater than the field value
Greater than or equal to	field value is greater than or equal to the field value
In List	field value is equal to one of the field values (field values are provided in a list)
Is Not Null	there is a value in the field
Is Null	there is no value in the field Note Some fields may return an empty string, which is different from null. Alphabetical sorting places empty strings before letters, and null values after.
Less than	field value is less than the field value
Less than or equal to	field value is less than or equal to the field value
Not Between	Note This logical operator is currently not supported.
Not in List	field value is not equal to any of the field values (field values are provided in a list)