6.2.5  Grouping and Summarization in Data Binding Wizard

When you group a given field in a Table or Section, this causes rows with the same value for the field to be positioned consecutively. When you summarize a given field, this adds a row containing the summary or aggregate value of the field to the end of the grouped records. You can apply summarization to individual groups or to the dataset as a whole (e.g., grand total).

To add grouping and summarization to a Table or Section using the Data Binding Wizard, follow these steps:

1. In the 'Data Binding' dialog box, select the Grouping & Summary tab. (See Creating a New Table, Crosstab, or Section using a Wizard for information on how to access the 'Data Binding' dialog box.)

2. Drag the desired grouping field from the 'Available Columns' panel to the 'Grouping' panel.

3. Drag the desired summary field from the 'Available Columns' panel to the 'Summary' panel.

 

4. Repeat the above steps to add additional grouping and summary fields.

5. (Optional) To customize sort order, ranking, and granularity for a given group, follow the steps below:

a. Click the desired group in the 'Grouping' panel to select it.

b. Click the Sort tab in the 'Grouping' panel.

c. From the top menu, select the desired sort order for the group.

 

The 'By Value(Asc)' and 'By Value(Desc)' options are only available when a measure is specified in 'Summary' panel.

The 'Ascending' option orders the groups alphabetically, while 'Descending' orders the groups reverse-alphabetically. The 'By Value(Asc)' and 'By Value(Desc)' options rank the groups according to the summarized measure specified by the 'Column' menu.

d. For a date-time field, use the 'Group by' field to specify the granularity of the date binning: day, month, year, etc.

 

e. To specify a coarser grouping granularity by defining more inclusive grouping categories, select 'Define Named Group', and click the 'Edit' button. See Named Groups for information on how to specify the groups.

f. To use a named group that you previously created in a Data Worksheet, select 'Predefined Named Group' and choose the desired grouping from the menu. See Creating a Named Grouping in Data Mashup for information on creating such groupings.

7. (Optional) To filter and rank a specified number from among the top or bottom groups (according to a given summarized measure) follow these steps:

a. Click the desired group in the 'Grouping' panel to select it.

b. Select the TopN tab in the 'Grouping' panel.

c. Select 'Top' or 'Bottom' from the menu.

d. Choose the desired number of groups, and specify the aggregated measure that should be used to determine the ranking.

e. Select 'Group all others together' to include as a separate category groups that are not amongst the specified top or bottom groups. Otherwise, these groups do not appear in the Table or Section.

 

6. (Optional) To selectively summarize certain groups and force group-based page breaks, follow these steps:

a. Click the desired group in the 'Grouping' panel to select it.

b. Select the Options tab in the 'Grouping' panel.

c. Select 'Summarize Group' to display the aggregate value specified in the 'Summary' panel for the selected group. Deselect this option to suppress the summary for this group.

d. Select 'Page Break After Group' to force a page break after the final record in the selected group (or after the summary, if one is displayed).

5. (Optional) To customize the calculation method for a given aggregate or summary, follow the steps below:

a. Click the desired measure in the 'Summary' panel to select it.

b. Select the desired summarization method. See Summarization Formulas for an explanation of the available options.

 

c. To automatically represent values as a percentage, make a selection in the 'Percentage' menu. The percentage can be computed on the basis of the parent 'Group' (if multiple grouping levels are specified) or on the basis of the 'GrandTotal'.

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