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Overview

 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 13 and 18 (inclusive) are grouped as teenagers.
For example:

Age

Sales

16

$1,500

17

$750

25

$1,300

Update ages to group all between 13 and 18 into a Teen bucket.

Age

Sales

Teen

$2,250

25

$1,300

 

Grouped Metrics

Grouped Metric setup has a different behaviour to other types of grouped fields, as Yellowfin will automatically create groupings for you, which you can then adjust.

1.  Click the drop down list on a view field and select the New Grouped Data Field option. Alternatively, click on the Create button at the bottom of the View Fields list and select Grouped Data.

You will now see the Group Data lightbox.

2.  Provide a name for the field, and specify which view field it should be based on.

3.  Click Continue to begin designing groups.

When it comes to metrics, Yellowfin will automatically provide groupings, which you can then adjust.

4.  Click Edit Groups to make adjustments to the auto groups.

5.  You can now specify the number of groups Yellowfin divides your data into.

 

6.  If you want to further edit the groups, disable Auto Groups.

7.  You can now change the labels and value ranges for the groups.

8.  Click Save to complete your changes.

9.  Click Submit to complete your grouped data field.

 

Grouped Text

1.  Click the drop down list on a view field and select the New Grouped Data Field option. Alternatively, click on the Create button at the bottom of the View Fields list and select Grouped Data.

You will now see the Group Data lightbox.

2.  Provide a name for the field, and specify which view field it should be based on.

3.  Click Continue to begin designing groups.

4.  Provide a label for your first grouping. This will be what's displayed instead of the grouped values.

5.  Pick an operator for your grouping logic:

Operator

Description

In List

One or more alphanumeric or string values

Not In List

Two or more alphanumeric or string values

6.  Select which values should be used in this group, moving them from the list on the right to the list on the left.

7.  Click Save to complete this group.

8. To add additional groups, click on the + Add Group link.

9. Define and save your additional groups.

10.  You can reorder your groups by clicking and dragging the  icon.

11.  Edit a group by clicking on its label.

12.  Click Submit to complete your grouped data field.

 

Grouped Dates

1.  Click the drop down list on a view field and select the New Grouped Data Field option. Alternatively, click on the Create button at the bottom of the View Fields list and select Grouped Data.

You will now see the Group Data lightbox.

2.  Provide a name for the field, and specify which view field it should be based on.

3.  Click Continue to begin designing groups.

4.  Provide a label for your first grouping. This will be what's displayed instead of the grouped values.

5.  Pick an operator for your grouping logic:

Operator

Description

Equal ToThe same as the specified date.
Different FromDifferent to the specified date.
Greater ThanA date later than the specified date.
Greater Than or Equal ToA date the same or later than the specified date.
Less ThanA date before the specified date.
Less Than or Equal ToA date the same or before the specified date.
BetweenA date in between the two specified dates.
Not BetweenA date outside of the two specified dates.
In ListA date the same as one in the list of specified dates.
Not In ListA date not found in the list of specified dates.
Is NullA null date.
Is Not NullA date.

6.  Specify the date or time period for the group, either by using the date picker, or selecting Dynamic Dates.

7.  Click Save to complete this group.

8.  Click Submit to complete your grouped data field.

 

 

Sort by Grouped Data

You can also sort your chart data according to the order of the grouped data. Learn how to do this here.

 

 

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