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Group By

In widgets that compare members, data is grouped by attributes (i.e. Group By) to allow comparison and investigation of those groupings. Multiple levels of groupings may be available.

In this topic:

  1. Select top-level groupings (1st By)
  2. Select the Group By order (2nd By, 3rd By, etc.)
  3. Add an attribute for grouping the data
  4. Change the data cube
  5. Grid expansion
  6. Graph expansion
  7. Cross By

Select top-level groupings (1st By)

Select how to group the data at the highest level (1st By). The resulting groupings can be compared, ranked, and expanded. Tap the By (underlined in blue) in the breadcrumb path; then tap on an attribute in the Group By menu. This list of attributes is built into the dashboard. You can access more attributes for grouping the data if you wish.

Select the Group By order (2nd By, 3rd By, etc.)

The Group By order controls what attribute is next when expanding a member or drilling down.

To change the order:

Tap the By (underlined in blue) in the the breadcrumb path

Then, grab an attribute's  handle and drag it to a new location in the list. You can access more attributes for grouping the data if you wish.

After selecting the order, tap on Apply. 

Add an attribute for grouping the data

Option 1: Select from a list

  1. In the Group By menu, tap .

  2. Select the key (what the attribute describes).

  3. Tap on the attribute(s) to select it. The attribute(s) should now be blue.

  4. Tap on Apply.

Tip: The Group By area shows keys and attributes for the selected data cube (i.e., type of activity). You may need to change the cube to access other keys and attributes.

 

 

 

This goes back to a list of selected attributes. Notice that the new attribute is added as the last By.

  1. To group data at the highest level (i.e. 1st By), tap on the attribute or drag it to the top of the list; then Apply.

Option 2: Search for an attribute

  1. In the Group By menu, tap .

  2. Enter part or all of the name and tap  again to perform the search.

  3. Tap on the attribute(s) to select it. The attribute should now be blue.

  4. Tap on Apply.

This will take you to the list of selected attributes where you can make the new attribute the 1st By.

Change the data cube

Data cubes represent source bodies of data for various activities or conditions. You may need to change the data cube to access an attribute or measure associated with a different activity.

  1. In the Group By menu, tap .

  2. Under Available, tap the name of the currently-selected data cube (indicated by ).

  3. Select the new cube.

  4. You can now choose a Group By from the new cube.

Tip:  This may change the measures that are available.

Grid expansion

View multiple levels of data at once in grids. For example, expand the top-level dimension (1st By) into subgroupings for the next dimension (2nd By).

Expand rows individually

Tap on >, or tap the name and then choose to Expand. 

Tip: This method of expanding data is limited in a "flat view"; instead, you can turn on auto-expand (see below).

Expand all rows (auto-expand) in a grid

Tap the menu at the top the widget; then tap on  to automatically expand all members of a dimension(s) to the next level. The icon is blue when auto-expand is on.

Tip: The grid may organize the subgroupings under the parent level (with subtotals) or treat them independently (no subtotals), depending on the grid type. The grid type is built into the dashboard, but can be changed in explore mode.

Graph expansion

In comparative, multi comparative, and mix graphs, you can expand dimensions to see data broken down further by the next dimension. To expand data in graphs, tap the menu at the top the widget; then tap on  to turn on auto-expand.

Tip: The graph may organize the subgroupings according to the parent level (e.g., grouped bar chart or "sunburst" chart) or sort subgroupings independently (i.e. flat data), depending on the underlying grid type. The grid type is built into the dashboard, but can be changed in explore mode. 

Cross By

Crosstab analyses show cross-sections of data for two attributes (Group By & Cross By). To select the Cross By, tap the menu at the top of a Crosstab widget; then drag the attribute's handle  into the Cross By box. To choose the Group By, tap on the attribute.