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    Group By Tab
    • 09 Oct 2023
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    Group By Tab

    • Updated on 09 Oct 2023
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    Group By Tab

    The Group By tab provides additional grouping options for the chart, depending on the type of data that you are including. For example, there are options for grouping by a data field that contains dates, character string, or numeric values. You can also choose to include all values in the Group By field or define a range of values that you want to include.

    NOTE: Group By options are not available for Boolean data (true / false values).

    Example: Group By Tab

     

    Field

    Description

    Group By

    The data field that you want to use to group your data in the chart. You can choose any field that is part of the Data Grid you used as the basis for the chart.

    NOTE: This is the same as the Group By drop-down on the Data tab. If you change the data value in this drop-down box, it will also change on the Data tab (and vice-versa).

    Chart all Distinct Values

    Checkbox that indicates whether you want to display each distinct data value in the Group By data field along the chart’s X-axis.

    Select this checkbox to chart all values as-is.

    NOTE: Selecting this checkbox disables the other options on this tab.

    Clear this checkbox if you want to define the way data is displayed in the chart. For example, if you have selected a date field, you can choose to group the data by year, month, quarter, year and month, year and quarter, or a custom range.

    NOTE: The checkbox is cleared by default if the Group By field contains a date value. For all other data types, the checkbox is selected by default.

    For Dates Chart By

    If you selected a date value in the Group By field, you can use this section to determine the way you want to group the data. There are six available options for charting dates:

    • Year and Month: Groups the chart data by the year and month of the date values in the Group By field. This is the default setting for date values. If you select the Use Fiscal Calendar checkbox, this option changes to Year and Period.
    • Year and Quarter: Groups the chart data by the year and quarter of the date values in the Group By field.
    • Year: Groups the chart data by the year of the date values in the Group By field.
    • Month: Groups the chart date by the month of the date values in the Group By field. If you select the Use Fiscal Calendar checkbox, this option changes to Period.
    • Quarter: Groups the chart data by the quarter of the date values in the Group By field.
    • Custom Ranges: Allows you to create a set of custom date ranges to group the chart data. If you select this checkbox, you can define the desired date ranges in the Define Custom Ranges pane on the right-hand side of the tab.

    NOTE: If you select the Use Fiscal Calendar checkbox, this option changes to Year and Period.

    Use Fiscal Calendar

    Select this checkbox if you want to use the fiscal calendar in FIMS to define your date ranges.

    Fiscal Calendar

    Click this button to view the fiscal calendar in FIMS.

    For Character Strings Chart By

    If you selected a character value in the Group By field, you can use this section to determine the way you want to group the data.

    • Substring: select this checkbox to group the chart data by a substring of the character strings.
    • Custom Ranges: Select this checkbox if you want to create a set of custom ranges by which to group the chart data. If you select this checkbox, you can define the desired ranges in the Define Custom Ranges pane on the right-hand side of the tab.

    Substring

    If you selected the Substring checkbox in the For Character Strings Chart By section, use this section to define the character positions for your substrings:

    • First Character: The character position where the substring should start. This value is inclusive. For example, if you select 1, the first character of the substring will be the first character of the string.
    • Last Character: The character position where the substring should end. This value is inclusive. For example, if you select 5, the last character of the substring will be the fifth character of the string.
    • Use Substring for Label: Checkbox that indicates whether you want to use the substrings as the label for data on the chart’s X-axis.

    NOTE: Selecting this checkbox disables the options on the Group Display tab.

    Define Custom Ranges

    Use this section to create a set of custom grouping ranges for date, character, or numeric data (for example, you can define the set of numeric ranges: 0-100,000, 100,001-500,000, and 500,001+). The chart will only include data that fits within the specified ranges and will ignore all other data.

    You can enter ranges in any order. After you enter a range, the system will automatically re-sort the ranges based on their beginning values.

    NOTE: Using custom ranges disables the options on the Group Display tab.

     

    • Begin: The beginning of the range.
    • End: The end of the range.
    • Must be greater than or equal to the Begin value for numeric data.
    • Must be the same as or more recent than the Begin value for dates.
    • Must be the same as or sort after the Begin value for character data.
    • Label: The label for the range. If you leave this field blank, the system will build a default label using the Begin and End value separated by a dash.

     

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