Grouping values
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Prerequisite
- Access to a view created from a query, a view created from a portal, or a view created from an analytics dashboard.
Presentation
The Group Value setting allows you to group different values of a dimension into a single group, making it easier to read and simplifying the chart or table. It is available for "Table", "PivotTable", "Column", "Bar", "Pie", "Line", "Radar", "Pareto", and "Area" charts.
It is possible to define a title for the group and choose the grouping criteria (operator and value).
In a graph displaying the number of workflows initiated per month, this function allows, for example, sorting months according to the intensity of workflows initiated. It's possible to apply a count.
See how to configure the field:
Grouping values
1. Access the view editor.
2. In the View data tab, expand the Group values field.
3. In the Grouping Title field, enter the title that will be displayed for the grouping of values.
4. In the Operator field, select the condition that will be used to select which items in the dimension should be grouped. The operator acts as a filter that identifies the values that will be included in the created group. The available operator options are:
| It's the same. | Select the items whose values in the dimension are exactly equal to the value entered. |
| BIGGER | Select the items whose values in the dimension are numerically or chronologically greater than the value entered. |
| GREATER THAN EQUAL | Select the items whose values in the dimension are greater than or equal to the value entered. |
| LOWER | Select the items whose values in the dimension are numerically or chronologically lower than the value entered. |
| LESS THAN EQUAL TO | Select the items whose values in the dimension are less than or equal to the value entered. |
| IT'S NOT THE SAME | Select the items whose values in the dimension are different from the value entered. |
5. If necessary, in the Value field, specify the criteria that will be used with the operator to select the items to be grouped. The system will compare the value with the dimension data to decide which values are included in the group.
6. After completing the grouping configuration, refresh the chart and click the Save and Exit button.
The Group Values section will only be enabled for editing if only one dimension has been added in the Columns or X-axis section .
Conclusion
Done! Now you know how to group values in the view.