Grouping

Definition

Grouping is a mechanism by which you can bind multiple values in a column together under one or more names of your choice. This same goal can be achieved by If/Then statements in a variable. Grouping is very similar to a simple If/Then variable, but differs in a few key points.

Grouping is more limited than an If/Then statement: Grouping can only work on the contents of a single column and only serves to gather or rename those contents. Grouping does not allow additional functions, operators or other complex variable logic.

However, this simplicity also makes Grouping quick, easy and less prone to difficulties. Grouping is achieved mostly graphically, meaning that the groups are clicked together by mouse, instead of through a formula. The graphical nature of Grouping removes many of the pitfalls of If/Then formulas, such as syntax errors. It also quickens the pace, allowing a fairly complex group to be made with relatively little time and effort. Where If/Then statements can be lengthy and difficult to read, Grouping logic remains well organized and easy to skim.

Like variables, each set of grouping rules gets saved and named, meaning that you can use it across all tables and report tabs.

Video

Grouping

Prerequisite: Have your report open and make sure it is in Design Mode. If necessary, refresh your report.

1. Click on the content that you want to group

2. Navigate to the "Analysis" menu, and the "Display" submenu.

Screenshot of InfoView showing the location of the grouping button in the menus

3. Click “Group” or, click the small triangle next to the group button and select “Manage Groups”.

4. In the Manage Groups pop-up window, click the check box next to the fields of the first group that you want to put together. Then click “Group”.

Screenshot of InfoView Manage Groups pop-up

5. Name the group and click OK.

6. Complete step 4 and 5 for each group that you want to define.

7. If you have any values left over that are not grouped, you can group them all automatically by click on “Ungrouped Values” and selecting “Automatically Grouped”. You’ll be prompted to name this group, but it will default to “Others”.

8. If desired, change the name of the grouping rule (it will default to “field_name +”)

9. When you are satisfied with your name and the groups, click “OK”

10. Your grouped field will appear in the variables section under the name defined in step 8.

Screenshot of InfoView showing group under variables in the Available Objects data palette

InfoView will automatically replace the original field in your table with your new grouped field. This can be changed with the usual drag-and-drop methodology.

11. To change an existing rule, complete one of the following to get back to the Groups pop-up:

-Double click on the group label in your variables folder

-Navigate back to the small triangle next to the “Group” button and select “Manage Groups…”

Screenshot of InfoView showing the Grouping Menu options

12. To remove an entire group, navigate back to the “Group” button. Click on the small triangle next to the button and select “Ungroup” in the menu. This will ungroup all values.

Alternately, right-click (control + click on a mac) on the group name in the Variables folder in of the Available Objects data palette and select "Remove".