Purpose

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Videos

Information

1. Grouping Options within Summary Reports allow agencies the ability to visualize data custom to their individual reporting needs.
   
2. Grouping Options allow agencies to:

            

Group Information into Custom Charts

      

Visualize Progress Towards a Benchmark or Standard

             

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How to Use Grouping Options

Start the Ad-hoc Report like any other. Fill out the Basic Information section and select a data source. Choose the Summary report type. If applicable, apply report criteria. Then, navigate to Grouping.

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Grouping Tools

The new grouping section in the ad-hoc reporting module is designed to enhance the organization and presentation of data. This feature allows users to group data based on specific criteria, making it easier to analyze and interpret large datasets. In this example we are first grouping on the fire station and then the Incident Ids. 

The new core functionally of the grouping tool allows you to group on more than one column. 

1. Access the Grouping Section
   
1. Click on the “Grouping” tab to open the grouping section of the report set-up.
   
2. Select Grouping Criteria
   
1. Choose the data field you want to group by from the dropdown menu.
   
2. If needed, add additional levels of grouping by selecting more data fields.
   
3. Review/Save Grouped Data
1. The grouped data will be displayed in a structured format.
   
2. Once satisfied with the grouping, save the report

Below is an output example demonstrating how to collapse secondary datasets for better information interpretation:

1. Fire Station/Incident Series Name: A combination of your groupings. 
   
2. Station 1: always going to be your first level of the report (this will also give you your total and total percentage) 

PDF/Excel Exports: It is important to note that PDF and Excel exports do not currently support exporting in this format.

Summary Columns are used to define fields that should be counted, averaged, summed, etc. in relation to the row group. Every report needs at least one summary column. Use the  icon to add additional columns.

1. For each Summary Column:
   
1. Select the Measure
   
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2. Define the field for aggregation. The fields available for selection depend on the data source being used as well as the row group selected. 
   
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3. Define any filter conditions for the specific column. In this example, the filter conditions are used to eliminate potential outliers:
   
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4. The resulting column in the example used here would look like this:
   
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Computed Columns can only be added after one or more summary columns are created. Computed Columns are used to add, subtract, divide, or multiply summary columns against a value or each other. Add additional computed columns using the icon.

1. Enter the desired formula in the box provided using placeholders.
   
1. To use a placeholder, select the desired column from the placeholder dropdown list. The list of available placeholders reflects the different summary columns added to the report. For each column, there are two choices:
   
1. "col_[x]" is used to measure each data point within a column.
   
1. Example: (col_1)+(col_2)
   
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2. "col_[x]_total" is represents the sum of an entire column.
   
1. Example: (col_1)/(col_1_total)*100
   

                                                

                                                

1. Each summary column will display its alias right below the allowed decimal place field. Use the alias to select the column as a placeholder.
   
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1. Use the following keys to apply arithmetic functions to the columns:
   
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1. Then name the column and define the value format. If needed, define the allowable decimal places. Here are some examples:
   
1. In this example, the computed column is being used to divide a data source of time in seconds into minutes:
   
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2. The resulting computed column looks like this:
   
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3. Here's another example of a computed column. In this example, the column is being used to add two summary columns (columns 1&2). Column 1 represents BLS dispatch types and Column 2 represents ALS dispatch types. The computed column provides a total.
   
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4. In this example of a computed column, the column is being used to calculate a percentage complete by dividing column 1 (completed inspections) by the total of columns 1&2 (total inspections) and multiplying by 100. Note the Value format selected is "percentage".
   
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Column Groups

1. In this example, summary column 1 is being used to count the number of incidents (column)  for each dispatch type (row):
   
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2. The Column Group is then used to sort the count of incidents by year:
   
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3. The result looks like this:
   
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Adding a Chart

1. 1) Choose the chart type
   
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2. 2) Select the chart grouping. Available fields to group are defined by the row group or column group in the table.
   
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3. 3) Select the appropriate measure and the field to be measured (column for aggregation)
   
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Associating Reports with the Dashboard Module