Difference between revisions of "Grouping of observations within tables"

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|[[File:MenuOfTablesReports.png|300px|thumb|right|Fig. 2: Settings box for the InfoEx report]]A dropdown box will appear offering selections for the layout, grouping, and table types for the report that will be produced (Fig.2). For a description of selecting tables and layout see: [[Specifying the tables to be included in an InfoEx report]] and [[Single page view versus individual tabs for tables]].
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|[[File:MenuOfTablesReports.png|300px|thumb|right|Fig. 2: Layout pop-up window for InfoEx reports]]A dropdown box will appear offering selections for the layout, grouping, and table types for the report that will be produced (Fig.2). For a description of selecting tables and layout see: [[Specifying the tables to be included in an InfoEx report]] and [[Single page view versus individual tabs for tables]].
 
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|class="StepNum" | 3.
 
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|Under 'Group By' select the grouping option that you prefer. The grouping options will provide output as follows:
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|[[File:ReportGroupedbyRange.png|300px|thumb|right|Fig. 3:Example of a report grouped by Range]] [[File:ReportGroupedbyOperation.png|300px|thumb|right|Fig. 4:Example of a report grouped by Operation]]Under 'Group By' select the grouping option of your choice. The grouping options will provide output as follows:
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* '''Range''' (default)<br/>This option groups the report entries in each table by the mountain range of the location (Fig. 3). The mountain ranges are ordered in a NW to SE direction modeled after the legacy InfoEx report. Different from the legacy InfoEx reports, observations that fall into multiple mountain ranges are not shown in multiple mountain range groups, but a new group for the particular combination of mountain ranges. This prevents the duplication of observations in the report.
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{{note|The mountain range of the location is decided automatically when the location is created or edited by comparing their geometry to a baseline map of predefined mountain ranges. If the location overlaps two defined mountain ranges it will be associated with both.|NoteWithImage}}
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* '''Operation'''<br/>This option groups the report entries in each table alphabetically by the operation name (Fig. 4). This option is useful for smaller reports (e.g., nearest neighbours) as the mountain range is less important and it saves by eliminating the operation column in the table.
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{{Issue|Currently this sorting method does not sort locations alphabetically and some unexpected ordering can occur| IssueWithImage| SAFE-967 | Oct 29, 2013}}
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* '''None'''<br/>Choosing this option eliminates the grouping within the individual tables. The entire tables are either sorted pseudo-geographically by operation (default) or by any custom sorting specified by the user.
 
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|class="StepNum" | Range:
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|class="StepNum" | 4.
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|[[File:ReportGroupedbyRange.png|300px|thumb|right|Fig. 3:Example of a report grouped by ''''Range'''']]This option groups the report entries in each table by the mountain range of the location.
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|Click on the {{ButtonGrey|Okay}} button at the bottom of the layout pop-up window to commit your preferences to the system.
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{{note|The mountain range of the location is decided automatically by comparing the location to a baseline map of predefined mountain ranges. If the location overlaps two defined mountain ranges it will be considered to lie in both.|NoteWithImage}}
 
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|class="StepNum" | Operation:
 
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|[[File:ReportGroupedbyOperation.png|300px|thumb|right|Fig. 4:Example of a report grouped by ''''Operation'''']]This option groups the report entries in each table alphabetically by the operation name.
 
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{{Issue|Currently this sorting method does not sort locations alphabetically and some unexpected ordering can occur| IssueWithImage| SAFE-967 | Oct 29, 2013}}
 
 
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|class="StepNum" | None:
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|class="StepNum" | 5.
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|This option groups the report entries by their default sort order that is assigned by the InfoEx administrator.
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|Wait while the application retrieves the data for the new grouping format from the server and displays it in the current view.
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Revision as of 16:41, 1 January 2014

REQUIREMENTS
Permission All user levels
Connectivity Online only

This page describes how observations within a table may be grouped in InfoEx reports.

Background

Users can group the rows of tables according to three preferences: range; operation; and, no preference.

Step-by-step-description

1.
Fig. 1: How to access the grouping options
To access the grouping options click on the Layout button in the upper right corner of the 'Reports' page (Fig. 1).
2.
Fig. 2: Layout pop-up window for InfoEx reports
A dropdown box will appear offering selections for the layout, grouping, and table types for the report that will be produced (Fig.2). For a description of selecting tables and layout see: Specifying the tables to be included in an InfoEx report and Single page view versus individual tabs for tables.
3.
Fig. 3:Example of a report grouped by Range
Fig. 4:Example of a report grouped by Operation
Under 'Group By' select the grouping option of your choice. The grouping options will provide output as follows:
  • Range (default)
    This option groups the report entries in each table by the mountain range of the location (Fig. 3). The mountain ranges are ordered in a NW to SE direction modeled after the legacy InfoEx report. Different from the legacy InfoEx reports, observations that fall into multiple mountain ranges are not shown in multiple mountain range groups, but a new group for the particular combination of mountain ranges. This prevents the duplication of observations in the report.
NOTE The mountain range of the location is decided automatically when the location is created or edited by comparing their geometry to a baseline map of predefined mountain ranges. If the location overlaps two defined mountain ranges it will be associated with both.
  • Operation
    This option groups the report entries in each table alphabetically by the operation name (Fig. 4). This option is useful for smaller reports (e.g., nearest neighbours) as the mountain range is less important and it saves by eliminating the operation column in the table.
ISSUE Currently this sorting method does not sort locations alphabetically and some unexpected ordering can occur
JIRA: - SAFE-967 ( Oct 29, 2013)
  • None
    Choosing this option eliminates the grouping within the individual tables. The entire tables are either sorted pseudo-geographically by operation (default) or by any custom sorting specified by the user.
4. Click on the Okay button at the bottom of the layout pop-up window to commit your preferences to the system.
5. Wait while the application retrieves the data for the new grouping format from the server and displays it in the current view.

Related documents

Customizing reports

[1] Click to watch a help video
[2] Click to watch a help video

Managing report templates

Viewing report templates

Map Layers

Charts

Functionality tested by

  • Jan. 1, 2014: Pascal Haegeli
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