Difference between revisions of "Grouping of observations within tables"

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{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
 
{{Requirements|UserLevel=All user levels|Connectivity=Online only}}
  
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This page describes how observations may be grouped within reports
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This page describes how observations within a table may be grouped in InfoEx reports.
  
 
==Background==
 
==Background==
 
Users can group the rows of tables according to three preferences: range; operation; and, no preference.
 
Users can group the rows of tables according to three preferences: range; operation; and, no preference.
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{{Note|All tables will have the same grouping order. You cannot group ''''Messages'''' by ''''range'''' and ''''Snowpack description'''' by ''''operation'''', for instance.|NoteWithImage}}
 
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The following information assumes you are logged in to the InfoEx application, you have selected an operation (if you have more than one valid operation) and you have selected 'Reports' on the main application menu.
 
  
 
==Step-by-step-description==
 
==Step-by-step-description==
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|class="StepNum" | 1.
 
|class="StepNum" | 1.
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|[[File:SettingsIconReports.png|300px|thumb|right|Fig. 1: How to access the grouping options]] To access the grouping options select the 'settings' icon on the upper right of the 'Reports' page (fig. 1).
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|[[File:SettingsIconReports.png|300px|thumb|right|Fig. 1: How to access the grouping options]] To access the grouping options click on the {{ButtonGrey|Layout}} button in the upper right corner of the 'Reports' page (Fig. 1).
 
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|class="StepNum" | 2.
 
|class="StepNum" | 2.
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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, font size and table types for the report that will be produced (Fig.2).
 
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|class="StepNum" | 3.
 
|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 avalanche observations grouped by Range]] [[File:ReportGroupedbyOperation.png|300px|thumb|right|Fig. 4: Example of avalanche observations 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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{|class="TblSteps"
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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. 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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|-
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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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|class="StepNum" | Range:
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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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* '''Operation'''<br/>This option groups the report entries in each table in pseudo geographic order that sorts the operation according to the three main InfoEx regions (1. Alaska, NW Region and Coast Mtns; 2. Columbia and Rocky Mtns; 3. Eastern Canada) and roughly sorts them from NW to SE (Fig. 4). This option is useful for smaller reports (e.g., nearest neighbours) as the mountain range is less important and it saves space by eliminating the operation column in the table.
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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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* '''Date'''<br/>This option groups the report entries in each table by date. This option is useful for reports spanning multiple days.
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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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* '''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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{{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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|This option groups the report entries by their default sort order that is assigned by the InfoEx administrator.
 
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|}
 
 
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|class="StepNum" | 4.
 
|class="StepNum" | 4.
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|The format for the custom report that you have created by arranging the tables can be saved for future use. See: [[Saving a report as an InfoEx report template]]
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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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|-
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|class="StepNum" | 5.
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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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|}
  
 
==Related documents==
 
==Related documents==
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* [[Specifying the tables to be included in an InfoEx report]]
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{{PagesInfoExReport}}
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* [[Single page view versus individual tabs for tables]]
 
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*[[Saving a report as an InfoEx report template]]
 
  
 
==Functionality tested by==
 
==Functionality tested by==
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* Oct 29: John Kelly / QA Server / Test Version 0.32.00
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* Jan. 1, 2014: Pascal Haegeli
  
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[[Category:Help Files]]
 
 
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
 
[[Category:Super User]][[Category:Operation Administrator]][[Category:Submission Moderator]][[Category:User]]
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[[Category:Reports]]
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[[Category:Reports]][[Category:Version 3.3.0]]
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[[Category:Version 0.32.00]]
 

Latest revision as of 16:32, 31 May 2017

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, font size and table types for the report that will be produced (Fig.2).
3.
Fig. 3: Example of avalanche observations grouped by Range
Fig. 4: Example of avalanche observations 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. 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 in pseudo geographic order that sorts the operation according to the three main InfoEx regions (1. Alaska, NW Region and Coast Mtns; 2. Columbia and Rocky Mtns; 3. Eastern Canada) and roughly sorts them from NW to SE (Fig. 4). This option is useful for smaller reports (e.g., nearest neighbours) as the mountain range is less important and it saves space by eliminating the operation column in the table.
  • Date
    This option groups the report entries in each table by date. This option is useful for reports spanning multiple days.
  • 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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