Configuring Grouping Properties in a Chart View

Follow the below steps to configure how records are grouped together in a chart view.

  1. Click the Grouping tab.
  2. Under the Primary Grouping tab, select the field that the view will use to group together records from the Group By drop-down list.
    • The Group By field lists all of the fields from the selected service.
    • For example, if you want to run a chart view that lists Database Objects records according to their type, then select Type from the Group By drop-down list.

  3. If you selected a field that uses a numeric data type (e.g., ID), then you can select one of the following operations from the Function drop-down list:
    • Absolute: shows the absolute value of the number without rounding or truncation.
    • Round: rounds the number to the nearest whole.
    • Truncate: truncates the number to the nearest whole without rounding.
  4. By default, the view displays the field name as the group heading in the chart view. To specify a different group heading, enter a value in the Display As field.
    • The Display As field is only applicable to a chart with one grouping specified (that is, only the Primary Grouping tab is filled in).
  5. Advanced users who are familiar SQL can specify their own Summary SQL statement. Select the Customize Grouping Method option and enter a custom SQL statement in the Grouping SQL text field.
  6. If you want to group records by a second set of criteria in the chart, then select the Secondary Grouping sub-tab, and repeat the steps described in Steps 2-5.
    • For example, you can group database objects by type as the primary grouping, and then group each type by whether or not the object is automatically generated (using the Is Generated field).
    • The Secondary Grouping sub-tab is not available for Pie Charts or 3D Pie Charts.
    • The Display As field is not applicable for a Secondary Grouping. Also, if you specified a Secondary Grouping, any Display As value you entered for the Primary Grouping is also not applicable.

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