Using Analysis in Reports

Group data to make it easier to read

After creating and filtering our new, lovely report, why don’t we analyze it? The analysis tool will let us fine-tune how the filtered data is displayed.

For reference, this is our current report on females hired from 1/1/2000 to 1/1/2020.

Let’s say we want to organize our data to see the number hired in each department.

Instructions

 

From the report writer:

  1. Click the Analysis button.

  2. For this example, we are going to choose GroupBy and choose the CC2/Department field. Make sure to click the Add button to include the analysis.

     

  3. We will add another analysis that counts the employee ID field. In this case, we are going to check the Display SubTotal box so the count appears on the report.

     

  4. Click Save, or Preview the report prior to saving.

Now our report will be grouped by department, and show a count of the number of female new hires from each department in green!

You do not need to have filtered data to run an analysis. It just helps!