WebI: Advance Techniques for Breaks (Value-Based Breaks)

Summary

This article will walk you through using Value Based Breaks in WebI reports

 

How-To

Task: Grouping data and showing subtotals for selected dimension values that are grouped in WebI.

Instructions

Value Based Breaks is a new feature introduced for report creators in version 4.2 SP6. This feature allows a user to group data displayed on a table by the preferred dimension(s) and select the values of the dimension(s) to subtotal.

For example, let us consider a report that displays Campus, Subcampus, and Period-To-Date (PTD) Amount. On this report, the user wants only the UNH campuses to be grouped and subtotaled. The remaining campuses will not be subtotaled. We would apply a Value Based Break as follows:

Step 1 - Apply a break on the Campus dimension (right-click on the Campus column, choose Break, choose Add Break). You will see that the data is grouped by Campus and each Campus has a Subtotal line.

Break by Campus Displayed

 

Step 2 - To change how subtotals are applied to each group, right-click on the Campus column, choose Break, choose Manage Breaks.

Step 3 - In the Manage Breaks Window, Check the box next to "Value Based Break". Click on the activated "Values" button.

Step 4 - In the "Select Values" box, choose the values to Subtotal. Click "OK" on this window.

Step 5 - Click "OK" on the "Manage Breaks" window.

Manage Breaks Dialog Box displayed

 

Step 6 - Now you will see that there is a subtotal line only for Campus Code 1. All other Campuses are listed. without subtotals.

Value-based breaks applied to campus displayed

 

Outcome

You will be able to use value based line breaks.

 

Need Additional Help?

If you have questions not answered here, please submit a request to the Center for DATA WebI team, or contact the Technology Help Desk.