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:
-
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.
-
To change how subtotals are applied to each group, right-click on the Campus column, choose Break, choose Manage Breaks.
-
In the Manage Breaks Window, Check the box next to "Value Based Break". Click on the activated "Values" button.
-
In the "Select Values" box, choose the values to Subtotal. Click "OK" on this window.
-
Click "OK" on the "Manage Breaks" window.
-
Now you will see that there is a subtotal line only for Campus Code 1. All other Campuses are listed. without subtotals.
*Need help?*
If you need please contact the Center for DATA WebI team at https://td.usnh.edu/TDClient/Requests/ServiceDet?ID=142 or by calling the IT Service Desk at 862-4242.