Sorting Groups Based on Summary Fields


Concept


Steps:

  1. Begin by opening an existing report using the Open button.

     

    Click the Open button.

    Step 1
  2. Use the Open dialog box to browse and select a report from the list.

    Step 2
  3. In this example, you will open the Customer Summary Information report.

     

    Click the Customer Summary Information list item.

    Step 3
  4. Click the Open button.

    Step 4
  5. Use the Preview window to preview the results of reports.

    Step 5
  6. Click the Design button.

    Step 6
  7. Use the Design window to create professional looking reports.

    Step 7
  8. Use the Group Sort Expert button to sort groups by Top or Bottom N records or sort groups on summary information.

     

    Alternatively, select Report, Group Sort Expert menu.

    Step 8
  9. In this example, you sort groups using the Report, Group Sort Expert on the menu bar.

     

    Click the Report menu.

    Step 9
  10. Click the Group Sort Expert list item.

    Step 10
  11. Use the Group Sort Expert dialog box to analyze and report the top or bottom groups or top or bottom percentages.

    Step 11
  12. The tab title identifies the group field.

     

    If you have more than one group, there is a tab for each group.

    Step 12
  13. Use the For this group sort field to select the type of sort.

    Step 13
  14. Click the down arrow next to the For this group sort field.

    Step 14
  15. In this example, select the Top N option.

     

    Click the Top N list item.

    Step 15
  16. Use the based on field to select the summary field on which to base the group sort.

     

    In this example, the

    Sum of UNIT1.TRAINING_UNITS field is selected by default.

    Step 16
  17. Use the Where N is field to enter the number of top or bottom values by which to sort.

    Step 17
  18. Click in the Where N is field.

    Step 18
  19. In this example, you sort groups by the top 10 customers with the highest training units.

     

    Enter the desired information into the Where N is field. Enter

     "10"
    .

    Step 19
  20. Use the Include others, with the name field to include all fields that do not fit into the top or bottom selection under a specific group name.

     

    Note that if you select this option and display the Group Name field, then the name that you specify will be the group name for all the other rows of data that are not in the top N groups.

    Step 20
  21. Use the Include ties field to accommodate groups whose summary values are equal.

    Step 21
  22. Click the OK button.

    Step 22
  23. Use the Save button to save reports.

     

    Alternatively, select File, Save on the menu bar.

    Step 23
  24. In this example, you will save the report using the Save button.

     

    Click the Save button.

    Step 24
  25. Click the Preview tab.

    Step 25
  26. The Customer Summary Information report is sorted by group so that the report displays the top 10 years of training unit totals.

    Step 26

You have successfully sorted groups based on summary fields.

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