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2012 Redwood Analytics® User ConferenceAnalysis. Insight. Action.
List Reports and Grouping inReport Studio
Michelle St. PierreSenior Consultant
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Objectives
• Summarize data in a list
• Group and sort data in a list
• Format list reports
• Convert a list to a crosstab
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Packages
Unsecured• Pulls all data warehouse data• No data security• Always displays all Firm data
Example: Top 10 Client Report
Secured• Includes data level security
• Displays records and data based on Leadership roles
• Includes a Perspectives folder
Example: Unbilled Amount by Office
2012 Redwood Analytics® User ConferenceAnalysis. Insight. Action.
Group, Sort and Format List Reports
2012 Redwood Analytics® User ConferenceAnalysis. Insight. Action.
Add / Remove / Modify Headers and Footers
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Types of Headers and Footers
2012 Redwood Analytics® User ConferenceAnalysis. Insight. Action.
Show Sums and Totals
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Aggregation Options
Aggregation Description
Automatic Summary Uses default aggregation rule setup within the model
Total Sums all values in the selected column
Count Counts each row for the selected column
Count Distinct Counts the number of unique values for the selected column
Average Gives an average of all values for the selected column
Minimum Gives the smallest value for the selected column
Maximum Gives the largest value for the selected column
Median Gives the median value for the selected column
Standard Deviation Gives the standard deviation of the values
Variance Gives the variance of the values for the selected column
Calculated Ensures that the calculation in a calculated row’s summary footer is the same as for the details
Custom Defines your own aggregation rules
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Questions?
2012 Redwood Analytics® User ConferenceAnalysis. Insight. Action.
List Reports and Grouping inReport Studio
Michelle St. PierreSenior Consultant