The following examples show how you can use tally function and statistical fields to display the same data in different ways. Example I shows the difference in results when you select tally fields versus calculated fields. Example II shows the difference in results when you select tally fields versus calculated fields and use group / sort to categorize results.

Example I Tally vs. Calculated Field

The following shows the difference between using reporting fields that tally data and calculated fields.


Reporting Field Design
Tally Function

Calculated Field Design
Statistical Function

Locations Report for Name, City, and State

Locations Report for Counting Locations in a State

Name

City

State

L1

Denver

CO

L2

Boulder

CO

L3

Evergreen

CO

L4

Wichita

KS

L5

New York

NY

 

State

Count

CO

3

KS

1

NY

1

 


Example II Tally vs. Calculated Field and Group / Sort

The following shows the difference between using tally fields and a calculated field that counts locations and groups results by city.


Reporting Field Design
List Functions

Calculated Field Design
SQL Query and Grouping Functions

Locations Report for Location and City

Locations Report for City with Gear_icon.png Count Grouped by City

Location_City.png

Location_Count_by_City.png


How To Design a Simple Report Without Calculated Fields

Extensive instructions on using the Reports section in the Enterprise portal are provided in the Reports section. Here is a brief review of two report types.


To design a simple report to display locations and their city:

  1. Go to Reports > Designs. Add a Location report.

  2. Select the Source: Organization > Location and click Save.

  3. Under Columns, add BusinessName (Location) and City.

  4. Click Save and View.
    Results list each location and city. Refer to the following example.
    Location_City.png

How To Design a Report to Gear_icon.png Count Locations in Each City

To design a report to count the number of locations in each city:

  1. Use the same design from above. Under Columns, keep the check box for Location (Business Name) selected and clear the check box for City.

  2. Add the Gear_icon.png Count calculated field. Click on the field and specify Tally Functions as Group: Count and Report: Sum.

  3. Under Group / Sort, add City. Select check box to Group by City.

  4. Click Save and View.
    Results list each location , grouped by the city it resides in, with a count of the locations.