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Stratify

Feature Location: Options tab | Stratify
Availability: Version 1.1+

Figure 1: Stratify Setting Form



The stratify feature divides a report into multiple worksheets.  The Stratify Field (Figure 1,  Item 2) determines which data is placed in each worksheet. All records with the same value in the Stratify Field will be on the same worksheet. 

For example, this feature can be used to separate all open defects into reports based on their Target Release.  Each worksheet would then only include the tickets that will be fixed in that release.

Figure 2 depicts this example.  The report on the Stratify worksheet (Figure 2, Item 1) has the stratify settings shown in Figure 1.  When the report is generated, all open defects are on the Stratify worksheet.  In addition, it automatically created 4 new worksheets (Figure 2, Item 3): RZ_2.1, RZ_2.0, RZ_1.1 and RZ_1.0.  Each of those worksheets only contains the defects targeted for that release.  Figure 3 shows the report generated for Release RZ_2.1.

 Figure 2: Stratify Report   Figure 3: Automatically Generated Stratification Report

 




Stratify Checkbox

This setting enables/disables stratification.

Stratify Field

The Stratify Field determines how the report will be stratified. A stratification report (worksheet) will be created for each unique value in the Stratify Field.  Each stratification report will contain only those records with the same value for the Stratify Field.  For example, if the Stratify Field was set to Assignee then a stratification report would be generated for each assignee in the data set.


(Delete) Strat Reports

Deletes all of the stratification reports that were automatically created from this specific report.  It will NOT delete the parent report that has the stratification report enabled.  It will also NOT delete automatically created stratification reports that were generated from another report in the workbook.

(Delete) All Strat Reports

Deletes all of the stratification reports that were automatically created from in the active workbook regardless of the parent report.  This is useful when you have multiple reports in the same workbook with stratification enabled.



Stratify Value Variable

The Stratify Value variable can be used in some report settings.  The variable will be replaced with the value for the Stratify Field for that specific stratification report.
See Variables for more information on using variables.  In the example below (Figure 4), the Stratify Value will be placed in the CC field of an email when the report is generated.


Figure 4: Stratify Value Variable
 




EXAMPLE:


Download example

The example spreadsheet contains a worksheet named Stratify.  That worksheet contains a report with stratification enabled. The Stratify Field is set to the Submitter field.  When the report is run, it will create a worksheet for each submitter. The report also shows how to email the report to each submitter (see the Email tab of the report configuration).  To test the email feature you must first change the Workbook Setting for Email back to Worksheet.

See also

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Toggle StratificationDelete this reports Stratification worksheetsDelete all stratification reports in this workbook