WEBVTT 00:00.000 --> 00:00.600 Welcome to 00:00.600 --> 00:03.600 Veeva Connect's reporting overview for beginners. 00:03.766 --> 00:08.333 In this short video, we'll show you how you can calculate metrics across records 00:08.533 --> 00:11.500 such as record counts, sums, averages, 00:11.500 --> 00:14.500 minimums and maximums. 00:14.966 --> 00:16.266 The first step to creating 00:16.266 --> 00:19.500 a summary calculation is defining a group within a report. 00:20.233 --> 00:23.733 Here we have a sample report based on the document report type. 00:24.200 --> 00:27.566 And we're going to ultimately group these by facility. 00:28.533 --> 00:31.533 We'll click on Add Field to Group by 00:31.800 --> 00:35.600 and select a field from the Group rows by dropdown. 00:36.333 --> 00:40.033 If we picked a date field we would have additional options 00:41.933 --> 00:43.266 to group by day, 00:43.266 --> 00:46.266 week ending, month, quarter or year. 00:46.733 --> 00:49.733 We're going to select a different field 00:49.800 --> 00:52.466 owning facility. 00:52.466 --> 00:55.400 And within each owning facility 00:55.400 --> 00:58.400 we're going to pick the document type. 00:59.033 --> 01:02.033 So with we'll see the owning facility. 01:02.200 --> 01:05.766 And then underneath each facility we'll see groupings by type. 01:07.566 --> 01:08.700 Once you've selected a 01:08.700 --> 01:13.633 field or fields to group your rows by number, date, date, time 01:13.633 --> 01:17.933 and ID fields in the report will display a Summary Calculation dropdown 01:18.833 --> 01:21.833 for date time fields such as Create a date. 01:21.866 --> 01:24.866 You'll be able to select the minimum or maximum 01:24.900 --> 01:27.900 date within that particular field. 01:28.000 --> 01:30.766 Number fields give you additional options. 01:30.766 --> 01:33.800 Let's add a couple of number fields to our report. 01:34.933 --> 01:38.366 Let's go with annotate unresolved annotations. 01:38.466 --> 01:41.700 We'll get a count of the number of unresolved annotations. 01:42.433 --> 01:46.166 And then we'll also add the document count field 01:46.600 --> 01:49.300 which is a calculation field that is generated 01:49.300 --> 01:52.300 for reporting purposes. 01:52.533 --> 01:55.733 Now that we have those fields we can select 01:56.833 --> 02:00.100 to display the average number of unresolved annotations 02:00.600 --> 02:03.966 a sum total, the minimum number, the maximum number. 02:04.266 --> 02:07.266 Or look at some standard deviation calculations. 02:07.600 --> 02:11.533 We'll pick some and show the count as a number. 02:11.966 --> 02:14.766 We could also show that as a percentage of the total. 02:16.800 --> 02:17.333 Note that 02:17.333 --> 02:21.366 we can show it as a percentage of the total or a number 02:21.433 --> 02:25.266 count on the facility and by document type. 02:26.533 --> 02:28.900 Now the total document count 02:28.900 --> 02:34.100 can also be shown as either a number or a percentage of the total, and a number 02:34.100 --> 02:39.600 or a percentage of the total within that first grouping or the facility. 02:40.200 --> 02:43.200 We're going to show these as percentages 02:43.366 --> 02:46.600 and leave the number of unresolved annotations as a number. 02:47.266 --> 02:49.366 Let's also 02:49.366 --> 02:52.366 show the minimum created date. 02:52.700 --> 02:55.766 Now that we have our groupings and a few calculations in place, 02:56.366 --> 02:59.366 let's go ahead and run this report. 03:01.033 --> 03:01.866 Here you can see 03:01.866 --> 03:04.866 we have our documents grouped by owning facility. 03:05.100 --> 03:07.533 And you don't see many details beyond that. 03:07.533 --> 03:09.366 In this particular view. 03:09.366 --> 03:12.833 You'll see the minimum create a date for that facility. 03:13.566 --> 03:17.866 Then sum total of unresolved annotations for that facility. 03:18.466 --> 03:25.000 And that Baltimore has 38% of the total of the document count, which is 202. 03:26.333 --> 03:27.200 You can expand 03:27.200 --> 03:30.266 out your first grouping to see your second grouping, 03:30.933 --> 03:35.000 which then gives you additional information such as this. 03:35.000 --> 03:39.000 The document is 5% of the total for Baltimore, 03:39.466 --> 03:43.233 and we can see that 80% of Baltimore's documents are governance 03:43.233 --> 03:47.266 and procedural documents, and that there is one unresolved 03:47.466 --> 03:51.900 annotation on a governance and procedure document within the Baltimore. 03:52.866 --> 03:56.666 From the second grouping, we can go down into the individual records. 03:57.933 --> 04:00.400 So this gives you an idea of some of the things you can do 04:00.400 --> 04:02.733 with groupings and calculations. 04:02.733 --> 04:06.566 There is one limitation to note that your first grouping, 04:07.100 --> 04:11.766 such as facility, must be on a field from either the primary object 04:12.100 --> 04:15.166 or an object that the primary object directly 04:15.166 --> 04:18.933 references with an outbound, not inbound reference. 04:20.366 --> 04:22.400 Thank you for joining us for our look at how to use 04:22.400 --> 04:25.133 groups to perform calculations across rows 04:25.600 --> 04:28.266 Be sure to check out our next beginner series video, 04:28.266 --> 04:31.666 where we'll show you how to use tabular and matrix report types.