How to explore your data with "Group by" options

How to explore your data with "Group by" options

Insights data can be pivoted by key properties in order to view differences between groups.

Imagine that Uplevel insights show a high-level trend across all the people in your selected segment.

Clicking into the details provides a Table view with more detailed information.  Here each row represents the data about individual teams.  In this case, the data is Grouped By Manager (the default group option).

Let's change the grouping option to explore different pivots of the data.

  1. Click the "By Manager" dropdown next to the insight title



  2. Select a new property to group the data.  In this case we are looking at PR Cycle Time, and so the options available are properties of the PRs, or the people who opened the PR.  Select "Contains Test."



  3. Notice several elements of the page have changed:

    1. The trend chart is now broken down into a trend of Cycle Time for PRs that contain tests, PRs that don't contain tests, and a Total trend for all PRs.


    2. The breakdown table shows a separate row of data for the PRs that contain tests, and PRs that don't contain tests.



  4. Explore the data across any of the important properties that differentiate people and projects at your organization. 
Idea
Note that the options available on each Insight are different based on the key properties in each different context. For example:
  1. Projects for Epic Lead Time
  2. Priority for Change Failure Rate
  3. Repository for Deployment Frequency

Look to the User page to see the unique properties available on each person, and what group each person is in.

Group by "Reports Up To" to see all the individuals who report to a leader in the organization.  Note that individuals will be in multiple groups in this view, as they report up to their Director, VP, CEO, etc.

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