Grouping records together helps people who read the document to understand the data better. Grouping the data sets up a type of hierarchy within the document, and an inherent or implied sort order for the data. The data is first sorted by the left-most field in the Grouping panel, then by the next field, and so on. To reorder the grouping, you can move the fields in the Grouping panel.
You can specify the grouping of data in a document in one of the following ways:
While creating a document using the Document Wizard, you can select the fields by which you would like to group data.
When editing a document, you can drag items from Dataset Objects and drop them onto the Grouping panel in the Document Editor.
You can select attributes, consolidations, and custom groups as grouping fields. For an example of grouping in a document, see the MicroStrategy Report Services Document Creation Guide.
You can group each layout of a multi-layout document differently.
Each element of each grouping field becomes a bookmark in the exported PDF version of the document. You can turn off automatic generation of bookmarks; for steps, see Setting up a document for printing.
Each element of each grouping field is listed in the PDF table of contents, if you choose to include a table of contents in the PDF. For steps, see Including interactive table of contents in PDFs.
By default, page-by is enabled for all the grouping fields in the document. Page-by is the ability to select grouping elements for display in the exported PDF version of the document and in Interactive Mode. For more information, see Using page-by on a document.
Open a document.
If the document contains multiple layouts, click the tab of the layout to group.
From the Tools
menu, select Grouping. The Grouping
panel opens above the Layout area.
Data is first sorted by the left-most
field in the Grouping panel, then by the next field, and so on.
Related topics