Grouping records in a document

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:

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.  

Grouping and PDF bookmarks and table of contents

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.

Grouping and page-by

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.

To group records in a document

  1. Open a document.

  2. If the document contains multiple layouts, click the tab of the layout to group.

  3. 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.

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