You can use page-by to interactively display groups of data on separate pages of the document. This is useful when a document returns a very large set of data in its results. Analysts can use page-by when viewing the document in Interactive Mode or the PDF version of the document. Page-by allows a user to select and dynamically display elements from a grouping field as criteria for analysis. The PDF that results from this selection is called a page of the original document. By allowing the use of different criteria to show information, pages provide an added level of data manipulation and display.
For example, a document displays revenue and profit data and is grouped by region and then year. By default, both region and year are included in the page-by field. Analysts can select a specific region and year from the page-by field, to display the data for the selected region and year combination. You can also see the data for all years for a particular region or all data in the document, regardless of region or year.
Page-by is automatically enabled when you use grouping fields as part of your organization of a document’s data. You can group data based on attributes, consolidations, and custom groups. You cannot group data based on metrics, so you cannot page by metrics. For steps to use grouping fields in a document, see Grouping records in a document.
You can export only the current page-by selection or the whole document when you export to Excel or PDF.
If you have used grouping fields to organize data in the document, then by default, page-by is enabled for all grouping fields. For steps to use grouping fields in a document, see Grouping records in a document.
The steps below show you how to enable page-by on a grouping field if page-by has previously been disabled.
Open the document in Design or Editable Mode.
If the Grouping panel is not displayed, from the Tools menu, select Grouping.
In the Grouping panel, right-click the grouping field on which to enable page-by and select Grouping Properties. The Grouping Properties dialog box opens.
From the Page-by Mode drop-down list, select one of the following options:
Page-By
(Single Element Only): Enables page-by for this group, but you
cannot display all the elements of the group simultaneously in PDF or
HTML View. This option is useful for groups with many elements, when you
would not want to display all the elements at one time.
Note: When a document contains multiple groups, this
option is unavailable for the group farthest to the right in the Grouping
panel.
Page-By (Single Element or All): Enables page-by for this group and allows all elements of the group to be displayed simultaneously.
Click Apply to apply your selections.
By default, page-by is enabled for all the grouping fields in the document. If you disable page-by for a particular grouping field, any fields to the right of it in the Grouping panel are also disabled. You can also enable page-by while preventing the simultaneous display of all the elements, which is useful for grouping fields that have many elements.
This procedure assumes that the document contains at least one grouping field. For steps, see Grouping records in a document.
Open the document in Design or Editable Mode.
Right-click a grouping item in the Grouping panel. The Grouping Properties dialog box opens.
From the Page-by Mode drop-down list, select No Page-By (All Only).
When you disable Page-by for a particular grouping field, any grouping fields to the right of it in the Grouping panel are also disabled.
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