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Vizlib Custom Report - Groups of dimensions and measures

As of version 3.4.0  it is possible to group dimensions and measures by using master item tags. For larger data sets this provides a way of structuring the data and make it easier for the users to find what they are looking for. 

Important note: For performance reasons still consider dividing your data in multiple data-sets so that they are "safe" even when users select many dimensions and measures. (More on performance in Custom Report in this article.)


1. Make sure your data set uses master items for all dimensions and measures. All dimensions and measures you want to group have to look like this with the link icon active and dimension grayed out: 

Any Dimensions and measures that are not master items will be listed as "Uncategorized".

2. Add tags to the master items you want to group.

3. Enable groups in your Custom Report Data Set(s).

Changing the prefix

The default prefix is "cr_group_". Any prefix can be used but be sure to choose prefixes that don't clash with each other. (For example using both "Group" and "Group2" is not a great idea since the tag "Group2" will be interpreted as the group name 2 for the Group prefix.)

If the prefix is left blank the Custom Report will pick up all tags and use them as groups. This might come in handy for applications where no other tags are used on the Master Items.

Uncategorized dimensions and measures

It is possible to select any "Uncategorized" dimensions and measures not to be shown in the Custom Report. This also allows developers to use the same data set in multiple Custom Report setups. 

Alternatively all dimensions and measures can be picked up and then any master items with tags NOT matching the prefix will be put in the group for "Uncategorized". The label for this group can be changed using text or an expression

Sorting groups

All groups that have been added can be sorted in any order you like. Simply click the "Sort Groups" button to open the sorting page. Drag and drop values to sort them.

Styling options

Settings for styling are available in the sub-sections "Groups dimension menu" and "Groups measure menu". Settings include selections for text and background color as well as sizing options.

Note that it is possible to indent the dimensions and measures (see image below). This setting is made in the dimension and measure menu settings respectively.

Hiding first group label

To allow the most important selections to be listed first, without at label, it is possible to hide the first label for both dimensions and measures. Simply click the appropriate check-box and the first group will be hidden regardless of which one it is. 


Tip: Use this option for a maximum of dimensions or measures that are used more often than others. Do not use it for a large number of items since the groups will then typically be hidden further below in the list and will be hard to find. It can also be used to list all uncategorized items first.

Michael is the author of this solution article.

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