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Vizlib Custom Report Properties - Grouping 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. You can find out more about performance in Vizlib Custom Report here.



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 (Figure 1). 

Figure 1: Master Item

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

Add tags to the master items you want to group (Figure 2). 

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

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Changing the prefix

The default prefix is cr_group_ (Figure 4). 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.

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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.

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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 group sort wizard (Figure 5).

Figure 5: Sort Groups

Drag and drop values to sort the dimensions and/or measures in the group (Figure 6).

Figure 6: Group Sort Wizard

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Styling options

Settings for styling are available in the sub-sections Groups dimension menu and Groups measure menu (Figure 7). Settings include selections for text and background color as well as sizing options.

Figure 7: Groups Menu

Note that it is possible to indent the dimensions and measures (Figure 8). This setting is made in the dimension and measure menu settings respectively.

Figure 8: Indentation of Measures

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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 (Figure 9). 

 Figure 9: Hiding Groups

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 (Figure 10).

Figure 10: Hiding Groups

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Selections for Groups

If you've selected a group item, you'll see an indicator next to it (Figure 11), which will make it easier for the user to find selections that have been made.

Figure 11: Selection Indicator

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Michael is the author of this solution article.

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