Groups/Categories

Groups/Categories segment data along the rows of a view, providing a structured way to analyze and compare information across key fields such as region, product, or date.

The term Groups appears in worksheets and KPI, while Categories appears in charts, pies, doughnuts, funnels, maps, tree maps, word cloud, gauges, and sparklines.

Grouping fields creates a hierarchy in your view, allowing you to drill down from summarized data to detailed records according to the order of grouped fields. Each grouped value automatically adds a summary row, typically displaying totals for important measures such as Dollar, Margin, and Cost. The summarization for each column is determined by the aggregation defined in the data model or overridden in the view.

important

Only Dimensions can be added to the Groups or Categories section.

Add dimensions to Groups or Categories

Using the View Organizer

1. In the Toolbar panel, select Dimensions and Measures.
2. Select the dimensions you want to add. Use Shift to select multiple dimensions.
3. Drag the selected dimensions into the Groups or Categories section.

Using the Properties menu

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Click the Select Groups or Select Categories dropdown menu, and select the dimensions to add.
4. Click Add.

How to remove fields to Groups or Categories

Remove fields inside the View Organizer

1. In the View Organizer, hover over the field in the Groups or Categories section.
2. Click on the X button to delete.

Remove fields using the Properties menu

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Click the Select Groups or Select Categories dropdown menu, and select the dimensions to add.
4. Click Add.

Configure Groups or Categories settings

For dimensions added in the Groups or Categories section, several options are available to refine your analysis.

Show Prompts

Prompts let you filter and select values for a grouped dimension. A prompt is available if it has been configured for that field in the Data Model Designer.

You can access prompts from either the View Organizer or the Properties menu.

Using the View Organizer

1. Right-click a dimension in the Groups or Categories section.
2. Select Show Prompts.
3. (Optional) Select Apply to filter the data without closing the dialog.
4. Select the values you want to filter by, then select Confirm.

Using the Properties menu

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension.
4. Click the prompts icon next to Show Prompts.
5. (Optional) Select Apply to filter the data without closing the dialog.
6. Select the values you want to filter by, then select Confirm.

Advanced Options

Use Advanced Options to control how grouped and aggregated data is sorted and displayed in a view. You can limit the number of visible group values and group the remaining values under an Others category. This is helpful when you want to focus on top results.

You can configure advanced options for a grouped dimension from the View Organizer or the Properties menu.

Using the View Organizer

1. Right-click a dimension in the Groups or Categories section.
2. Select Advanced Options.
3. Adjust the advanced options properties as needed.

Using the Properties menu

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension.
4. Click the icon next to Advanced Options.
5. Adjust the advanced options properties as needed.

Sort Order

The Sort Order setting controls whether group values are arranged in Ascending or Descending order. This helps present your data clearly. By default, values are sorted in Ascending order.

You can set the sort order for a grouped dimension using either the View Organizer or the Properties menu.

Using the View Organizer

1. Right-click a dimension in the Groups or Categories section.
2. Select Sort Ascending or Sort Descending.

Using the Properties menu

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension.
4. Next to Sort Order, click the ascending or descending icon.

Sort based on

You can configure how group or category values are sorted using the Sort based on option in the Properties menu. Sorting options let you organize grouped data according to your preferred structure or reporting logic.

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension.
4. Next to Sort based on, select one of the following options from the dropdown menu.

Sort based on options

Option	Description
Default	Sorts values by the default description associated with the code.
Code	Sorts values by the group’s code.
Description	Sorts values by the group’s description.

Description Format

The Description Format setting controls how dimension fields appear in grouped visualizations. It lets you choose the combination and order of the following elements:

Element	Description	Example
Title	The label or name of the field	Customer Code
Description	The descriptive value linked to the field	Customer Name
Code	The actual value of the field	123

You can also choose the display order and whether to include separators like hyphens.

You can customize how grouped dimension values are displayed using the Properties menu.

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension.
4. In Description Format, select you preferred format from dropdown menu.

Page break for PDF export

Use Page break for PDF export to control pagination when exporting to PDF. When this option is turned on, a page break is inserted before the selected group or category. This ensures that each section starts on a new page, improving readability and organization in the exported document.

To insert a page break for PDF export:

1. In the Toolbar panel, select Properties.
2. In the Data tab, expand the Groups or Categories section.
3. Select and expand the dimension where you want to insert the page break.
4. Turn on Page break for PDF export.

Expand

The Expand feature controls how hierarchical groupings appear in your view. Expanding a group or category reveals nested details, while collapsing hides them for a summarized view.

To expand or collapse a group or a category:

1. In the Toolbar panel, select Properties.
2. n the Data tab, expand the Groups or Categories section.
3. Find the dimension with a hierarchy.
4. Use the expand (+) button to show additional detail, or the collapse (-) button to hide it.
   The view updates automatically.