(v24) Grouping Hierarchy Region

Grouping Hierarchy Region

This applies to: Managed Reports

The grouping hierarchy region (drop data here to repeat...) or drop zone, is the key to repeating the Group Body region template. This region is equivalent to the Rows of the Data Analysis Panel for a regular metric set, where you also drag data from the Explore window to display a row for each value. For example, Product Category values were dragged here to achieve the repetition of the gray rows for each category in the inventory report shown earlier. You can drag a hierarchy, hierarchy level, column of data, or a complete metric set here to determine which rows to display.

This region makes up the Rows of the group metric set, which has its own Data Analysis Panel accessible from the cube icon displayed to its left. This Data Analysis Panel allows you to optionally further customize how the Group Body rows are repeated. For example, you can filter the hierarchy values to remove Accessories, or add a measure such as Qty Left and sort the categories by its values.

Note: Reports are made up only of rows that repeat content vertically. Adding data under Columns in the Data Analysis Panel will produce an error when viewing.

Like Rows in a regular metric set, adding multiple grouping hierarchies to the same region will repeat the group body for each combination of hierarchy values occurring in your data.

For more on Scorecard and Report design, see:

• Symphony Scorecards

• Symphony Managed Reports

• Design a Scorecard

• Report Options

• Design Tips for Reports and Scorecards

• Design Tips