(v24) Child Groups

Child Groups

This applies to: Managed Reports

Child grouping regions let you add an inner or nested level of repetition in order to create a report that breaks down details further. For example, the inventory report example shown in Symphony Managed Reports displayed rows for individual products after the row for each product category, which was done by adding Product as a child group within the Product Category group.

When you drag a hierarchy or level to this region, four new regions are automatically inserted into the report, forming a child group consisting of:

• a child group header region - (optional)

• a child group body region - this is the part that repeats

• a child grouping region - lets you insert another nested/child group

• a child group footer region - (optional)

In fact, you can keep on inserting child groups to create deeper and deeper levels of repetition. This allows you to design complex reports that break down details on multiple levels.

The child group has its own Group Body that you can design separately from the outer or parent grouping. In our inventory report example, the product category rows have a light gray background and bold fonts, while the product rows have normal fonts and display measure values toward the right.

Because they are displayed inside another group that is already repeating, child groups can appear multiple times - for example, there is a separate list of products inside each product category in our inventory report. You can choose to add content to the child Group Header or child Group Footer, and these will appear above and below each set of child group body rows.

When there is a child group, the parent group has a second group body available for displaying content after the child group. The parent group's body regions and the child group's header and footer are similar, but child group regions do not appear if there are no child grouping hierarchy values. For example, if the parent group is displaying product categories and there is an empty category that contains no products, the parent group body will be displayed for this category but the child group header, body, and footer will not display.

Note: Indented rectangles to the left of each region are used to distinguish the child regions from the parent regions. You can also click one and the other regions from the same group will be highlighted to make them easier to identify.

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