Grouping Considerations

In the current release, Grouping has a list of considerations:

  • If segments are inserted or removed within a grouping, the grouping will be removed. However, if segments are inserted or removed before or after the outer-most grouping, the existing grouping is left unchanged.

  • If there are multiple groupings on the same axis (e.g. with the Accounts, Entities and Segments dimensions in the rows), if an inner layer grouping (Entities) is removed, any groupings on the outer layers (Accounts) will also be removed. If an outer layer grouping is removed (Accounts), any groupings on inner layers (Entities) will not be affected.

  • You cannot group on an axis that only has a single dimension.

  • You cannot group on the innermost layer. For example, row has Accounts, Entities, and Segments dimensions, you can only group on Accounts and/or Entities, not Segments.

  • If you change the dimension layout on an axis and add, remove or move dimensions, any groupings on the axis will be removed.

  • When copying segments which have grouping, the grouping property is not copied. The grouping property on the source segments being copied will not be affected.

  • When moving segments that are in a grouping, the grouping will be removed during the move.

  • When pasting segments (which are sourced from a copy or move segment action) within a group of segments, the grouping will be removed (same as doing an insert within a grouping).

  • A data segment can be in a group by itself (without any associated text/formula/separator segments). However, the only use for this would be to allow each group to start on a new printed page in PDF output.

  • The Page Break property cannot be set on rows/columns which are part of a group.

  • You cannot chart against grouped rows/columns. A validation error will occur if a chart includes references to row or columns which are part of a group. The chart can contain references to a grid that has groupings as long as the chart does not attempt to chart against the rows/columns which are grouped.