Formulas and Text Function references to Groupings

If a formula/text segment in a grouping references a data segment in the same grouping, the reference is adjusted to include only the dimension combination within the ‘current’ grouping.

If a formula/text segment which is not in a grouping references a data segment in a grouping, the reference refers to all the dimension combinations in a data segment regardless of the grouping.

In the following grid, there is a grouping on rows 1 to 4. The formula on row 3 (SUM of row 2) is part of a group, and so will apply to the groups. The formula on row 5 (SUM of row 2) is not part of a group, and so will apply to all the dimension combinations in row 2 (as if there was no grouping).

Note that for the grouped results, the formula row reference in row 3 will sum up the values in row 2 for each group (e.g. Total North America, Total Latin America, etc.)

In the formula which is outside of the group, the formula row reference in row 5 will sum up all the values in row 2, regardless of which group they occur in (Total Entities).