Editing Groups and Calculated Items

You can edit groups and calculated items in various ways:

• In the Selection Steps pane, click the link for the calculated item or group, then click Edit to display the appropriate dialog.

• If you have saved the object to the catalog, then select the object in the Catalog pane and click Edit to display the appropriate dialog.

• In a table, pivot table, or trellis, right-click the group or calculated item and select Edit Group or Edit Calculated Item.

The value of a group or calculated item might be affected by filters and selection steps, as described in the following list:

• Filters — A group or calculated item is evaluated using only those members that have not been removed using filters. For example, if you have a calculated item for SUM(EAST + WEST) but WEST is removed through a filter, then only the EAST sum is included for the calculated item. If all members have been removed, then a null value is returned, which shows as an empty cell in a table, pivot table, or trellis.

• Selection steps — When you create selection steps, you can add a group or a calculated item in a step. Subsequent Keep Only or Remove steps might reference members that were included in the group or calculated item.

  • A group list is affected by members that are kept or removed in subsequent steps, but the group outline value remains the same. For example, suppose the MyNewYork group contains Albany and Buffalo and its value is 100. Suppose Albany is removed in a later step. The value of the MyNewYork group remains at 100, but Albany is no longer listed with the group.

  • A calculated item is not affected by members that are kept or removed in subsequent steps.