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Field Groups

Groups are used to filter fields. These do not affect the whole consolidation query but only the selected field. Groups can be edited in the field-list or the inspector.

groups

Item

To add an item a dimension must be selected.

dimension

When the 'Items' tab is active, an item can be dragged into the grouping area. In this sample the 'North' item of the 'Region' dimension is used.

item

Tree Item

Trees can be used for grouping. Therefor the 'Trees' tab must be selected. In this sample the 'ABC' tree of the 'Customer' dimension is selected.

tree-select

The sums and items of the selected tree can be dragged into the grouping area. In this sample the 'A' customers are used.

tree-item

Filter

When the 'Filters' tab is active, a filter can be dragged into the grouping area. In this sample the 'FilterProductType' is added.

filter

Finish

After finish, the selected field has three 'Groups'.

finish