Adding Group Dimension Name and Value Items

To add Group Dimension Name and Group Dimension Value items to a report, you must first create a Named Group in a dive window and then apply the named group to a summary column. A named group is the name you assign to a subset of values from a dimension. For example, if YearMo is a dimension, you might create a Named Group called Q1_2007 that groups the YearMo dimension values of 2007/1, 2007/2, and 2007/3. With a Named Group, you can add a calculated column to a tabular that displays a subset of the data contained in a model by filtering on certain dimension values.

You can create a simple tabular and follow the steps in this topic to create a named group and add its associated items to a report. Otherwise, open the marker you saved from Adding Parent Dimension Name and Value Items as a starting point.

Complete the following steps to create a Named Group called Q1_2007 and then add a Group Dimension Name and Group Dimension Value to a report.

Select a server with a project that contains a sales model with Customer and Product Family dimensions.
For example, locate and open demo.drl.mdl using ProDiver.
On the Console, double-click Customer.
On the dive window, select 502 -- Hudson Mike Distributing.
On the Console, double-click Product Family.
On the dive window, select Butter and Cheese.
Click the Focus icon.
Click the Report icon to open the Default Report dialog box.
To edit the report, click the Unlock icon.
If needed, drag the columns closer together.
Click the Tabular icon.
Double-click the empty column heading to the right of the Revenue column.
In the Add Column dialog box, click the Named Groups button and perform the following actions in the Edit Named Groups dialog box:

Type Q1_2007 in the List Group box.
Select Quarter as the Group Dimension.
Move the dimension value 2007/1 to the Selected box.
Click the Add group and close button to open the Add Column dialog box.

In the Model Columns section, select Total and click Units to add Units to the Name field and Total(Units) as the Definition or column calculation.
To apply the Named Group, click Q1_2007 in the Named Groups box to create the summary column titled Units Q1_2007 with a Definition calculation of Total[Units,Quarter="Q1_2007"].
Click OK to add the Units Q1_2007 summary column.
Click the Report icon to open the Default Report dialog box, then click OK to accept the report default properties. Perform the following actions:

Delete the Summary Name item (Units Q1_2007).
Delete the Summary Value items (row values and summary total).

To add a Group Dimension Name item to the report, perform the following actions:

Click Add Item to open the Add Item dialog box.
For Item Type, select Group Dimension Name.
For Summary Name, select Units Q1_2007.
On the Breaklevel tab, set the Breaklevel to Page and the Location to Head2.
On the Position tab, set the Column to Column E.
On the Style tab, set the Style Name to Column Header.
Click OK to add the Group Dimension Name Quarter to the report.

To add a Group Value item to the report, perform the following actions:

Click Add Item to open the Add Item dialog box.
For Item Type, select Group Value.
For Summary Name, select Units Q1_2007.
On the Breaklevel tab, set the Breaklevel dimension to Product Family and the Location to Body.
On the Position tab, set the Column to Column E.
On the Style tab, set the Style Name to Text.
Click OK to add the Group Value 2007/1 to the report.

Save this report as a marker (for example, add_a_graphic.mrk), if you want to learn how to add and position a graphic in a report by completing the Adding a Graphic Item topic.