Groups

A group is a combination of dimension members that make higher level categories.

EX: Creating Territories Using State Province Field.

Description:

We are getting Country, Region, State, City Fields from Database, Customer wants to see Territory it lies between State & Region.

Steps: 

1) Right click on "State or Province" Field, Click on "Create, Click on "Group".

2) Select "Alabama, Arizona, Arkansas", click on "Group", then Define the Name as "T - 1".

3) Similarly, Select "California, Colorado, Connecticut ", 

then Define the Name as "T - 2".
4) Now Drag the  "State or Province (group)", "State or Province" field on to Row shelf then see how group was implemented.

Note: This is Manual Processing, If Data changes in Database, Groups will not reflects, We have to make changes Manually.

EX:

As per Business Requirement,  We have Created Groups on "Customer Name" field & created 26 Groups like "Group -A",similarly "Group -B", "Group -C", "Group -D" ,"Group -E" .........

Here "Group -A" - It stores all list of customers whose name is starting with "A".

Once Database has been updated, new customers has been added in Database whose Name is name is starting with "A" will not be added into "Group -A". We have to edit the existed Group & Add the new customer names to it's respective group manually, Solution for this kind of situation is using "Calculated Fields" as like below.

If left([Customer_Name], 1) ="A" then "Group -A"

elseif left([Customer_Name], 1) ="B" then "Group -B"

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