Strategy ONE

Group Data by Page: Page-By

When you have a very large set of data on a report, it can be easier to work with that data by grouping it into logical subsets and viewing only one of the subsets at a time. To group data into subsets, use the page-by feature. The subsets you separate your business data into are called pages, and you then page your way through the report, one data subset at a time. Page-by turns a long report into a set of individual pages so that users focus on one page (data subset) at a time.

For example, the report below shows salary expenditures by Region, Manager, and Employee. You can place Region on the Page-by area and view the salary expenditures data by Manager and Employee, one region at a time. All the data from the report is still present, but it is grouped into smaller, more manageable sections.

Because this report displays totals, you can display all the regions at the same time, by selecting Totals from the Region drop-down list. (Only a portion of the entire report is shown below.)

Attributes and metrics are the most common objects used in the page-by area of a report, although you can enable page-by for most objects that display on a report. You can page by any of the following objects:

  • Attributes
  • Metrics. When you page by a metric, all the metrics on the report display as choices in a Metrics drop-down list in the page-by area. When a report is paged by metrics, you select which metric to display. (If the report contained a single metric, only that metric displays in the list.)

    For example, the following report contains both the Freight and Profit metrics. It is paged by the metrics, so you can select which metric to display using the page-by drop-down list, which is labeled Metrics.

  • Hierarchies
  • Consolidations and custom groups. For a detailed explanation of consolidations and custom groups, see the Advanced Reporting Help.
  • Most object prompts. Specifically, object prompts that are made up of attributes, hierarchies, consolidations, and custom groups. Object prompts containing metrics can be placed in the page-by area as long as the report's rows or columns do not contain a metric. For a detailed explanation or prompts, see the Basic Reporting Help.

Paging By Multiple Objects

You can page a report by more than one object. If you page a report by multiple related attributes, be aware that order matters. Whatever you page-by first (furthest to the left) affects the elements displayed in the other page-by fields.

For example, the report below is paged by Category and Subcategory. When you select Books in the Category drop-down list, the Subcategory drop-down list displays only book subcategories.

Place multiple objects into the page-by area in logical order, from left to right.

Drilling On Page-By Objects

You can drill on an attribute or compound metric within the Page-by axis.

Page a Report by an Object

  1. Right-click the report and select Edit.

    2. The report displays with data retrieval paused for improved performance when working with large datasets. When data retrieval is paused, results do not display. To view the results, click Resume Data Retrieval . To pause data retrieval, click Pause Data Retrieval .

  2. If the object already displays on the report, drag it from its drop zone on the Editor panel to the PageBy drop zone.

  3. In the Objects panel, search for or navigate to the object to page by. Drag the object to the PageBy drop zone in the Editor panel.

    • You can page by attributes, hierarchies, consolidations, custom groups, and object prompts.

    • You can page by metrics as well, but not a single metric if the report contains multiple metrics. Drag the Metric Names object to the PageBy drop zone.

      A report cannot contain a metric in the PageBy drop zone and another one on the report grid. When a report is paged by metrics, you select which metric to display. For example, the following report contains both the Freight and Profit metrics. It is paged by the metrics, so you can select which metric to display using the page-by drop-down list, which is labeled Metrics.

      If the report does not contain a metric, you can drag a metric from the Objects panel to the PageBy drop zone. The metric is automatically placed in the Metrics drop zone and the Metric Names object is placed in the PageBy drop zone.

  4. Add more page-by objects as needed, placing them in a logical order left to right.

  5. To re-arrange the page-by objects, drag and drop an object to a new position in the PageBy drop zone.

  6. To remove an object from the page-by, drag it from the PageBy drop zone into the Rows or Columns drop zone.

    • If you do not want to display the page-by object on the report, right-click the X in the object name in the Editor panel.

    • If you want to remove the object from the report completely, in the Objects panel, click In Report to display the objects that the report contains. Right-click the object and select Remove from Report.

  7. To see the report results, in the toolbar, click Resume Data Retrieval .

  8. To change the subset of data displayed, select an option from the page-by drop-down list.

    9. Save the report

  9. Click Save.