Changing the grouping and sorting dataset for a document

When a document contains multiple datasets, one dataset is designated as the grouping and sorting dataset. The document can be grouped and sorted only by the objects in this dataset. By default, the first dataset added to the document is designated as the grouping and sorting dataset, although you can select another dataset.

If the document contains multiple layouts, each layout can have its own grouping and sorting dataset. A multi-layout document contains multiple documents, each in its own layout, creating a "book" of documents. For information about multiple layouts, see Creating multi-layout documents.

The grouping and sorting dataset is bolded in the Dataset Objects panel.

For example, a document contains two datasets. Dataset 1, which is designated as the grouping and sorting dataset, contains the Region and Call Center attributes, as well as the Revenue metric. Dataset 2 contains the Region and Category attributes, as well as the Revenue metric. You can group the document by Region and Call Center, but not by Category. You can sort the Detail section of the document by Region or Call Center.

For more information on how to group or sort data, see Grouping and Sorting Records in a Document.

When you change the grouping and sorting dataset of a document, all the grouping fields (the attributes that the document is grouped by) that are associated with the old grouping and sorting dataset but do not exist in the new one are removed. These items are also removed from the corresponding headers and footers.

To change the grouping and sorting dataset

1. In MicroStrategy Web, open the document in Design Mode.
2. In the Dataset Objects panel, right-click the dataset that you want to be the primary dataset and select Set as grouping and sorting dataset. The dataset appears in bold text.