Determining grouping order

Use these steps to set up a grouping order. To change grouping order, see Changing the grouping order in a document.

To determine grouping order in a document

1. In MicroStrategy Web, open a document in Design or Editable Mode.

2. If the document contains multiple layouts, click the tab of the layout to modify.

3. From the Tools menu, select Grouping. The Grouping panel opens above the Layout area.

4. Right-click the object in the Dataset Objects panel, and select Add to Grouping. The object is added to the Grouping panel. Data is first sorted by the leftmost field in the Grouping panel, then by the next field, and so on.

Once document data is grouped, you can set up data display according to several factors:

• When a user views a grouped document, drop-down lists are displayed to allow the user to select which elements, or subsets of data, to display. You can select which attribute forms are displayed in the list, and the order of the forms. For steps, see Displaying forms in a group.

• You can determine how totals are displayed. For steps, see Showing totals for a group.