MicroStrategy ONE

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. If the document contains multiple layouts, each layout can have its own grouping and sorting dataset.

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

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.

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. For example, if the document described above is grouped by Region and Call Center, the document has Region Header, Region Footer, Call Center Header, and Call Center Footer sections. If you change the grouping and sorting dataset from Dataset 1 to Dataset 2, the document is no longer grouped by Call Center, because Dataset 2 does not contain Call Center. It is still grouped by Region, however, since that attribute exists in both datasets. The Call Center Header and Call Center Footer are removed from the document, but not the Region Header or Region Footer.

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

To change the grouping and sorting dataset

  1. Open a document in the Document Editor. How?

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

  3. If the Datasets pane is not displayed, click Datasetsat the bottom of the panel on the left. If the panel is not displayed at all, select Datasets from theViewmenu.

  4. Right-click the dataset and select Set as Grouping and Sorting Dataset.