Create visual hierarchies
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With Inforiver, visual hierarchies in rows & columns can be created by selecting multiple items and grouping them. In the case of row grouping, the subtotal values are calculated automatically.
You can also create row groups automatically based on Conditional formatting - Classification.
In the below example, the columns are to be grouped and named Revenue, Profitability, and Customers respectively.
STEP 1: Select the columns to be grouped as Revenue. In the 'Insert' tab, click on Group and enter a label. Click 'Apply'.
STEP 2: The column group gets created and it can be formatted using the 'Style' and 'Alignment' options as shown below.
STEP 3: The other groups can be created and formatted as shown.
The values in the grouped measures will not be displayed when a group is collapsed.
STEP 5: When you have column dimensions assigned and you want the group to be created across all dimensions, check the Group Across Columns option.
Notice how the Revenue group is created across all the column dimension categories.
a) On selecting a column or multiple columns, the 'Group' icon gets enabled. Select the rows to be grouped and click on 'Group' in the 'Insert' tab. A popup opens.
b) Enter the row group label and set the total position. Click 'Apply'.
c) The rows are indented to indicate that they are a part of a child hierarchy. The measures are automatically aggregated. A bar chart is displayed for the Margin column.
d) The row groups can be expanded/collapsed using the expand/collapse button.
In this example, classification rules are applied to Margin %. High/Medium/Low is displayed next to the Margin % values based on the applied ranges.
a) In the 'Insert' tab, click on 'Group' and select the 'Margin %' option.
b) Rows are automatically grouped as shown below.
To remove a column group, click on the column group label, the 'Remove group' icon, and the 'Remove group' option.
a) In case of manually grouped rows, select the group and click on the 'Remove group' icon in the 'Insert' tab.
b) In case of auto-grouped rows, in the 'Insert' tab, 'Group' dropdown, select 'None'.
STEP 4: Enable the Column Group Expand/Collapse Icon option from Display settings. You can expand and collapse column groups by clicking the icon.
Conditional formatting has been covered in detail in . For the purposes of exploring auto grouping of rows based on classification, we'll just look at the settings in brief.
In the next section, we'll cover how to .
