A group, like a slicer is a set of fields. You can create reports with groups in the columns instead of fields. Each time you click on the column header in which there is a group, the data in that column will cycle through each field in the group, allowing you to see the same report for a whole series of fields. You cycle through fields in a group in the same order as they appear in the in the slicer (and changing their order in the slicer will change the order you cycle through them). You can also select a field to display without cycling through the entire group.
Creating a group
(1) As shown in "how to create a slicers", if you want to create a group with all the fields in the slicer, leave the flag on the Create Group check box (it is selected by default). See How to create a slicer for more details on slicers.
Loading your database
Load one of the databases used in the previous lessons:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Create a new report
(1) Click on the Report button in the Reports group.
(2) Select Create new report…
Choose where to save the report.
Choose where to place the report (Vizubi by default will place the report starting top left in the active cell)
(1) Click on Ok in the Create report pop up. The Customize Report panel automatically opens.
Groups in the Field Section
(1) Click on the Vizubi tab in the ribbon.
(2) In the Field Section, the first section shown is Groups which contains all the groups created in the DB and available to use in reports.
Adding a group to the report
Groups are added in the same way as fields are added.
(1) to add a group to the report, drag and drop from Fields Sections to Areas Sections, or check the box to the left of the group you want to add (the group is automatically inserted into the pane: fields and groups with general or date format are inserted into the Row labels pane while fields and groups with numeric format are inserted into the Values pane).
(2) Add a numeric field to the report (for example TotalPrice).
(3) The columns are populated with data.
(4) The column header of the group shows the first field of the group.
Clycling through the fields in a group
To cycle through the fields of group:
(1) Double click on the column header of the group or click the upper part of the Fields button in the Groups group of the ribbon. This will display the next field in the group.
To select a specific field without clycling:
(2) click on the bottom of the Fields button in the Groups group of the ribbon. A dropdown menu opens with all the fields in the group.
(3) Every time you change the field in the group, data change by consequence in all the columns of the report.
Working with multiple groups
(1) Add another group to the report as done before. A new column appears in the report.
You can cycle through the fields of the new group like in the step before but notice that:
- Using the upper part of the Fields button in the Groups group of the ribbon, you cycle through the group of the active column. If there are no active columns, you cycle through group in the first column from the left.
-Clicking on the bottom of Fields button in the Groups group of the ribbon works the same way. If you click on it it shows all the fields of the active column and if there are no active columns, it shows you the
fields in the group in the first column from the left.
A group, like a slicer is a set of fields. You can create reports with groups in the columns instead of fields. Each time you click on the column header in which there is a group, the data in that column will cycle through each field in the group, allowing you to see the same report for a whole series of fields. You cycle through fields in a group in the same order as they appear in the in the slicer (and changing their order in the slicer will change the order you cycle through them). You can also select a field to display without cycling through the entire group.
Creating a group
(1) As shown in "how to create a slicers", if you want to create a group with all the fields in the slicer, leave the flag on the Create Group check box (it is selected by default). See How to create a slicer for more details on slicers.
Loading your database
Load one of the databases used in the previous lessons:
(1) Click on the Vizubi tab in the ribbon.
(2) Click on the Open button in the Database group.
(3) Browse until you find "C:\Documents and Settings\All Users\Documents\Vizubi\SampleData\" then select "getting started.ndb".
(4) Click on the Open button to load the file.
Create a new report
(1) Click on the Report button in the Reports group.
(2) Select Create new report…
Choose where to save the report.
Choose where to place the report (Vizubi by default will place the report starting top left in the active cell)
(1) Click on Ok in the Create report pop up. The Customize Report panel automatically opens.
Groups in the Field Section
(1) Click on the Vizubi tab in the ribbon.
(2) In the Field Section, the first section shown is Groups which contains all the groups created in the DB and available to use in reports.
Adding a group to the report
Groups are added in the same way as fields are added.
(1) to add a group to the report, drag and drop from Fields Sections to Areas Sections, or check the box to the left of the group you want to add (the group is automatically inserted into the pane: fields and groups with general or date format are inserted into the Row labels pane while fields and groups with numeric format are inserted into the Values pane).
(2) Add a numeric field to the report (for example TotalPrice).
(3) The columns are populated with data.
(4) The column header of the group shows the first field of the group.
Clycling through the fields in a group
To cycle through the fields of group:
(1) Double click on the column header of the group or click the upper part of the Fields button in the Groups group of the ribbon. This will display the next field in the group.
To select a specific field without clycling:
(2) click on the bottom of the Fields button in the Groups group of the ribbon. A dropdown menu opens with all the fields in the group.
(3) Every time you change the field in the group, data change by consequence in all the columns of the report.
Working with multiple groups
(1) Add another group to the report as done before. A new column appears in the report.
You can cycle through the fields of the new group like in the step before but notice that:
- Using the upper part of the Fields button in the Groups group of the ribbon, you cycle through the group of the active column. If there are no active columns, you cycle through group in the first column from the left.
-Clicking on the bottom of Fields button in the Groups group of the ribbon works the same way. If you click on it it shows all the fields of the active column and if there are no active columns, it shows you the
fields in the group in the first column from the left.
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