It covers:
Understanding how Group Reports extend columnar reports for detailed data structuring.
Creating and reordering row groups (e.g., Region, Country, Order ID).
Adding multiple levels for drill-down analysis.
Customizing subtotals, headers, and dimension layouts.
Displaying row counts and enabling sticky headers for improved readability.
Applying filters to focus on specific data segments.
Key Steps
Understanding Row Groups 0:00
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Begin by familiarizing yourself with the concept of row groups in the group report type.
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Recognize that data is organized in a columnar fashion, similar to a pivot table, but allows for non-aggregating values like dates and text.
Creating Row Groups 1:01
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To create a row group, add different dimensions such as:
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Region
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Country
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Custom Name
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Order ID
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This structure allows for a detailed view of data.
Reorganizing Row Groups 2:10
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To change the order of row groups, simply drag and drop the desired group to the preferred position.
Adding Levels to Row Groups 2:44
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You can add one or more levels to your row groups to enable drilling down into a detailed grid.
Adjusting Row Group Settings 3:15
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Access row group settings to customize:
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Show subtotals (choose placement at the bottom or top).
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Change styles for sub-headers (e.g., color coding).
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Navigating Dimensions 5:03
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Adjust settings to organize dimensions into individual columns or keep them stacked in a single column.
Displaying Row Counts 5:43
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Enable row counts to show the number of items in each group before drilling down.
Using Sticky Headers 6:05
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Enable sticky headers to keep totals visible while scrolling through data.
Filtering Data 7:19
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Utilize filtering options to display data for specific dimensions, such as filtering for Europe.
Cautionary Notes
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Ensure that non-aggregating values are correctly displayed in the report to avoid confusion.
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Be cautious when dragging and dropping row groups to prevent accidental data misalignment.
Tips for Efficiency
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Regularly save your report settings to avoid losing customizations.