Grouping data in a dashboard

When you have a very large set of data in a dashboard, it can be easier to work with that data by grouping it into logical subsets, and viewing only one of the subsets at a time. For example, a grid in a dashboard displays salary expenditures by Region, Manager, and Employee. You can group data by Region and view the salary expenditures data by Manager and Employee, one region at a time. All the data from the grid is still present, but it is grouped into smaller, more manageable sections. Use filters to group the data in your dashboard. For steps, see Adding filters to a dashboard.

You can also create groups of attribute elements, as described in Grouping attribute elements in a dashboard, to make it easier to work with and view large sets of data.

If your dashboard was originally created using Flash and contains grouped data, the attribute used to group data (called the page-by attribute) is shown in the Page-by panel when the dashboard is displayed using HTML5. However, you cannot modify the page-by attribute. Additionally, if you remove the page-by attribute, the Page-by panel is permanently removed from the dashboard. Use filters instead of a page-by attribute to group the data in a dashboard displayed using HTML5.

Example of the Page-by panel in a dashboard created using HTML5

The image above contains an example of the page-by attribute displayed in a dashboard created using HTML5. Steps to remove the page-by attribute from a dashboard are below.

To remove the page-by attribute from a dashboard

1 Click the name of the dashboard to run it.
2 Hover the cursor over the Page-by panel, then click the arrow icon in the top right. From the menu, select Delete.
3 A confirmation message is displayed, informing you that you are about to make a permanent change. Click OK. The page-by attribute is removed from the dashboard.

Related topic

Creating a dashboard