Grouping data in a dashboard created using Flash

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 place Region in the Page-by panel 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.

Once you have added an attribute to the Page-by panel, you can click an attribute element to use to group data. When you group data in a dashboard, the grouping is applied to all visualizations on the current worksheet (also called a layout). Each worksheet in a dashboard is grouped separately, without affecting the contents of the other worksheets in the dashboard.

If you group data in a dashboard created using Flash, then later open the dashboard using HTML5, the page-by attribute remains displayed on the dashboard. 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. For steps, see Limiting the data displayed in a dashboard: Filters, sheets, and pages.

Prerequisite

You must have the Web Edit Dashboard and Web Run Dashboard privileges.

To group or ungroup data in a dashboard created using Flash

1 If the Page-by panel is not displayed, from the Show menu, select Page-by.
If the Page-by option is not available, your dashboard is not designed to allow grouping data. Instead, use filters to group the data in the dashboard. For steps, see Limiting the data displayed in a dashboard: Filters, sheets, and pages.
2 Do one of the following:
To group data by an attribute, perform the following steps:
a From the Dataset Objects panel, drag and drop the attribute you want to use to group data to the Page-by panel. The elements of the attribute are automatically displayed in the Page-by panel.
b Hover the cursor over the name of the attribute in the Page-by panel, then click the arrow icon to the right.
c By default, attribute elements in the Page-by panel are displayed as selectable buttons on a button bar. You can change the style in which elements in the Page-by panel are displayed. For example, you can choose to display the attribute elements as options in a drop-down list. To change the style, hover the cursor over the name of the attribute in the Page-by panel, then click the arrow icon to the right. Select a display style.
To remove an attribute from the Page-by panel, hover the cursor over the name of the attribute in the Page-by panel, click the arrow icon to the right, and select Delete.
To change the attribute used to group data, from the Dataset Objects panel, click and drag the name of the attribute to use to group data onto the Page-by panel. The elements of the attribute you just added are automatically displayed in the Page-by panel.

Related topics

About dashboards
Filtering data in a dashboard
Filtering data in a visualization using Flash
Filtering or highlighting the data in a visualization based on selections in another visualization