Choose groupings of data in view mode

You may be able to select how data is grouped (i.e. Group By) in widgets that compare members. The 1st By is the attribute used to group data at the highest level. Additional levels of attributes (2nd By, 3rd By, etc.) become visible as you expand members or drill down. In addition, you may be able to control the order of these attributes.

Criteria for Group By selection in view mode

To change the By

only in widgets that compare members; Power Viewers only

  1. Click the By in the breadcrumb path (underlined).

  2. In the pop-up dialog, click the name of the dimension by which to group the data.

 

To select the 2nd By, 3rd By, etc. (i.e. downlevel order)

only in widgets that compare members; Power Viewers only

  1. Click the By in the breadcrumb path (underlined).

  2. In the pop-up menu, click on a number and select from the drop-down to adjust the drill order, or click and drag to place attributes in the desired order.

  3. Click OK

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Tips:

 

You can search for a dimension by entering the first few characters at the top of the menu.

If the widget has a Group By named Record Details, you can select it to view record-level data (e.g., invoices, work orders, etc.).

If the dashboard includes a custom group, you can select it just like a regular dimension.

To access dimensions beyond those that were built into the dashboard, go to explore mode (Power Viewers only).