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Dynamic Cell Attributes - Grouping

Overview

This article explains the Grouping capability of template cells and how to configure it. A practical example is used to demonstrate how to apply it effectively.

The example dataset used in this tutorial is: Product Training Demo Dataset.xlsx

Use Case

When users want to display data from a View according to specific rules, such as detail data or aggregated result data, they need to use Grouping, that is, the cell G attribute (Group).

Feature Overview

Grouping is used to group and summarize data from a View according to specific rules or display detailed records. The following four modes are supported, with Merge as the default.

  • Merge (G=Merge): repeated field values are merged and displayed in a single cell.
  • Repeat (G=Repeat): repeated field values are displayed together in repeated form.
  • Normal (G=Normal): repeated field values are displayed together, but only the first value in the repeated block is kept and the other cells are left blank.
  • List (G=List): no grouping is applied, and all values in the View are listed one by one as-is.

Example Result

![grouping](img/bi/grouping.png)

Steps

  1. Drag the required View fields into the corresponding cells.

  2. Grouping defaults to Merge. If another grouping mode is needed, right-click and open Dynamic Attributes to configure it. For example:

    • Use the default grouping mode Merge for Region and Province.
    • Set the grouping mode of the Quarter field to Repeat.

Notes

  1. The Merge mode is relatively resource-intensive. Use it with caution when working with large data volumes.
  2. Grouping is meaningful only for dimension fields. Template cells that begin with = already contain aggregation logic and do not support grouping. They can only be displayed by following the grouping mode of the parent cell. For example, when a metric field from a View is dragged into the template, an aggregation such as SUM is applied by default. If you want to group and display it, you must remove the aggregation first, which means using the metric as if it were a dimension field. This may affect both calculation results and the number of report rows, and the final grouping effect is still influenced by the parent cell, so use it carefully based on the actual scenario.