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About grouping the sections in the report
The order of the sections included in the report determine the report structure. The sections in the report can be arranged in a flat or hierarchical structure; depending on the data sampling rules, you can use either flat or hierarchical report structure.
The hierarchical report structure is used when a report section includes the data from the other sections of the report (for example, the consolidated sales volumes followed by separation of the sales volumes by the time periods). The flat structure can be used when the report consists of several sets of data assembled in different numbers of rows and columns.
To define how the sections will be grouped and displayed in the report, you should define the unit structure in the unit set selected for the report. For a flat report structure, the sections will be included in the report in the same order as the corresponding units in the unit set selected for the report. For a hierarchical structure, the sections corresponding to the nodes in the units' hierarchical structure will be displayed before the sections corresponding to the child nodes or leaves in the units' hierarchical structure.
When the sections in the report are organised in a hierarchical structure, you usually should apply additional data filtering rules for the node units to include the particular data from the other report sections in the section corresponding to the node unit, use the formulas in the node units if the data in one report sections are calculated using the data from the other report sections, or apply both formulas and data filtering rules.
To group the section in the report, you should perform the following steps:
- View the units included in the unit set selected for the report.
- Create the units' hierarchical structure: add units to be included as the nodes
in the hierarchical structure when necessary, or move the existing units to the
node level.
For the detailed description of creating a units structure operation, refer to theView and edit the unit sets - overview section of this guide.
- For the node units in the unit set, define the data source to apply the additional data filtering criteria for data selection for the node unit, and define the formulas to calculate the values based on the data from the other units, when necessary.
Parent topic:
Related concepts
Unit sets - overview
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