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sanpanico
Frequent Visitor

Grouping

Good day all!
I am trying (and failing) to create alpha sorted groupings for regional areas to look similar to this row grouping:

sanpanico_0-1748972167233.png

I have tried both Row and Column groupings. 
Currently, my tablix is set up like this where Child groups A, B, C, and details are part of the SAME group, even though I created A to be a child of Parent Group, B to be a child of A, and C to be a child of B (clearly I did something erroneous).:

sanpanico_2-1748972571790.png

My issue is sorting. If I change the sort or grouping in c, it affects the others, and vice-versa.

1 ACCEPTED SOLUTION
Elena_Kalina
Solution Sage
Solution Sage

Hi @sanpanico 

Please try to do the following:

  1. Delete any existing groups that aren't working correctly

  2. Create the parent group first:

    • Right-click on your tablix → Add Group → Parent Group

    • Group by: [Region] (or whatever your regional field is called)

    • Check "Add group header"

    • This creates your top-level grouping (like "Miami Region")

  3. Add the child group:

    • Right-click on the parent group → Add Group → Child Group

    • Group by: [Office] (or your office/resident office field)

    • Check "Add group header"

    • This creates your second-level grouping (like "Atlanta Resident Office")

  4. Add case details:

    • The "Details" group should automatically show individual case records

    • Make sure your detail rows display the case information (Case Number, Warrant Status, etc.)

  5. Sorting:

    • For each group, set the sorting to be alphabetical:

      • Right-click the group → Group Properties → Sorting

      • Add sort by the grouping field (e.g., [Region] for parent, [Office] for child)

View solution in original post

3 REPLIES 3
Elena_Kalina
Solution Sage
Solution Sage

Hi @sanpanico 

Please try to do the following:

  1. Delete any existing groups that aren't working correctly

  2. Create the parent group first:

    • Right-click on your tablix → Add Group → Parent Group

    • Group by: [Region] (or whatever your regional field is called)

    • Check "Add group header"

    • This creates your top-level grouping (like "Miami Region")

  3. Add the child group:

    • Right-click on the parent group → Add Group → Child Group

    • Group by: [Office] (or your office/resident office field)

    • Check "Add group header"

    • This creates your second-level grouping (like "Atlanta Resident Office")

  4. Add case details:

    • The "Details" group should automatically show individual case records

    • Make sure your detail rows display the case information (Case Number, Warrant Status, etc.)

  5. Sorting:

    • For each group, set the sorting to be alphabetical:

      • Right-click the group → Group Properties → Sorting

      • Add sort by the grouping field (e.g., [Region] for parent, [Office] for child)

Good morning and many thanks to those who responded!  @Elena_Kalina , your clear, concise explanation was spot on.  I only needed to rearrange objects as I needed them, and delete the columns generated from checking the "Add group header" box, and  and this solution worked perfectly!

v-kpoloju-msft
Community Support
Community Support

Hi @sanpanico.,

Thank you for reaching out to the Microsoft fabric community forum. Could you please let us know whether you are using SSRS or Power Bi to build your report?

Thank you for using the Microsoft Community Forum.

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