Forum Discussion
Grouping
Hi sanpanico
Please try to do the following:
Delete any existing groups that aren't working correctly
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")
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")
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.)
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)
Hi sanpanico
Please try to do the following:
Delete any existing groups that aren't working correctly
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")
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")
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.)
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!
