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v-jist
New Member

make a group (created in report view) a new column

Hello,

I used the WYSIWYG "Create Group" within the report area which made it super easy for me to manually group similar items together (which is what I want to do), but now I want to use this same grouping in another report without having to redo it every time....is that possible? Can I apply that group breakout as a column on the dataset?

Thank you

1 ACCEPTED SOLUTION
Anonymous
Not applicable

I'm not sure if there is an easier way, but here is what you can do:

 

  1. Setup grouping in the original report.
  2. Add a new table visual in the orignial report - add GROUP (groups) and ITEM columns.
  3. Click on the three dots in the top right corner of the table visual and choose Export data.
  4. Import the result .csv file into the new report as a new table (let's call it GROUPS) and then in a data model create a relationship between this table and any table containing original items.

Hope that helps.

 

Cheers,

Pawel

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3 REPLIES 3
Anonymous
Not applicable

Hi @v-jist,

 

Since I'm not very clear for your table structure, can you share a sample file to test?

 

Regards,

Xiaoxin Sheng

Anonymous
Not applicable

I'm not sure if there is an easier way, but here is what you can do:

 

  1. Setup grouping in the original report.
  2. Add a new table visual in the orignial report - add GROUP (groups) and ITEM columns.
  3. Click on the three dots in the top right corner of the table visual and choose Export data.
  4. Import the result .csv file into the new report as a new table (let's call it GROUPS) and then in a data model create a relationship between this table and any table containing original items.

Hope that helps.

 

Cheers,

Pawel

Thank you!

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