Question

• How can I group data in BI?
• What are separators in BI?

Answer

Grouping data in BI is done through Separators. You can easily add any field as a separator by dragging it into the Separators section while in Configuration Mode.

1. Navigate to your report in BI
2. Click Edit > Design
3. Locate the field you want to group your data by in the left hand data source column
4. Drag the field to the Separators section
   
   

Important notes:

• If you add many Separators/Groupings (>2) then you may have undesired results in viewing your report.
• Separators typically follow the order you have them within your report configuration
• You can also change the separator style to make it more clear the order of the groupings (ex: separator titles can be separated by commas, lines with labels, multi-level, etc)
  
  

See this video for more information on Separators.

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