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Grouping Data in a Data Region

In Report Designer, you can use groups to organize data on the report or to calculate aggregate summaries. An understanding how to define groups and use group features helps you design reports that are more concise and communicate summarized data in a more compact format.

Typically, you define groups automatically as you work with data regions. However, you can add your own groups. The process of adding groups varies based on the type of data region:

  • For a table, matrix, or list in a Tablix data region, use the Row groups and Column groups areas of the Grouping pane.

  • For a chart data region, use the category and series drop zones for a selected chart.

  • For a gauge data region, add a group by setting properties on the Gauge Panel.

For more information, see How to: Add or Delete a Group in a Data Region (Reporting Services).

When you create a group for a data region, you specify a name and a set of group expressions.

Multiple groups are organized in a group hierarchy in the data region, for example, when you have nested groups. Although each data region supports group hierarchies with different names, the underlying strucure is similar. An understanding how a group hierarchy works in one data region can help you use multiple data regions to display different views of the same data. For example, you can show the same data in a table and a pie chart. To do this, first base each data region on the same dataset. Then, use the same group expression for a row group in the table and a category group in the pie chart. For more information, see Linking Multiple Data Regions to the Same Dataset.

To group on several dataset fields, add each field to the set of group expressions. You can also write your own group expressions in Microsoft Visual Basic. For example, you can group by a range of values, or by using a report parameter to enable your user to select how to group data in a data region. For more information, see Examples of Group Expressions (Reporting Services).

Understanding Groups (Reporting Services)

Describes what groups are and how to define them.

Working with Group Features (Reporting Services)

Describes how to set properties that define the group. These properties also control how group data displays on a report page: group headers and footers, conditional visibility, drilldown interaction for nested groups, page breaks, and sort expressions.

Examples of Group Expressions (Reporting Services)

Provides examples of expressions to use to define a group.

Calculating Totals and Other Aggregates (Reporting Services)

Describes how to automatically or manually add subtotals to row groups, column groups, and totals to data regions. Also, gives examples of how to change the scope of the expression.

Creating Recursive Hierarchy Groups (Reporting Services)

Describes how to create a recursive hierarchy group for a report dataset.

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