Create visual hierarchies

With Lumel EPM, visual hierarchies in rows & columns can be created by selecting multiple items and grouping them. In the case of row grouping, the subtotal values are calculated automatically.

You can also create row groups automatically based on Conditional formatting - Classification.

1. Group columns

In the example below, the columns are to be grouped and named 'Revenue', 'Sales', and 'Profit' respectively.

The group icon is greyed out until a row or column is selected.

STEP 1: Select the columns to be grouped as Revenue. In the 'Settings' tab, click on Group icon and enter a label. Click 'Apply'.

Creating a custom measure group

STEP 2: The column group gets created and it can be formatted using the 'Style' and 'Alignment' options as shown below.

Revenue - custom group is created

STEP 3: The other groups can be created and formatted as shown.

Groups created

STEP 4: Enable the Column Group Expand/Collapse Icon option from Appearance settings. You can expand and collapse column groups by clicking the icon that appears when you hover over the column group names.

Expand/collapse column groups

The values in the grouped measures will not be displayed when a group is collapsed. Herte the Revenue group is collapsed.

Collapsed column group

STEP 5: When you have column dimensions assigned and you want the group to be created across all dimensions, check the Group Across Columns option.

Group across columns option

Notice how the Revenue group is created across all the column dimension categories.

Creating groups across column dimensions

Note: Group across columns cannot be enabled without column hierarchy.

2. Group rows

2.1. Manual grouping

a) On selecting a column or multiple columns, the 'Group' icon gets enabled. Select the rows to be grouped and click on 'Group' in the 'Settings' tab. A popup opens. Enter the row group label and set the total position. Click 'Apply'.

Row grouping - label and total position

b) The measures are automatically aggregated under the Group name 'Most Sold', which can be formatted. The row groups can be expanded/collapsed using the expand/collapse button to view the group members.

Row group - Most Sold is created

2.2. Auto grouping

Conditional formatting has been covered in detail in section 5. For the purposes of exploring auto grouping of rows based on classification, we'll just look at the settings in brief.

In this example, classification rules are applied to Gross Margin %. High/Medium/Low is displayed next to the Gross Margin % values based on the applied ranges.

Conditional formatting - Classification

a) In the 'Settings' tab, click on 'Group' and select the 'Segmentation- Gross Margin %' option. Rows are automatically grouped as shown below.

grouping based on classification

Applying auto grouping removes any existing row groups.

3. Ungroup

3.1. Columns/Rows/Across Columns

To remove a Columns/Rows/Across Columns group, click on the 'delete' icon under the group icon.

In case of auto-grouped rows, select 'None'.

Removing column group

In the next section, we'll cover how to pin rows and columns.

Resources

Group rows or columns in table/matrix reports