Insert or delete a row group in the Bold Reports^® Web Report Designer

In the Bold Reports^® Web Report Designer, you can add row groups to a table to display data in a visual hierarchy. You can create both nested groups and adjacent groups. You add a row group with the cell context menu or with the group menu in the grouping panel. The cell context menu shows the Row Group option only when a row group can be added at that place.

Insert a row group

The Bold Reports^® tablix data region groups data with the following options:

• Parent Group
• Child Group
• Adjacent Group

Parent and child groups create a hierarchy, so the groups depend on each other. Adjacent grouping creates separate groupings in the same table.

How do I add a parent row group?

To add the first row group to the basic tablix structure in the Web Report Designer, follow these steps:

1. Select the tablix data region in the design area. The Grouping Panel is enabled in the design view.

   To add first row group in the basic tablix structure, use the group menu in grouping panel.

2. To add a group, go to the Row Groups pane in the grouping panel and open the context menu on the Details group field.
3. In the context menu, click the Parent Group... option under the Add Group category.
4. The Tablix Group dialog opens so you can configure the grouping.
   • Group By: Based on the dataset assigned to the tablix region, dataset fields will be listed in this drop-down or else click on the square icon to create an expression.
   • Add Group Header: Enable this option to add a header to this group.
   • Add Group Footer: Enable this option to add a footer to this group.
5. In this example, choose the Product Category field as the parent group in the tablix data region. Click the OK button.

A new column is added to the right side of the detail group in the tablix data region. A new group member is added above the Detail group of the Row Groups pane in the grouping panel hierarchical view.

On report preview, the sales details of each product are grouped by product category.

How do I add a child row group?

A child row group in the Bold Reports^® tablix subcategorizes the data in the tablix data region. You can add a child group with the cell menu or with the group menu in the grouping panel. The following steps add a child group with the cell menu:

1. Select and right-click the row group cell where you want to add a child group.
2. In the cell menu, click Child Group under the Row Group category.
3. The Tablix Group dialog opens so you can configure the grouping.
   • Group By: Based on the dataset assigned to the tablix region, dataset fields will be listed in this drop-down or else click on the square icon to create an expression.
   • Add Group Header: Enable this option to add a header to this group.
   • Add Group Footer: Enable this option to add a footer to this group.
4. In this example, choose the Sub Category field as the child group in the tablix data region. Click the OK button.

A new column is added to the right side of the Product Category row group in the tablix data region. A new field is also added below the Product Category group in the hierarchical view of the Row Groups pane.

On report preview, product names are categorized by product type.

To add a child group with the group menu in the grouping panel, see the Add child group section. Download the row group report design (RDL).

How do I add an adjacent row group?

An adjacent row group creates multiple groupings in a Bold Reports^® tablix data region. You can add the adjacent row group above (before) or below (after) the existing group in the data region. You can use the cell menu or the group menu in the grouping panel. Follow these steps to add an adjacent group:

1. Select and right-click the row group cell where you want to create an adjacent group.
2. Click Adjacent Above to create a new group before the existing group, or Adjacent Below to create a new group after the existing group.
3. The Tablix Group dialog opens so you can configure the grouping.
4. Choose the dataset field you need in the Group by field and click the OK button.

A new row group is created above or below the existing group in the tablix data region.

To add an adjacent group with the group menu in the grouping panel, see the Add adjacent group section.

How do I delete a row group?

You delete a row group in the Bold Reports^® Web Report Designer with the cell context menu or with the group menu in the grouping panel.

1. Select and right-click the row group that you want to delete from the tablix data region.
2. In the cell menu, click the Delete Row Group option. The following confirmation dialog opens.
3. In the Delete Group dialog, choose one of the following options and click the OK button:
   • Delete group and related rows and columns - Choose this option to delete the group and all related rows that display group data. For the details group, if the same row belongs to both detail and group data, only the detail data rows are deleted.
   • Delete group only - Choose this option to keep the structure of the tablix data region and delete only the group definition.

The group information is deleted from the tablix data region.

How do I edit row group properties?

To edit the properties of a row group in a Bold Reports^® tablix data region, see the Tablix member properties section.

Frequently asked questions

How do I add the first row group to a basic tablix?

In the Bold Reports^® Web Report Designer, use the group menu in the grouping panel to add the first row group to the basic tablix structure.

Where can an adjacent row group be placed?

You can add an adjacent row group above (before) or below (after) the existing group in the tablix data region.

See also

• Insert or delete a column group
• Insert or delete a row
• Grouping panel