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Insert or delete a row group

You can add row groups in the table to display data in a visual hierarchy. You can create both nested groups and adjacent groups. Row group can be added either using the cell context menu or using the group menu provided in grouping panel. In cell context menu the Row Group option will be shown only if there is a possibility to add row group in the respective place.

Insert a row group

In tablix data region the data can be grouped using the following options:

  • Parent Group

  • Child Group

  • Adjacent Group

The parent and child group are used for creating a hierarchy, the groups depend on each other. While the adjacent grouping functionality can be used to create separate groupings in the same table.

Parent row group

To add a first row group in the basic tablix structure follow the below steps. Select the tablix data region in the design area, now the Grouping Panel will be enabled in the design view at the bottom.

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To add a group, go to Row Groups pane in grouping panel and open the context menu on the Details group field.

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From the context menu, click on Parent Group... option under Add Group category.

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Once you click on the Parent Group option, a Tablix Group dialog will be opened to configure the grouping

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  • 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

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  • Add Group Footer: Enable this option to add a footer to this group. Here, OrderID Category field is chosen as parent group in tablix data region.

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Now, a new column will be added to the right side of the detail group in tablix data region and a new group member will be added above the Detail group of Row Groups pane in grouping panel hierarchical view.

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On report preview, each product sales details will be grouped based on OrderID category. If you select header a row will be displayed in top row of category, if you select footer a row will be displayed in bottom row of category.

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Child row group

You can further sub categorize the data in tablix data region you can add child group to the tablix. Now, to add the child group we can either use the cell menu or group menu in grouping panel. In the following steps child group is added using group menu.

  1. Click on Parent group.

  2. Select and right click in the row group cell to which you need to add a child group.

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Once you click on the Child Group option, a Tablix Group dialog will be opened to configure the grouping.

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Now, a new column will be added to the right side of the “OrderID” Category row group in tablix data region and a new field will be added below of the Order Category group in hierarchical view of Row Groups pane in grouping panel.

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On report preview, product names will be categorized based on the Invoice Type.

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Likewise you can click on Adjacent Above to create a new group before the existing group or Adjacent Below to create a new group after the existing group.

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