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Group Columns/Excel Outline in Columns on Cube Views

JamesKirkby
New Contributor II

Hello:

 

Has anyone had any success with grouping columns in a cube view in a report linked to excel, or grouping them as they export? Of course in the data explorer version you can use the tree function and toggle the row expansion mode to get the intended effect, and in rows you have the excel outline settings you can play with. However, there doesn't seem to be a way to manage this using settings. And obviously if you format the cube view when linked them refreshed the column grouping goes away.

 

Interested to hear and thanks!

8 REPLIES 8

aneupane
New Contributor III

Hi James, 

I did something similar lately.

Like you mentioned, I am not able to group Column as well.

But I am able to group Rows Dynamically by leveraging 3 components

1. Row member: member.Tree [I believe member.TreeDescendants also work]

2. Use RowE1IndentLevel +   ExcelOutlineLevel in formatting

I have used following to make it dynamic

if (RowE1IndentLevel = 0) Then
ExcelOutlineLevel = 1
Else if (RowE1IndentLevel = 1) Then
ExcelOutlineLevel = 2
Else if (RowE1IndentLevel = 2) Then
ExcelOutlineLevel = 3
Else if (RowE1IndentLevel = 3) Then
ExcelOutlineLevel = 4
Else if (RowE1IndentLevel = 4) Then
ExcelOutlineLevel = 5
Else
ExcelOutlineLevel = 6
End If

3. In Default Cube Formatting

ExcelExpandedOutlineLevelOnRows = 6

ExcelMaxOutlineLevelOnRows = 6 (6 is max)

As result, this is what you get in excel. best part if this is dynamic.

Hope this helps.

aneupane_0-1638385265797.png

 

That's pretty cool. So if your tree structures go down to six levels, you can dynamically group your tree structures leveraging the hierarchy within the dimension itself. Is that the intended effect?

aneupane
New Contributor III

That's correct.....the indent level is picked from hierarchy indentation (provided by OS when .Tree is used). And we are using the indent value to generate the excel ExcelOutlineLevel.

Hi James,
I'm trying your code but does't work for member expansion. I'm using A#acoount.tree.
Do you know a way to play with the ident level inside a tree?

Hi Carolina: 

The code that aneupane references is not a member expansion, but rather, conditional formatting applied to a row with a .tree expansion, in addition to the default cube view formatting mentioned above. if you follow the steps, when you export the report to excel the outline levels will appear as mentioned. Let me know if that makes sense.

This looks like a great solution. Do you know if this functionality works when exporting to Excel (rather than using a Cube View connection)?

aneupane
New Contributor III

ExcelExpandedOutlineLevelOnRows = 6 controls what level to show when cubeview is open.

If ExcelExpandedOutlineLevelOnRows = 1; cubeview opens with Level 1 shown and others compressed like shown below.

aneupane_0-1638386202534.png

 

 

CAIGuySeanF
New Contributor III

This is great.  Question - there is no way to pull the tree reversed?  I know I can do tree decedents reversed to get the desired excel grouping (totals beneath), but that doesn't allow for me to collapse the tree in the client/app.  Any suggestions?