Nest Categories

When you open a report, the categories from the first two dimensions of the dimension line appear in the rows and columns. To view more detail in the report, you can add nested categories from the current dimension, different dimensions, and measures. For example, a report shows Products categories in the columns and Years categories in the rows. You can add the quarters as nested categories in the rows beside the Years categories as shown in the following illustration.

A nested report includes summary information for nested categories. For example, the summary for each year and each location is shown in the illustration.

Steps to Nest Categories

1. In the dimension viewer, locate the category you want to nest in the display.
2. Right-click the category, and then click either Nest Rows or Nest Columns.

The nested category appears in the display as sublevels within the row or column category.

Tips

• You can also click the category you want to nest in the dimension viewer, and then drag it to the row nest level area or the column nest level area.

As you drag the category over the nest level area, the area becomes highlighted.

Note: The row nest level area is located in the far right of the row heading area. The column nest level area is located at the bottom of the column heading area.

• To nest a category from the dimension line, click the dimension, locate the category you want to nest, and then drag it to the row nest level area or the column nest level area.

Step to Remove Nested Categories

• In the PowerPlay Web display, right-click the level selector area for the nested category, and then click Delete.

Note

• For nested categories, the level selector area is located to the immediate left of nested column categories and immediately above nested row categories.

Tip

• To use the level selector toolbar to remove a nested category, click the level selector area for the nested category. On the level selector toolbar, click the Delete button .