Modifying Data Role Assignments in Report Objects

After you have selected a report object and a data source, the Roles tab in the right pane shows which data items have been assigned to which role.
To modify data role assignments:
  1. Select a report object in the canvas that has data items assigned.
  2. Click the Roles tab in the right pane.
    Roles Tab
    Roles Tab
  3. Click down arrow icon beside the role that you want to edit. For roles that allow multiple data items, the menu items that are available can vary.
    If you select a data item in the Roles, then the Aggregation, Add, Remove, and Replace menu items are displayed. You can also right-click a data item, and the actions specific to that data item are displayed.
    For example, for the bar chart shown in Roles Tab, you can replace or remove the Category. For the Measure, you can modify the aggregation, add another measure, replace the existing measure, or remove the measure. You can also modify the Group, the Lattice columns, or Lattice rows.