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 data roles that allow multiple data items, the menu items that are available can vary.
    If you select a data item in Roles, then the Aggregation, Add, Remove, and Replace menu items are displayed. You can also right-click on a data item, and the actions specific to that data item are displayed.
    Different data roles are available for different report objects. In addition to the basic data roles, you can assign additional data roles.
    For example, here are the data roles for a bar chart:
    Group
    groups the data based on the values of the category data item that you assign.
    Lattice columns
    creates a lattice of charts with a column for each value of the category data item that you assign.
    Lattice rows
    creates a lattice of charts with a row for each value of the category data item that you assign.
    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.
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