AD Hoc Member Grouping option no longer available

#1

Hi,

I know dundas has ad hoc member grouping by right clicking data in a table and selecting “Group Members”. I was able to do this when working on a dashboard earlier, but when I try to recreate that I cant find the option to group members any more. Is there a permission I accidentally toggled, or some sort of setting I accidentally changed?

Thanks!

#2

Hello,

The following conditions must be met for the ‘Group Members’ option to show up in the context menu:

  1. You must be viewing a Dashboard, Report, Scorecard or Small Multiple in ‘View Mode’
  2. You must have the ‘Change Data’ privilege
  3. You must select multiple hierarchy members in a visualization that has data and is in ‘Standard’ data retrieval mode (not ‘Raw Data’ / ‘Row Number’)
  4. The metric set underlying the data visualization must be checked out to you
  5. The hierarchy member category type must be of the supported types (not a slicer, not date/time, not OLAP, not dynamic, not function, and not an already created group member)
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