Order Categories Within Levels - IBM Cognos User Manual

10. Double-click Single Category or Category Set again, as appropriate for your
11. When you have defined all your required sets and have selected, copied, or
12. Click Generate Categories and, if you previously closed the Categories
13. Expand the levels to show your new calculated categories and verify that they

Order Categories Within Levels

By default, categories appear in the category viewer in the order encountered
during query processing. When a new category is generated, Cognos Transformer
places it at the end of the child category list for its parent category. You can sort
the categories alphabetically or numerically, in ascending or descending order,
based on values in the source column or another column.
You can order individual categories by dragging them from one spot in the
Categories diagram to another. However, the recommended method is to specify
an Order by column for the level that contains the categories and then modify the
Order value property for individual categories in that level. The order values will
then be automatically applied whenever new categories are added to the model.
For example, suppose the categories in the Product Type level appear in the same
order as in the source file, but you want them to appear in alphabetical order. You
select Product Type as the Order by column, and specify that categories be sorted
in ascending order.
If you create data sources using IBM Cognos reports, any sorting or grouping
defined in the reports is not supported. Similarly, if you set the Auto Group &
Summarize query property in a Report Studio report, Cognos Transformer does
not support the resulting report groupings.
Procedure
1. Open the property sheet for the level containing the categories to be ordered
2. If the level is a convergence level accessible from two or more drill-down paths,
3. In the Sort-by column box, click Add to specify the column whose values will
4. In the New Association dialog box, click More to select the sort-by column,
5. In the Sort order box, click either Ascending or Descending.
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IBM Cognos Transformer Version 10.1.1: User Guide
7. Double-click Category Set and observe that Set 1 appears in both the left and
right panes of the expression editor.
8. Expand the levels in the Categories diagrammer, so you can select categories
for the set.
9. Select and drag the categories in your set, one by one, to the drop location for
Set 1.
calculation, and drag the required category or categories to the drop location
in the right or left pane, respectively.
typed the rest of your calculated expression in the right pane, click OK.
diagram, reopen it by clicking Show Diagram.
appear correctly in the Categories diagram.
and click the Order By tab.
then, from the Drill-down box, select the drill-down path in which the
categories are to be ordered.
Note: If the level is only a member of one drill-down path, the Drill-down box
is not shown.
be used to determine the sort order.
and then click OK twice.