SYMPTOM:
When a group-by field is added to a document in Strategy Desktop 8.x, the Document Header still displays totals as if a group-by field does not exist.
STEPS TO REPRODUCE:
Follow the steps below to reproduce this issue:
ACTION:
This is working as designed. The following shows the behavior of the metric's aggregation level based off the field the metric is placed in.
When a metric is placed in a text field in a group header or footer, the metric is totaled at the level of the group only in the group header/footer. Grouping allows users to specify the attribute, consolidation, or custom group to use to calculate the metric. Like other metrics, a derived metric is calculated at the level of the group in that section.
When a metric is placed in a text field in the Document Header/Footer or the Page Header/Footer, the metric is totaled across the entire dataset. Like grouping sections, the calculation of these pages and grand totals are determined by the metric's dynamic aggregation function. In the case of user-defined metrics, the function specified in their definition is used as the aggregation function if the function is SUM, MIN, or MAX.
When a metric is placed in a grid/graph control that is in a group header or footer, the metric is calculated at the level defined by the attributes, consolidations, and custom groups on the grid/graph. Additionally, the level of the grouping section is taken into account, but only for those group fields that exist on the dataset to which the grid/graph belongs.
More documentation is detailed in the Report Service Document Creation Guide found here:
ttps://resource.microstrategy.com/Support/Authoring/ProductManuals/8.1.0/RSDocs.pdf
