Create a location group

Location groups are a type of dimension group. The way that you set up dimension groups for your company depends on your business and how you plan to use the groups.

Within each type of dimension group, you can create multiple groups for different purposes. For example, you can create a location group that contains all active locations or all locations with the same base currency. You can also set up a group that is defined by more than one filter.

1. Go to Reports > Setup > Dimension groups and select Add (circle) next to Location.

2. Enter an ID and Name for the location group.

   You cannot change IDs after you've saved the group, but you can edit the name later.

3. Optionally, enter a description that will remind you what this group includes or how it's used.

4. From the Group type dropdown, select the type of group that you want to create.

   • Select All members if you want to set up filters that automatically select the group members from a pool of all dimension members.

     For example, you can create a Direct Customers group that filters customers to include only the ones with the Customer Type field set to Direct.

     We strongly recommend that you select this group type so that new members are added automatically based on your filters.

   • Select Specific members to select the dimension members manually. You can then apply filters to refine the group further.

     How member selection affects reports that use the dimension groups

     The group type and options that you select determine which members are included in report data when you filter on this dimension group.

     If you're creating financial reports that show dimensions in rows or columns, your selection also determines the column and row headings, and the order in which they're listed.

5. Optionally, if you selected All members in the Group type field, specify how group members are sorted when displayed in reports.

   How you define the group determines the display order for members.

   Sort options for dimension members

   Group type	How to sort members
   All members	By default, members are sorted in ascending order based on ID, but you can change the sort order. For example, you can sort a customer group in Ascending order based on the Last Name field. To define the sort order, set the Sort order to Ascending or Descending and then select the field to use for sorting.
   Specific members	Members will be displayed in the order they appear in the Members list. Learn how to select and order members.

6. Select the Dimension structure checkbox to create a dimension structure automatically. This means that the group can be used on the rows or columns of financial reports.

   You can later find your dimension structures by going to Reports > Setup > Dimensions and then the name of the dimension.

   If you do not create a dimension structure for the group, you’ll be able to use the group only for filtering.

7. Add filtering to the group.

   1. Select the field that you want to filter on.

   2. Select the operation and value that you want to filter for.

      The options depend on the field that you select.

      If you add more than one filter, All (AND) is selected in the Filter conditions field by default. This means that members are included only if they match all criteria. However, you can change this behavior by selecting Or (Any) in the Filter conditions field.

   Learn more about defining dimension group members.