Online Help | Web App

Grouping

Grouping records in data grids is a useful way to organize and analyze them for various purposes. In Alloy Navigator, you can group records by one column or by a series of columns, as well as expand or collapse records. This article explains how to use the following tools for grouping records:

  • the Group by This Column command of the grid pop-up menu

  • the Group Panel

  • the tabs in Customize View.

NOTE: The steps for some grouping actions may vary depending on the user interface you are using in data grids, whether it's the new experience or the classic one.

Once you group records by a column, they are automatically sorted by that column. When records are grouped by multiple columns, you can change the order of grouping levels using either the Group Panel or the tabs in Customize View.

In multi-page groups, if a page begins with a record within an expanded group, the group's header will be shown as the first line in the grid. In addition, the word "(continued...)" will be appended to the header text, indicating that the group begins on the previous page.

To group records by using the grid pop-up menu:

  1. Right-click the heading of the first column you want to group records by and choose Group > Group by This Column from the pop-up menu.

  2. If you want to group by more than one column (create subgroups), repeat the first step for every column you want to group records by. Each next grouping creates subgroups inside previously created groups.

To group records using the Group Panel:

  1. Make sure the Group Panel is shown. For details, see Showing and hiding the Group Panel.

  2. Drag the heading of the first column you want to group records by to the Group Panel.

  3. If you want to group by more than one column (create subgroups), drag the heading of the next column to group by to the Group Panel. Repeat this action to create as many subgroups as you need.

To group records using the tabs in Customize View:

For the new experience:

  1. Open the Customize View pane by clicking the gear button above the data grid.

  2. Open the Columns tab.

  3. Click on the three vertical dots menu on the required column name and select Group By. Alternatively, drag and drop the tile for this column to the Group By pane at the bottom of the tab.

  4. If you want to organize multi-level grouping, repeat Step 3 for each column by which you want to group the records.

  5. Click Save.

For the classic experience:

  1. Right-click anywhere in the grid and choose Customize View from the pop-up menu.

  2. In the Customize View window, click the Grouping tab.

  3. In the Available Fields pane, click the field by which you want to group records and click Add.

  4. If you want to organize multi-level grouping, repeat Step 3 for each field by which you want to group the records.

  5. Click OK.

To change the order of grouping levels on the Group Panel:

  1. Make sure the Group Panel is shown. For details, see Showing and hiding the Group Panel.

  2. The order of columns in the Group Panel (from left to right) defines the order of the grouping levels. Using drag-and-drop operations, place the columns in the desired order.

  3. Click OK.

To change the order of grouping levels in Customize View:

For the new experience:

  1. Open the Customize View pane by clicking the gear button above the data grid.

  2. Open the Columns tab.

  3. The order of columns in the Group By pane defines the order of the grouping levels. Place the columns in the desired positions by dragging and dropping them.

  4. Click Save.

For the classic experience:

  1. Right-click anywhere in the grid and choose Customize View from the pop-up menu.

  2. In the Customize View window, click the Grouping tab.

  3. The order of columns in the right unnamed pane defines the order of the grouping levels. Place the columns in the desired positions by using the Move Up and Move Down buttons.

  4. Click OK.