Grouping

Updated in 2024

Grouping records in tabular data views helps you organize and analyze information more effectively. You can group records by a single column or multiple columns, and easily expand or collapse grouped records.

You can use the following tools for grouping records:

• Group by This Column command of the pop-up menu of a data view lets you quickly group records by the selected column, one by one

• group box at the top of a data view shows the current groups and lets you drag columns to sort and adjust group order

• Customize View pane shows the current groups, lets you drag columns to sort and adjust group order, and also allows you to choose how groups are sorted, either by value or by the number of records in each group

Once you group records by a column, they are automatically sorted by that column.

To group records by using the pop-up menu:

1. In a data view, right-click the 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 box:

1. Make sure the group box is shown at the top of data views. For details, see Showing and hiding the group box.

2. Drag the heading of the column you want to group records by to the group box.

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 Customize View pane:

1. Open the Customize View pane by clicking the gear button at the top right of the data view.

2. On the Columns tab, 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.

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

3. Click Save.

To change the order of grouping levels on the group box:

1. Make sure the group box is shown. For details, see Showing and hiding the group box.

2. The order of columns in the group box (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:

1. Open the Customize View pane by clicking the gear button at the top right of the data view.

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.

Related Information:

Showing and hiding the Group Panel

Ungrouping