Grouping

Retired in 2025

IMPORTANT: This page describes a feature of the Desktop App that was retired in 2025. An improved version is available in the Web App. See how this feature works in the Web App

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

• Group Panel at the top of a data view

• Customize View window

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

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 view. 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 pop-up menu:

1. In a data view, right-click the heading of 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 Panel:

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

2. Drag the heading of the 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 Customize View window:

1. Right-click anywhere in the view 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, double-click the field by which you want to group records.

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:

1. Right-click anywhere in the view 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 Group by These Fields 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.

Related Information:

Hiding columns by which the records are grouped

Showing and hiding the Group Panel

Grouping by sorting

Grouping date columns in Outlook style

Ungrouping