Grouping tab of the Customize View Dialog Box
Overview
Use this tab to group data into categories that share a common attribute, such as code value.
Note: The view you are in affects which settings are available.
Screen Elements
Configure button
Displays the Configure panel.
Theme button
Displays the Theme panel.
Configure panel
Group By section
Row Actions
Add Above: Adds a new item above the selected item.
Add Below: Adds a new item below the selected item.
Delete: Removes the selected item permanently.
Group by list
Determines the fields for grouping the view.
Sort Order list
Determines whether columns are sorted in ascending or descending order, or by hierarchy.
Grouping Interval control
Determines the grouping interval for the field.
For hierarchical fields, select a level of the hierarchy as the lowest level of the grouping, or mark the All option to show the entire hierarchy.
For date fields, select an interval from the list. Available options are Day, Week, Week of the Year, Month, Quarter, Financial Period, Year.
Band Options section
Show field title option
Determines whether to show the title of the field in the table or grid.
Show field rollups option
Determines whether to display summarized values, such as the dates of the table or Gantt chart.
Clear the option to prevent this information from displaying.
Hide if empty option
Determines whether to hide grouping bands that do not contain any data.
Display text in band using options
Determines whether grouping band labels show the ID/Code, Name/Description, or ID/Code and Name/Description of the data contained in the band.
Theme panel
Style list
Determines the visual appearance of the view. Options include: Vertical bands, Vertical lines, Horizontal bands, or none.
Colors list
Determines the colors to use for the lines or bars in the view.
Preview area
Provides a preview of how the selected options will look.
Getting Here
- Click Customize View.
- In the Customize View dialog box, click Grouping.
Related Topics
Converting Classic Views to Standard Views
Last Published Wednesday, July 10, 2024