Adding a grouping

A grouping may only contain one data row segment. If more than one data segment is selected, grouping and ungrouping is not allowed.

In addition to the data segment, you can optionally include one or more formula, text and/or separator segments. These non-data segments can be before and/or after the data segment.

Note:

Text, Formula, and Separator segments adjacent to the data segment can only be part of one grouping.

To add a grouping to a row selection:

1. In the table editor, select the desired row data segment, and optionally any surrounding formula, text and/or separator segments.

   Note:

   You must select consecutive segments when adding a grouping. You cannot select non-consecutive segments.
2. Right-click the selected row header cells, select Group on..., and then select the attribute name to group on.
   In the example below, there are seven attributes in the columns, and we want to group on the Journal ID and then Period attributes.

   Note:

   Formula rows 2 and 3 will act as subtotals and totals in the grouping, with a grand total formula on row 5.

   First, rows 1 and 2 are selected and a grouping is added for the Journal ID attribute.
   
   

   Next, rows 1 – 3 are selected and a grouping is added for the Period attribute.

   
   
   
   
   
3. The grouping will be added to the selected segments.

   A grouping indicator will appear adjacent to the grouped row segments. When you hover your mouse over the indicator, a tooltip displays the group information such as the attribute name and rows on which the grouping is applied.
   
   

A partial preview of the grid looks like the following: