Form Template Sections: Group By Tab

To update the Supplemental Data Form template Group By tab:

  1. Open a Supplemental Data form.
  2. In New Form Template or Edit Form Template, select the Section tab.
  3. Click New, or select a section and click Edit.
  4. In the Edit Form Template Section, click the Group By tab.
  5. Click the Columns, and then select or view the following columns:
    • Include

      Select other columns to be included in the Group By.

    • Group By

      Data in the main table should be grouped by the selected columns.

    • Name

      The name of the collection.

    • Dimension

      The column from an attribute of a specific dimension (read-only).

    • Data Type

      The corresponding data type for the column (read-only).

    • Total

      Total method for the attribute as specified in the collection (read-only).

  6. Total Row:

    Indicates how the total row should be displayed:

    • Top: Total row is displayed at the top of the table

    • Bottom: Total row is displayed at the bottom of the table

    • None: Total row is not displayed

  7. Enter information on other Section tabs as needed.
  8. To save your updates and go back to the Form Template Sections tab, click OK.