Grouping Data in a Section

There are two ways to group data within a Section. You can keep the grouping field in the same row as the detail records, or you can display the grouping field in its own group region. The following sections explain the two approaches.

Displaying the Grouping Field in the Detail Row

To group the data in a Section and display the grouping field in the detail row, follow the steps below:

For a categorical field, select 'Default'. For a Date field, select a Date level such as 'Year' or 'Month'.

1. Right-click on the Text element in the Section that represents the grouping field.

2. From the context menu, select 'Text Field' > 'Group', and choose the desired grouping.

 

This defines the field as a grouping field, and adds the selected field to the grouping area of the Binding panel. See Modifying Table Grouping Properties to make further adjustments to the grouping process.

Displaying the Grouping Field in a Group Region

To group the data in a Section and display the grouping field in a dedicated grouping region, follow the steps below:

For a categorical field, select 'Default'. For a Date field, select a Date level such as 'Year' or 'Month'.

1. Right-click on the Detail band, and select 'Region' > 'Insert Group'. This inserts a new grouping region with both header and footer bands.

 

2. Drag the desired grouping field from the Detail band to the new grouping header region.

 

This defines the field as a grouping field in its own region, and adds the selected field to the grouping area of the Binding panel. See Modifying Table Grouping Properties to make further adjustments to the grouping process.

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