Grouping Data in a Table

There are two ways to group data in a table. 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 table 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 detail cell that you want to group.

2. From the context menu, select 'Cell' > '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 table 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 row, and select one of the following:

a. 'Region' > 'Insert Group' to insert a new grouping region with both header and footer.

b. 'Region' > 'Insert Group Header' to insert a new grouping region with only header.

 

3. Drag the desired grouping field from the detail row to a cell in 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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