Group

Group

The Group function organizes records by common attributes, much like Excel’s grouping feature. This helps structure data logically, making it easier to analyze related information at a glance.

You can use the Group feature to:

• Create a group based on requirements and save it as a Custom Grid

• Create a precise Grid for better visibility and quick operations

• Create need-based on-demand groups for quick analyses

• Create disposable groups for time-being insights

Please follow the process below to create a Group:

1. Click on Group.

2. A pop-up menu will show all possible grouping parameters for the current Grid.

Group

1. Click on any parameter to open more details. For example, clicking on Account will show the list of all Accounts. Select the desired Accounts and click Apply.

1. A group will be created, and the Grids screen will appear as shown in the image below.

Group created

1. List of created groups will appear with the Expand icon. It will also show the number of records in each group.

2. The Group icon in the Title Bar will show the parameter used for creating the groups.

3. The Group pop-up will appear in the right bottom of your screen. You can use it for navigations.

1. Use the Expand to see the records.

Group - Expand groups