# Group

The **Group** feature allows you to organize records by shared attributes, much like grouping in Excel. This helps you structure data logically, making it easier to analyze, navigate, and manage related information at a glance.

#### **Supported Field Types**

Grouping is only available for specific field types: **Lookup**, **Date**, and **Picklist** fields.

## Key Uses of Grouping

You can use the Group function to:

* Create meaningful Custom Grids based on grouped data
* Focus on specific sets of records for better visibility and quick operations
* Generate temporary or ad hoc groups for time-sensitive analysis
* Build disposable groups for one-time use or quick insights

<figure><img src="/files/1v4nM0jiIj4ETfLGPRTL" alt=""><figcaption><p>Group features</p></figcaption></figure>

***

## How to Create a Group

1. **Click the Group icon** on the toolbar.\
   A pop-up appears showing all available grouping parameters for the current Grid.
2. **Select a parameter** (e.g., Account, Status, Owner).\
   A list of values under that parameter will be shown. Choose one or more values and click **Apply**.
3. A group will be created, and the grouped records will appear in the Grid view.\
   Each group includes an **Expand** icon and the number of records it contains.

<figure><img src="/files/CLjJRHUYy4GodSTShgWT" alt=""><figcaption><p>Create a group</p></figcaption></figure>

***

## Group Floaty

Once a group is created, a **Group Floaty** panel appears at the bottom-right of your screen. This panel provides a convenient way to navigate between groups and manage grouped data.

**Floaty Features:**

* **Resizable:**\
  Drag the top edge or corners of the floaty to resize it vertically. The chosen size persists until manually changed.<br>

  <figure><img src="/files/43ZNUcZL19CtLIi0J5vu" alt=""><figcaption></figcaption></figure>
* **Minimize/Maximize:**\
  Click the **Minimize** button to collapse the floaty into a title bar. Click **Maximize** to restore it to its previous size.<br>

  <figure><img src="/files/wEHYv83tgt3pUY4p6h6F" alt=""><figcaption></figcaption></figure>
* **Draggable:**\
  The floaty remains draggable whether it's minimized or expanded. You can reposition it anywhere on the screen for better visibility.<br>

  <figure><img src="/files/dp3aqQoLm8VDiBgiWbZY" alt=""><figcaption></figcaption></figure>
* **Removable:**
  * Click the **X** button in the floaty header to close it.
  * Alternatively, click the **Group icon** again to open a dropdown where you can choose **Remove Group** to clear the grouping entirely.<br>

    <figure><img src="/files/KkNz5YkEM3JO8DeiZfNR" alt=""><figcaption></figcaption></figure>

***

## Navigating Groups

* Use the **Expand** icon next to each group to view its records.
* The **Group icon** in the Title Bar displays the currently applied grouping parameter.
* Grouped records remain sortable, filterable, and editable, just like ungrouped records.

<figure><img src="/files/o4LMXDcuORhNbqwSlc4x" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.valorx.com/valorx-wave/wave-data-management/managing-grid-data/group.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.