Group Rows
By specifying a specific column as an axis, rows (records) can be grouped and displayed based on the values in that column. When rows are grouped, records with the same value in the column are grouped together and displayed in their own groups in the sheet.
To group rows around a certain column, follow these steps
Select "Group Rows" from the menu in the column header of the target column.
The column will be fixed as the leftmost column of the sheet and the records will be displayed in a grouped state.
The row with the respective group value is displayed in the sheet as a Group Row [A], within which each record in the sheet is grouped as a Detail Row [B]. The column specified as the axis of grouping will be displayed within the fixed display area at the left end of the grid table as a Row-Grouping Column [C].
Collapse / Expand Group
In the head of the group row, a chevron icon is displayed for collapsing the group. Records belonging to the group are contained in the group row as detail rows, and the detail rows can be shown or hidden by clicking on the collapsing icon in the group row.
The chevron icon in the column header changes the collapsed state of all group rows in the sheet at once. The collapsed/expanded state of the entire sheet is saved in the sheet view, so it is possible to define whether the sheet will be collapsed or expanded the next time it is displayed.
Fixed Display of Group Rows
When scrolling vertically on a sheet with row groupings, the group rows are fixed at the top of the screen until the detail row for each group is completely scrolled out of sight. This means that even if there are many records belonging to a group, it is always possible to keep track of which group they belong to without losing track of them.
Subtotal
If a column with summary display setting is present in the sheet, the group row will display the subtotal value on the column. Whereas the summary row displays the summary value for the records of the entire sheet, the group row displays the summary value for the records belonging to the group. The subtotal values are calculated and reflected in real time according to the data entered/edited in the sheet. For details, please refer to "Summary Display Setting".
Grouping Rows with Multiple Columns
Multiple columns can be specified as the axis columns (row-grouping columns) for grouping rows. If multiple columns are specified as row-grouping columns, the rows are grouped based on the combination of the values of all the columns that are row-grouping columns. The order in which the grouping is applied can be specified by the order in which the row-grouping columns appear in the fixed area.
Grouping Rows with Date/Datetime Column
For columns with date or datetime data types, you can change the unit of aggregation period for grouping.
To change the unit of aggregation period, do the following:
Group rows with a date/datetime type column as a row-grouping column.
Open the header menu of the row-grouping column and select the desired unit of aggregation period in the "Group Date by" submenu.
The units of aggregation period that can be changed are as follows:
Day
Calendar Week
Calendar Month
Calendar Quarter
Calendar Year
If the unit of aggregation period is changed, records with values belonging to the same aggregation period will be grouped into rows as the same group. For example, if a record with a date value of "April 15, 2023" and a record with a date value of "June 1, 2023" are grouped by unit of aggregation period for the calendar quarter, they will be displayed as detail rows in the same group row "2023 Q2".
Creating New Records within Group
If the sheet allows to create a new record operation, a row for creating a new record will appear at the bottom of each group. New records can be added by clicking on the + button in the header of the row or on a blank cell.
If the column designated as the row group column is an editable column, new records added to the same group will automatically have the value of the group row as the column value. As a result, the record will still belong to the same group after the record is saved.
Ungroup Rows
To ungroup row grouping, do the following:
Select "Ungroup Rows" from the header menu of the row-grouping column.
Limit of Grouping Rows
Row group columns are displayed fixed to the leftmost edge of the grid table. When row grouped, row group columns cannot be removed from the fixed area.
The target records for row grouping are those that have already been loaded into the sheet. If the entirety of the target records have not been retrieved from the server, the group rows displayed may be less than they should be. Also, the subtotal value displayed in the group row may be different from the original value.
In such cases, a warning mark will appear on the displayed summary values, indicating that they may differ from the actual aggregate results.
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