Group By

Feature Location: Options tab | Group and Sort
Availability:
Version 1.0+

Group By groups records together based on one field you designate. The Group By column will be removed from each record and displayed as a group header at the top of the group. By default, the group header will display the total number of records in each group. This can be customized using the Group By Label feature.

Note: Your data must be sorted first by the Group By field for this feature to work. Sorting can be accomplished by the data source or by using the Sort feature.

See Also: Smart FormatReport Sequence


Group By Label

Feature Location: Options tab | Group and Sort
Availability: Version 1.0+

Specifies the content to display for the Group Header.  If left blank, the default setting will be used.  This setting accepts variables.

Default: [Group Field] = [Value] (Total: [Count])

See Also: Group By Examples


Smart Format


The Smart Format option is useful when your report uses the Group By formatting feature.  It formats the report to ensure group headings are retained with their data set across page boundaries.  This option corrects the following conditions:


Note: This report-level setting has an equivalent Workbook Setting, which can override it.



EXAMPLE : Effect of specifying the Detail range setting.

Download example

Smart Format unchecked (disabled) Smart Format checked (enabled)

See also
Group By
Workbook Settings


EXAMPLE:

Download example

This following data set will be used to show how the criteria changes the reports output.

First Name Last Name Order
Jane Doe Milk
John Doe Eggs
Doe Smith Milk
Jane Doe Butter

Description

Settings

Report

Default Group By
settings
Sort Last Name ASC
Group By Last Name
Group By Label
Last Name = Doe (Total: 3)
First Name Order
Jane Milk
John Eggs
Jane Butter




Last Name = Smith (Total: 1)
First Name Order
Doe Milk
Group By Label
set without
variables
Sort Last Name ASC
Group By Last Name
Group By Label Surname
Surname
First Name Order
Jane Milk
John Eggs
Jane Butter




Surname
First Name Order
Doe Milk
Group By Label
set WITH
variables
Sort Last Name ASC
Group By Last Name
Group By Label Surname (Total: &[GroupRecordCount] of &[Record Count])
Surname (Total: 3 of 4)
First Name Order
Jane Milk
John Eggs
Jane Butter




Surname (Total: 1 of 4)
First Name Order
Doe Milk

See also

Sort
Stratify