Grouping Notifications

It is possible to drag a column from the table to the Group Panel section to group by that column. To do this, drag the selected column header and place it in between the toolbar and the table. You will then be able to group by that column.

When you group by a column, each unique entry in the column will have its own group. For example, in this database the Changed By column there are five unique entries. Each entry will be given its own group as shown below.

Note: You can group by more than one column by dragging a second column to the group panel.

Full Expand

Expand all entries in the table to show further information for each group.

Full Collapse

Collapse all groups in the table.

Sort Ascending

Sort the groups in ascending order alphabetically or numerically.

Sort Descending

Sort the groups in descending order alphabetically or numerically.

Clear Sorting

Clear any column sorting currently active.

Sort by Summary

A summary is a brief overview of what content is held within that group. This summary contains information about that group such as the number of rows within that group and the maximum or minimum entry in a group from a selected column.

For example, when grouping by Changed On, you could select to display information from the Changed By column for each group. The summary would then provide an overview of the data pulled from the Changed By column including the number of entries in each group and the minimum and/or maximum Changed By the instance of each group.

All this is set up in the Group Summary Editor where you can define which column to pull information from and display in the summary.

Group Summary Editor

When grouping, this option allows the user to adjust what is displayed in the group summary, such as the maximum and minimum value within that group and the number of rows within the group. What this does is give you a quick overview of each group, such as the number of rows within that group and the maximum entry of the selected column.

To the left-hand side are the columns found in the Notifications table and to the right are the summary options. Select a column on the left. Selecting Max and Min will enable Max by – Ascending, Max by - Descending, Min By – Ascending, and Min by – Descending for the chosen column (see below).

Order

The Order tab of the Group Summary Editor allows the user to modify how the summary is presented.

The image below is where you see the columns you selected in the Items tab. You can use the arrow buttons to the right to adjust in which order the summaries are displayed.

If you selected to display the summaries as defined in the image above, then the group summary will appear like so in the main table.

The Prefix, Display format text, and Suffix options allows the user to adjust the wording of the summary.

Using the settings above will display the row count like so.

Count by Ascending

When grouping, count the number of entries in a group and sort by ascending order.

Count by Descending

When grouping, count the number of entries in a group and sort by descending order.

Max by Ascending/Descending  

When grouping, this will count the maximum number of each entry of the selected column in a group and sort by ascending order. In this example, we are displaying a summary of the maximum Changed By per group.

This will then order the groups alphabetically via the name of the of maximum Changed By user.

Min By Ascending/Descending

When grouping, this will count the minimum number of each entry of the selected column in a group and sort by ascending or descending order. In this example, we are displaying a summary of the minimum Changed By per group.

This will then order the groups alphabetically via the name of the minimum Changed By.

Ungroup

Move the grouped column back to the table.

This is what the Notifications screen will look like when grouped.

This is what the Notifications screen will look like when ungrouped.

Hide Group Panel

Hide the group panel. Hiding the group panel means you will be unable to group by a column.

Note: When hiding the Group Panel, you can select to show the Group Panel. Right-click on a column name and select Show Group Panel.

Group Interval

This is for date columns only and allows a user to group by daily, month, yearly intervals. The below example is grouped on a daily basis.

Show Column Chooser

The Column Chooser allows the user to specify which columns to display in the table. This allows you to reduce (or increase) the amount of data displayed in the table so that you can, at a glance, see more relevant information that is of greater use to you.

To enable/disable the column, select the checkbox of the relevant column.

For example, you can specify to show only the select columns below.

Selecting to display these columns will mean only these columns will be displayed in the table.

Best Fit

Size all columns to best fit the content within these columns.

Filter Editor

The Filter Editor allows the user to filter the table to display specific data.

The Filter Editor uses conditional formulas to select the display data. The conditions for formulas are selected by clicking the And button and then the +.

For more information on Filters, please visit the Working With Filters guide.