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Grouping Entries

Table entries can be grouped by several columns when the column has the Allow grouping option set to True in the Columns Manager. The column by which you are grouping entries does not have to be visible.

 

To group entries by column, right-click in the table and select Group by > [column name]. For example, the following diagram shows a snapshot of the Watchlist panel, grouped by the Account column:

Each group can be collapsed by clicking the grey Grouping bar. When the group is collapsed, the Grouping bar displays column totals for the group. Clicking the grouping bar again expands the group.

 

You can set up further groupings by selecting the Then Group By option in the Group By menu.

To remove the grouping, right-click in the panel and select Group by > None.

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