Advanced Views: Grouping Results

Occasionally, you may generate a View which would make more visual sense if grouped together.  You also might want to know at a glance how many items are in each group.  For example, in a list of issues, I might prefer to see the issues broken down clearly by type, so that I can easily visualize the most common types of issues, so this:

mceclip0.png

Will look like this:

mceclip2.png

(Thankfully we've only had one landing pad built on an easement this year).

Step 1: Create a view, and choose the fields you want to see and group by.

My query for the above View looked like this: 

mceclip3.png

And I chose these fields:

mceclip4.png

Step 2: Apply the grouping option, and choose the field you want to group by.

Click the three dots below your view name and choose 'Show Grouping'

mceclip0.png

Landscape will automatically group based on the first column.  But if you want to change what it's grouping by, click on the text next to the gear icon and choose the correct field.

mceclip1.png

 

You can expand or minimize groups by clicking the small grey triangles on the left of the group names.

mceclip8.png

Group Settings

If you want to define your own categories to group by -- say you want to group these results into before 2020 and after 2020, you can define your own groupings categories.

First, choose the field you want to group by. 

Then click the gear icon next to the field name.

mceclip2.png

The Group Settings window will open.  Select 'Group on categories'.

mceclip3.png

Click 'Add Category'.  If it is a text field, you can group things alphabetically. If it is a number field, you can choose number groupings.  For dates, you can select date ranges.

Click 'Custom' to create a custom group category.

mceclip4.png 

Fill out the label and criteria for your new custom group.

mceclip5.png

Add another category by clicking 'Add Category' --> 'Custom' again.

Create another label and set of criteria:

mceclip6.png

Click 'OK'

mceclip7.png

Looks good!

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk