Grid View Tutorials

💡These tutorials explain how to use the context-menu grid features.

Column Grouping Tutorials#

How to Group by Field#

1. Display a list of entries (e.g. transactions).
2. Right-click a column header and select Group By This Field.

How to Remove Field Grouping#

1. After applying field grouping, right-click the heading in the block above the table and select Remove from grouping.

How to Group by Box#

1. Display a list of entries (e.g. transactions).
2. Right-click a column header and select Group By Box.
3. Drag the header of the column to group by onto the faint grey text “Drag a column header here to group by that column”.
4. Drag any other column header onto the dragged header to add another layer of grouping.
   • Note: Columns can be reordered by dragging them to a new position.

How to Remove a Single Header From Group by Box#

1. After applying a group-by-box filter, right-click the header you want to remove and select Remove from grouping.

How to Remove Group by Box#

1. After applying a group-by-box filter:
   1. Right-click every header in the grouping field and select Remove from grouping.
   2. Once all the headers are removed, right-click any header and select Group By Box to remove the light-grey text.
      • Note: Before you click Group by Box, a blue box is drawn around the text. After you click it, the blue box is removed.

Troubleshooting: Group by Box Removed: Grouping Still Applied#

1. Right-click any field and select Group By This Field.
   • Note: This action makes the headers reappear.
2. Right-click every header that appears and select Remove from grouping.
3. Right-click any header and select Group By Box to remove the light-grey text.