) to save the settings.With Dynamic Grouping, the Grid Display will automatically group the results based on the values in up to three columns that you identify. For example, if you have document libraries that all have four document categories, the documents can be grouped by category. If you add a fifth document category at some point in the future, any document items with that category are automatically included in the Data Display and grouped under that new category.
To utilize dynamic grouping, all you need to do is select the column(s) you want to group on from the drop-down list(s). The remaining parameters on this page are set with defaults.
1. If there are no groups in the Refine Data -> Dynamic Grouping page, click on the New Group button.
2. In
the new Group By panel, select a column from the Select Column
drop-down.
Only the columns in the list selected I the
Columns page are available here. If you choose to group by a column that
was not originally selected in the Columns page, the Display Wizard will
automatically add it as a Hidden column.
3. Review the parameters available for the selected column and make any necessary changes:
•Show results expanded (default = not selected)
Note: Only the
first group within the Dynamic Grouping can use this option. Any groups
appearing within the “outside” grouping will be expanded.
•Display column name in group heading (default = not selected)
•Display item count (default = not selected)
•Radio buttons to sort the groups in ascending, descending, or as unsorted (default).
4. Click on the New Group button to add another group. Any new groups will be nested within the one before it. To change the order of the nesting, the groups can be dragged above one another.
5. Once
all necessary changes have been made, click on the Apply icon () to save the settings.