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Group Data in a Data Grid

Use the Preview and Place tab in the Business Rules pane to group data in a data grid.

To group data in a data grid

  1. Do the steps to Preview Account Placements. The Preview and Place tab in the Business Rules pane appears.

Data grid

  1. Click a column heading, drag it into the space above the column headings, and drop it. AIM groups the accounts on the specified column.

  2. To view the accounts in a group, click the plus sign (+) next to the group to expand it. The following example shows the data grouped by tier.

Data grid - one grouping

  1. To add a group within a group, expand a group, click a column heading, drag it into the space above the column headings, and drop it. The following example shows the data grouped by tier and name.

Data grid - two groupings

  1. AIM sorts groups in ascending order by default. To change the sort for a group, click the group heading.

  2. To delete a group, click the group heading and drag and drop it back into the query results space.

Related Topics

Preview Options