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Portfolio Manager Help
Group Data
You can group data in a data grid. You can create a single grouping or tiered groupings.
To group data
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Click a column heading, drag it into the space above the column headings, and drop it. The system groups the data on the specified column. The following example shows data grouped by customer.
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To view the accounts in a group, click the plus sign (+) next to the group to expand it.
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To add a group within a group, do the following:
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Click the plus sign (+) next to the group to expand it.
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Click a column heading, drag it into the space above the column headings, and drop it.
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Click the plus sign (+) next to the group to expand it.
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To change the sort for a group, click the group heading.
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To delete a group, click the group heading and drag and drop it back into the query results space.