Grouping

 

With the Grouping function you can group posts, Instances of one or several parameters (Type or Instance parameters) and display the amount of posts the parametes type exists in. The amount of posts are exported as their own column to Excel and can be written to Reports.

The Group function have a direct connection to how the posts are presented on your reports.

The posts shold be grouped according to the way you want the articles to be displayed on reports. All parameters and values you want present must be grouped for the values to be visible on the report.

If the posts after grouping have different values at a parameter the field is displayed as Orange. If you click on the Orange field you can view a list of the different values in the group.

In the example below the articles are grouped according to the parameter 0401 Doortype Littera and there is two D10 Doors. If you click the Orange field at the 0221 Room number you can view what Rooms the two doors are present in.

To be able to create reports displaying grouped posts of for example Door cards or in a report outlining object amount if you are working in a interior design, you need to create a View list.
The View list is created under Display and Sort Columns. The View list should contain the same parameters/columns as in your Report, placed in the same order.

Save the View list with a name similar to the name of the report it belongs to.

Continue by Grouping the parameters by clicking the grouping symbol in front of the name of the column headline. Group the same way you want the post to be group at on the report.

Group from Left to Right until all parameters to be grouped is in View.
Notice!
If you are creating a Bill of Amounts with a destination you should not group the parameters Room number and Room name but only the parameters that are exactly alike for the articles. Destination, Room number and Room names are then displayed in a table.

After grouping, sort the columns accordint to how you wish to define the posts in the report.

You can also filter in the headlines search filed and then save the setting by creating a "Set" with Filtering, Grouping and Sorting under Display and Sort Columns.

When you wish to create a report you select a View list with the correct columns and then an underlying "Set" with saved Groups, Filters and Sorting.

It is important that the grouping is made according to all parameters that define a Type to display for example a Door type. Also, make sure that the grouping is made in the order that the parameters have on the report.

Continue by creating the report the same way as previously by selecting Create Report and then by selecting a template adjusted for the grouped report. The report is then available for download in the Report Archive in the menu to the left.

The Broom

To delete or purge among the groups, filters and searches you can use the Broom command. You can select to Clear a search, Clear a group, Unmark an object or Clear All. 

You can read more about grouped reports under the headline Create Report.

Add new comment