What are column and row groups used for?

Column and row groups can be used to accomplish various tasks:

• Create different views of the same report
• Make certain data in the report accessible only to a limited group of users
• Linking multiple columns for a common structure

Column groups

Settings in the Column Groups section

The column groups are defined in the column schema, below the columns in the Column Groups section:

To do this, a unique code is created in the " Code " column. This code is then also displayed in the header filter for the selection.

In the " Description " column, you can enter a descriptive description of the selection, which will only be displayed in the header filter.

The " Selection Category " column defines the label for the filter field in the header filter. This also controls the affiliation of the selection options for each header filter entry.

Attention : If there is an entry in the row group in the row schema that uses the same selection category, then these will be summarized in one filter!

The " Assigned User Roles" column would then be responsible for controlling the data visible to the user. A user role that is authorized to view this data is entered here.

The " Selection " column controls the selection behavior in the header filter. "Single" allows only a single point to be selected; "Multi" allows multiple points to be selected simultaneously.

The " Usage " column controls whether an entry is created in the header filter at all ("User Selection") or whether the item is suppressed ("System").

The Suppression Mode column controls whether the data in the columns that are not selected is calculated in the background or not.

Assigning columns

Once the grouping points have been created, they must be assigned to the desired columns. To do this, enter the column group code in the " Column Group Assignment " field.

These can be linked using the "|" and "&" characters. The "&" means that both groups must be active for the column or row to be displayed. The "|" is the classic "or," meaning only one of the groups needs to be active for the data to be displayed.

Important! If a column or row is assigned a group that doesn't exist (or is a classic typo), the group won't be executed and no data will be displayed.

This can also be used if you want to remove specific columns from the view without deleting them. In this case, we always enter " NO " as the column group.

Structure of column groups

It is also possible to structure the column group.
All columns assigned to this column group are divided according to this structure. For example, by service date, year, month, or by debtor.

Hide total of column structure

If you want to remove the total sum of the structure from the report and only see the split columns (e.g. only the individual months Jan.-Dec., but not the total of the entire year), then you have to leave the Excel structure level empty in the structure of the column group (i.e. there should be no entry !):

Line groups

Settings in the Row Groups section

Row groups function analogously to column groups . The only difference is that the row group can also be assigned to the row in the outline to influence the outline in the row scheme.

Here again to repeat how to use the columns/fields in the row groups:

To do this, a unique code is created in the " Code " column. This code is then also displayed in the header filter for the selection.

In the " Description " column, you can enter a descriptive description of the selection, which will only be displayed in the header filter.

The " Selection Category " column defines the label for the filter field in the header filter. This also controls the affiliation of the selection options for each header filter entry.

Attention : If there is an entry in the column groups in the column schema that uses the same selection category, then these will be summarized in one filter!

The " Assigned User Roles" column would then be responsible for controlling the data visible to the user. A user role that is authorized to view this data is entered here.

The " Selection " column controls the selection behavior in the header filter. "Single" allows only a single point to be selected; "Multi" allows multiple points to be selected simultaneously.

The " Usage " column controls whether an entry is created in the header filter at all ("User Selection") or whether the item is suppressed ("System").

The Suppression Mode column controls whether the data in the columns that are not selected is calculated in the background or not.

Assignment of row groups to rows and outline levels

Once the grouping points have been created, they must be assigned to the desired rows or structure levels. To do this, enter the row group code in the " Row Group Assignment " or " Group Assignment " field.

These can be linked using the "|" and "&" characters. The "&" means that both groups must be active for the row/outline level to be displayed. The "|" on the other hand is the classic "or," meaning only one of the groups needs to be active for the data to be displayed.

Important! If a column or row is assigned a group that doesn't exist (or is a classic typo), the group won't be executed and no data will be displayed!

This can also be used if you want to remove specific columns from the view without deleting them. In this case, we always enter " NO " as the column group.