Set Grouping and Summarization

Once you Group and Summarize your Layout, you can fine tune how you want the grouping to look. For this topic, you will right-click the group row as follows:

To	Do this
Show all details	Click Full expand.
Collapse all details to the top group level	Click Full collapse.
Collapse all details to a given group level	Click Group all to this level.
Always collapse details to a given group level	Right-click the desired group node. Click Always Group to this level. All groups will be collapsed and set to the same level as the group node that you right-clicked.
Set the collapsing of details to a specific level	Click Set grouping level. On the resulting dialog, enter the group level to collapse to. If you use the up/down arrows, the grid will show you a preview of the rollup.
Set page break at a specific level	Click Set grouping level. On the resulting dialog, check Page Break and select the level. When you export your report (to pdf or Excel) or do an Automatic Presentation, your report will page break at the group level you selected.
Clear all grouping	Click Clear grouping.
Hide/Show summaries on the collapsed group row	Click Hide to hide. Click Show to show the summaries.
Show the value only for the group row label	Default. Click Group Display Style > Value only.
Show the category and value for the group row label	Click Group Display Style > Category and value.
Show only the text portion of a label in the form number.text or number~text	Click Group Display Style > Indexed value. For instance, if your group text is 01.My Account, then selecting this option will display it as My Account. The indexed style lets you use the number portion to sort the group labels as you wish. For number.text, the number portion has a upper limit of 2,147,483,647 (number~text has no such limit).
Show the group row at the top or bottom of the details	Click Group Display Style > Group rows on top to show at the top. Click Group Display Style > Group rows on bottom to show at the bottom.
Add a quick count to the group row	Click Add Count. To remove the count, click Remove Count.
Automatically suppress rows that summarize to zero at the lowest grouping level	From the Design menu, select Suppress Zeroes. If checked, then the grid will hide any row where all visible summary values of regular and calculated columns for the lowest grouping level are zero. Note: When this feature is enabled, it will be shown in the Filter section of Design Notes.