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To create a Named Grouping, follow these steps:
1. Click the 'New Object' button in the toolbar, and select 'Grouping'. This opens the 'Grouping'
dialog box.
2. In the 'Name' field, enter a name for the grouping assembly. This is the title of the grouping
object in the Worksheet. (After the grouping object is created, you can edit the grouping name
from the text field at the top of the Worksheet.)
3. If you want the grouping to be accessible to all columns of a certain data type, select the
desired data type from the 'Type' menu.
For example, you could use the 'starting with' operator to define a grouping based on initial
letter (i.e., A, B, C, etc.). If you specified type 'String' for this grouping, you could apply
the grouping to any column of that type in a Worksheet or report. This would allow you to reuse
the same alphabetical grouping for customer names, company names, product descriptions, and any
4. If you want the grouping to be applicable only to a particular column or attribute of a
particular data source, select the desired data source from the 'Only for' menu. Select the
desired column from the 'Attribute' menu.
You can select a column or attribute from any accessible data source, not restricted to those in
the current Worksheet. The grouping defined for this column or attribute will then be available
wherever the column or attribute is used in a Worksheet or report.
You can now specify the conditions that define membership in each group of the User defined
Grouping.
5. Click the 'Add' button to add a new group. This opens the 'Add Condition List' dialog box.
(This is the same as the dialog box used for adding advanced conditions to tables.)
6. In the 'Group Name' field, enter the name of the group you wish to define. (For example,
“East Coast states”.)
7. Enter the conditions that define membership in this particular group, and click 'OK'.
8. Repeat the above three steps for each group you wish to add to the grouping:
9. In the 'Grouping' dialog box, choose 'Group all others together' to create a default group
called “Others” that will contain all column values that do not satisfy any of the
specified group conditions. Otherwise, select 'Leave others in their own group'.
10. Click 'OK' to exit the 'Grouping' dialog box.
The Named Grouping is now shown in the Worksheet as a table whose title is the group name, and
whose rows are individual group names. (You can drag the bottom border of the table to see all
the group names.)
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