BaccS Support Center

            Working with lists - grouping

            A grouping feature is available in almost all lists in BaccS, and allows you to group rows by some column or columns (nested groups). This helps you to better organize displayed rows and get additional totals by the groups of interest. For example, with the help of grouping you may quickly find out the amount of jobs completed for different clients over a certain period of time.

            We'll be demonstrating the grouping feature using a job list, as this list is the most common used page in BaccS. To group rows, simply drag any column header to the grouping area. If this area is hidden, right-click on any column name and select the Show group panel.


            When any column is dropped to this area, it disappears from the list itself, and the corresponding groups are created. In the following example, two groups are created (Client, and then Currency):


            Even if columns are moved from the table to group area, you can still use filtering and sorting by those columns. Just click on the group name to sort by it, or use the filter icon to apply some filters.


            Each group has totals. By default, there are only two total values: amount and amount in the base currency. But you can easily create your own totals. To do this, right-click on the group name and select Group summary editor. In the shown window you can select which totals to display for any column (default total types: max, min, sum, average):


            Using these simple actions you can setup as many totals as needed.


            In addition to sorting by grouping value, you can also sort table by grouping summaries. To do this, right-click on any group name, select Sort by summary, and then select the summaries which are setup for the current list.


            One of the most interesting features of grouping is the possibility to group by date intervals. Thus, if you group by date or deadline, then you get access to an additional item in the context menu of the group name: Group interval. By default, if you group by Date column, you will get the following picture:


            Of course, it's useless. But if you right-click on the Date group, select Group interval, and then one of items (Day, Month, Year, Smart), than the result will be much more representative:


            Now not only can you find necessary jobs faster, but you also get a kind of report with necessary summaries for different periods of time.

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