Customize Groups

What is a grouping?

• Records of a data table are grouped by an attribute.
• Data items which occur repeatedly with the same value are grouped.

Customizing

• A simple grouping consists of a data area by which is grouped and a data area which is grouped. They are connected via Pos. and Upper area.
• Both data areas must reference the same data table.

Customizing example

• Create a module with a data area by which is to be grouped and which is structured as follows:
  • DDI = DI001062 Manager
  • Fields:
    • DI001062 Manager
  • Activate the Group checkbox for the data area.
• Create another data area which is grouped and structured as follows:
  • DDI = 001001 Project
  • Fields:
    • 000690 Project title
    • 001001 Project
    • 001052 Main project
    • 001062 Manager
• Insert a macro that filters.
• Assign the new data area to the module.
• Structure both data areas:
  • Subordinate the project to the project manager data area.
• Save.

Example

Module: Projects by Manager

• Module design:
  • Data area 1: Manager . Shows managers by whom is grouped.
    • Data area 2: Project . Shows projects which are grouped under the respective manager.
• Result:
  • Manager: Mueller
    • PR1
    • PR2
    • PR4
  • Manager: Maier
    • PR3
    • PR5

Notes

• If there are traffic light DIs in a grouping area (also bars with traffic light function), their child DIs need to be included in the data area as well, otherwise the traffic light does not work.
• The groups in a grouping are created during filtering and are therefore not altered when the grouped values change.