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.

Area	Description
Area which is grouped (contains the data which is grouped)	Contains at least the data item which is grouped. In the module assignment, the grouped area must point via the Parent area parameter to the area by which is grouped. In this area, filter criteria is set.
Grouping area (area by which is grouped)	Contains the data item by which is grouped in the DDI data field as a determining data item. The Group checkbox is activated. However, the data item, according to which the grouping is done, does not need to be assigned as data field.

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.