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Group data on an ARW report

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You can group related data on a report to make it easier to read. For example, if you have a list of customers by salespeople and sales, you can group the report by salespeople, creating a subheading for each salesperson and all their customers beneath it.

Once data is grouped, you can perform calculations on it.

In the following procedure, you will use this example to learn how to group data on a report.

  1. Open the report that you want to group, for example, the Sample ARW: Simple customer YTD Sales Report.
  2. Click Edit.
  3. On the Definition tab, choose the data on which you want to Group, and set the Sort order on that group. For example, Saleperson Name. On the data row, drop down the Sort cell and choose the search order.

  4. Click the Layout tab
  5. On any empty white space in the report, right-click, and select Insert > Group Header/Footer.

  6. Notice GroupHeader1 appears in your report layout. This header is just an empty block until you define what data it will contain and how it will look.

  7. Define the GroupHeader1.

    1. Click GroupHeader1.
    2. Scroll to the bottom of the page layout, where you will find the Designer options.
    3. Within the Designer options, scroll to the heading Data.
    4. Click DataField.
    5. From the list beside DataField, choose the data element by which you want to sort the report. For example, Salesperson.
  8. Scroll back up to the top of the layout page. Now that you have defined the GroupHeader1 to contain the salesperson data, you must move that data into under the header.

    From the Detail section, click and drag the data, for example. txtCUSTOMER_SalespersonName. Repeat for the Salesperson Code.

  9. Delete the Salesperson Code and Salesperson Name Headers.

  10. Finally, define the look of the new Group Header.
    1. Click GroupHeader1.
    2. Scroll back to to the bottom of the page layout, Designer options.
    3. Within the Designer options, scroll to the heading Appearance.
    4. From the list beside BackColor, choose a new background color for the group heading.

  11. To test the results, click Run Preview.

  12. Close the preview and modify the report as desired, or click Save.

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