DISPLAY
Grouping
Organize rows into expandable groups so readers can see the overview and open the details they need.
Group a table
Choose the columns for your groups and save a starting view for readers if needed.
- 1
Enable grouping
In macro settings, open Display and enable Grouping. Save the macro to make grouping available on the published table.
- 2
Choose a column
Select the grouping control in a column header, such as Team. Each distinct value becomes an expandable group.
- 3
Add another level if useful
Group by a second column, such as Status. The table now shows Team → Status → rows. Select a grouped column again to remove that level.
- 4
Save the starting view
Set up the grouping in the macro settings preview and save the macro if readers should see it when the table loads. Grouping changes made by readers stay in their own view.
Example: see work by team and status
Group first by Team, then by Status. Readers can see how many tasks each team has in Open, In progress and Done, then expand a group to inspect its tasks.
- First level: Team
- Each team becomes an expandable group.
- Second level: Status
- Within each team, tasks are grouped as Open, In progress or Done.
- Inspect the work
- Open a group to see its tasks.
Read the grouping controls
Grouping has its own control beside sorting in each eligible column header. An active control shows its one-based position: 1 is the outermost group, 2 is the next level. Select it again to remove that grouping level.
Matching blue, purple, teal and amber accents connect the header controls with softly tinted group rows. They adapt to light and dark mode. Explicit column and group-summary colors take priority.
Show a useful number on each group
In Columns, choose a grouping aggregation for the column you want to summarize. Count and Count distinct work across column types; numeric columns can also show Sum, Average, Minimum or Maximum. The group row shows the configured result.
Good to know
How grouping works with pagination and pivot views.
Organize rows
Grouping organizes rows; use Filters when you need to include only certain rows.
Large groups
Pagination counts top-level groups and keeps expanded rows with their group. Large groups reveal child rows in batches of 50; calculations and exports still use every row.
Pivot tables
Pivot tables use a separate summary mode. Enabling a pivot clears grouping.