Grouping
Turn long lists into an expandable structure people can understand. Grouping collects rows with shared values across one or more columns, then surfaces the metrics that explain each group.
DISPLAY
From a flat list to an explorable view
A group shows its value, the number of rows it contains, and the metrics you configure. Readers start with the overview, then open only the work they need to understand or act on.
Turn a worklist into a clear hierarchy
Choose the main dimension first, add further levels when they help, then decide which metric should be visible on every group row.
Enable grouping
Open macro settings, go to Display, and turn on Grouping. Eligible column headers then show a grouping control.
Choose the first level
Click Group on the column you want, such as Team or Status. The table creates an expandable section for each value, containing its related rows.
Add more levels
Group a second or third column next. Each later column nests within the preceding group—for example, Team → Priority → Status.
Add a useful summary with aggregations
Open column settings and choose a grouping aggregation for a column. Count and Count distinct are available for every column; number columns also offer Sum, Average, Minimum, and Maximum.
Grouping defines the hierarchy; the column aggregation defines the metric on each group row.
TIP
Grouping reorganizes and summarizes the rows you already have; it does not select them. Combine it with filters when a group should contain only a specific slice of the data.
What a group row can tell you
The hierarchy and the summary are separate choices. Group by one column, then choose the one metric that answers a question for every other column.
| Content | Shown in the group row | Useful for |
|---|---|---|
| Group value | The group name and the number of rows inside it | See immediately how much work belongs to a team, status, region, or other value. |
| Any column type | Count or Count distinct | Count records or compare distinct owners, customers, or categories. |
| Numbers | Sum, Average, Minimum, or Maximum | Compare amounts, effort, volume, or metrics per group. |
| Selection values | Values or Mode | See every status present or identify the most common status in a group. |
Important limits and behavior
- Only columns with grouping enabled can be used as a level; use the column’s grouping control again to remove a level.
- Non-aggregated values are not presented as misleading individual values on a group row. Configure an aggregation when you need a metric there.
- Pivot tables use a distinct summarization mode. When a pivot is active, grouping is disabled and any saved grouping is cleared.
Example: follow project work without losing the detail
Grouping by team and status makes progress and bottlenecks visible at a glance.
- Level 1: Team
- Group the table by Team first. Product, Engineering, and Support become separate expandable sections, so ownership is visible before readers inspect individual tasks.
- Level 2: Status
- Add Status as the second level. Each team is now divided into Open, In progress, and Done work, making bottlenecks visible without losing the team context.
- Aggregation: Count
- Show Count on every group row to compare workload. Add Sum to estimated hours when readers also need to understand effort, not only the number of tasks.
- Result
- Readers see where work is concentrated, compare teams and statuses, and open only the branch that needs investigation. The underlying rows and source data remain unchanged.