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Description

Learn how to group larger datasets to create categories for the rows inside the Table object in the Report Designer.

Video recorded using: Ignition 8.1

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[00:00] Another important feature of tables is the ability to separate a single data set into different categories or groups. For instance, if we take a look at the report on my window, we see I'm utilizing a table component that's holding some equipment, downtime data, and if we take a look at the preview tab, we see data for different kinds of equipment, the cause of them going down along with the duration in minutes and the time they went down. At a glance we can tell this data is unstructured and it would benefit from additional formatting. One thing I would like to do is group all of this data by each piece of equipment. Let's go back to our design tab and select our table. In the configure table section, we can see the only grouping I have is this data grouping, which was generated with our data key. We can make use of this plus icon to group by a different key, and in this case, we want to choose equipment and then click on okay. Whenever we add a new grouping, we can see a new details row gets generated for the grouping.

[01:01] So if we look at the preview tab now we can see our table is already grouping the data by piece of equipment. It might be better if our equipment was represented as a single category rather than being displayed on every row. So let's go back to our design tab. We can make use of our new equipment details row and we'll cut out the equipment key from our data details and paste it into our equipment details. If we go back to the preview tab, we can tell our report is a lot more clear after separating our equipment key into its own details row. The report could still benefit from some additions, like headers over our columns so users know what they're looking at and maybe some calculations of our downtime. Let's go back to our design tab and select our table. I'll make the property inspector floating, so it's a bit easier to see. Along with a details row being generated, you can also add header and summary rows to any groups you create. So let's go ahead and do that for our equipment group. We'll add these rows to our data group as well. Let's add the word equipment to our equipment header and we'll make this bold. We'll add the headings for cause, downtime and date to our data header row, and we'll make these bold as well.

[02:08] I'll put the property inspector back so we can get the total calculations of our downtime. You can see I already have the show calculations box checked. We'll drill down the downtime key and find the total. Let's add a total downtime to our data summary so we can get the total downtime by each piece of equipment. Now to gather the total downtime of all equipment, we'll add the total to our equipment summary. I'll also give it a label of total. Let's go back to the preview tab. The report now is looking good. We can easily tell what each column represents, how much downtime occurred for every instance of equipment, as well as our total amount of downtime. One last thing I would like to mention is that you can add multiple groupings if needed. Say for example, I wanted to also group this report by each cause. Let's head back to the design tab and select our table. Like we did before, we'll click on the plus icon and we'll add the cause group this time. If we go to the preview tab, we can see our cause is now being grouped.

[03:05] However, we have the separation behavior going on where our equipment is spread out across the pages in multiple instances. For example, our labeler equipment is shown twice on page one because our cause group has the highest order in our groups. So the order of how you are grouping things does matter. If we wanted all our cause categories or groups to be under one single piece of equipment, we do need to go back to the design tab and select our table. We then need to move our cause group down one with the arrow button. This ensures that everything will be grouped by each piece of equipment, and if we go to the preview tab, we can see this is now the case. So if you're using any unstructured data sources or if you would just like to improve the grouping of your reports data, then dataset grouping can be a powerful formatting tool.

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