Grouping information

In addition to filtering your results, you can also group data in most Kanban and list views by using the Group By option. When you group data in a Kanban view, you will get a column for each category. You can then use the horizontal scrollbar at the bottom of your window to look through the items. This will be ineffective for items with a very large number of groups:

The Group By option

The preceding screenshot shows Customers in a Kanban view, demonstrating how a user will need to scroll not only up and down, but also left and right to get a view of all of the items.

Grouped data is often more easily represented in a list view.

When you group data in a list, a little triangle appears to the left of each group header. Clicking on this triangle will display the rows grouped under that header:

As shown in the preceding screenshot, we have filtered by customers that are companies by selecting the Companies option in the Filters menu. We also grouped our data by category by selecting Country in the Group By menu. Next, we expanded the France country section by clicking on the small triangle to the left. You can then see the list of companies that are in France. As with filters, clicking on Companies again will remove the grouping. You can also nest groups inside of other groups simply by selecting additional items under Group By.

Grouping can be a great way to look at data. Unfortunately, with extremely large datasets, grouping lists can be very slow because far more records must be processed if you are filtering and browsing data.
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